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iShares S&P Mid-Cap 400 Value ETF

661 hedge funds and large institutions have $4.49B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
-14
Holders Change %
-2.07%
% of All Funds
10.54%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
48
Increased
161
Reduced
233
Closed
49
Calls
$283K
Puts
$353K
Net Calls
-$70K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
126
King Wealth Management Group
Florida
$4.06M -$63.5K -629 -2%
GIM
127
Goelzer Investment Management
Indiana
$3.97M +$1.21K +12 +0%
GW
128
GW & Wade
Massachusetts
$3.95M +$114K +1,132 +3%
CA
129
Centerpoint Advisors
Massachusetts
$3.95M -$133K -1,316 -3%
SCM
130
SOL Capital Management
Maryland
$3.82M -$99.8K -989 -3%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$3.71M +$783K +7,755 +27%
SC
132
Sierra Capital
Florida
$3.7M
BOS
133
Bank of Stockton
California
$3.68M +$22.9K +242 +0.6%
CIAS
134
CFS Investment Advisory Services
New Jersey
$3.65M -$171K -1,696 -4%
CCM
135
Coldstream Capital Management
Washington
$3.6M +$49K +485 +1%
Corient Private Wealth
136
Corient Private Wealth
Florida
$3.55M +$282K +2,796 +9%
SS
137
Simplicity Solutions
Minnesota
$3.53M -$639K -6,332 -15%
BFG
138
Bleakley Financial Group
New Jersey
$3.53M -$639K -6,332 -15%
SFG
139
SNS Financial Group
Minnesota
$3.52M -$96.4K -950 -3%
CWM
140
Cranbrook Wealth Management
Michigan
$3.49M -$261K -2,585 -7%
LC
141
LTG Capital
Massachusetts
$3.4M -$38.9K -385 -1%
RWA
142
River Wealth Advisors
Pennsylvania
$3.37M -$105K -1,038 -3%
VW
143
Vance Wealth
California
$3.32M +$89.8K +890 +3%
CAM
144
Cozad Asset Management
Illinois
$3.23M -$218K -2,163 -6%
Members Trust
145
Members Trust
Florida
$3.23M -$93.8K -929 -3%
NF
146
Nikulski Financial
Iowa
$3.11M +$33.1K +328 +1%
FCI
147
Financial Counselors Inc
Kansas
$3.1M +$231K +2,291 +8%
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$3.04M -$17.7K -175 -0.6%
WWM
149
Windsor Wealth Management
Indiana
$2.99M -$25.5K -253 -0.8%
AAS
150
Avantax Advisory Services
Texas
$2.99M -$1.14M -11,291 -28%