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iShares S&P Mid-Cap 400 Value ETF

728 hedge funds and large institutions have $5.44B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+67
Holders Change %
+10.14%
% of All Funds
10.67%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.28%
New
107
Increased
207
Reduced
225
Closed
31
Calls
$1.09M
Puts
$365K
Net Calls
+$721K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Shares
Change %
GW
126
GW & Wade
Massachusetts
$4.68M +$213K +1,870 +5%
HNB
127
Huntington National Bank
Ohio
$4.63M -$4.32M
ITB
128
Idaho Trust Bank
Idaho
$4.62M +$1.28M +11,194 +38%
BWM
129
BKM Wealth Management
Wisconsin
$4.5M +$4.5M +39,421 New
SEIA
130
Signature Estate & Investment Advisors
California
$4.49M -$165K -1,447 -4%
KWMG
131
King Wealth Management Group
Florida
$4.47M -$111K -971 -2%
CA
132
Centerpoint Advisors
Massachusetts
$4.39M -$78.7K -690 -2%
GIM
133
Goelzer Investment Management
Indiana
$4.34M -$145K -1,272 -3%
SC
134
Sierra Capital
Florida
$4.22M +$37.1K +325 +0.9%
BOS
135
Bank of Stockton
California
$4.13M -$185K -1,665 -4%
BA
136
Brightwater Advisory
Florida
$3.95M +$3.95M +34,634 New
SS
137
Simplicity Solutions
Minnesota
$3.95M -$35.2K -309 -0.9%
BFG
138
Bleakley Financial Group
New Jersey
$3.95M -$35.2K -309 -0.9%
SCM
139
SOL Capital Management
Maryland
$3.9M -$415K -3,635 -10%
SFG
140
SNS Financial Group
Minnesota
$3.85M -$105K -920 -3%
CCM
141
Coldstream Capital Management
Washington
$3.84M -$224K -1,963 -6%
RWA
142
River Wealth Advisors
Pennsylvania
$3.81M +$10K +88 +0.3%
CAM
143
Cozad Asset Management
Illinois
$3.78M +$123K +1,076 +3%
CWM
144
Cranbrook Wealth Management
Michigan
$3.78M -$165K -1,444 -4%
LC
145
LTG Capital
Massachusetts
$3.76M -$82.3K -722 -2%
Citadel Advisors
146
Citadel Advisors
Florida
$3.61M +$2.58M +22,659 +251%
HWA
147
Heritage Wealth Advisors
Virginia
$3.58M +$3.58M +37,748 New
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$3.55M +$110K +961 +3%
FCI
149
Financial Counselors Inc
Kansas
$3.54M +$34.4K +302 +1%
Goldman Sachs
150
Goldman Sachs
New York
$3.52M +$216K +1,890 +7%