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iShares S&P Mid-Cap 400 Value ETF

675 hedge funds and large institutions have $4.87B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 236 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
10.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
56
Increased
198
Reduced
236
Closed
55
Calls
$1.24M
Puts
Net Calls
+$1.24M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
151
Factorial Partners
New York
$3.25M
SPC
152
Sigma Planning Corp
Michigan
$3.21M -$536K -5,002 -14%
WWM
153
Windsor Wealth Management
Indiana
$3.2M -$186K -1,732 -5%
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$3.18M -$5.89K -55 -0.2%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$3.11M +$1M +9,362 +48%
CAG
156
Csenge Advisory Group
Florida
$3.05M -$802K -7,483 -21%
FCI
157
Financial Counselors Inc
Kansas
$3.04M -$90.5K -845 -3%
SIA
158
Soltis Investment Advisors
Utah
$3.01M +$49.6K +463 +2%
MWM
159
Modera Wealth Management
New Jersey
$3.01M +$173K +1,617 +6%
MSCM
160
McElhenny Sheffield Capital Management
Texas
$2.99M +$108K +961 +4%
PP
161
Prosperity Planning
Missouri
$2.98M +$22.7K +212 +0.8%
Goldman Sachs
162
Goldman Sachs
New York
$2.97M -$4.21M -39,279 -59%
SWM
163
Spire Wealth Management
Virginia
$2.94M +$470K +4,385 +19%
TRIA
164
Trail Ridge Investment Advisors
Colorado
$2.94M -$11.7K -109 -0.4%
FHC
165
First Heartland Consultants
Missouri
$2.84M -$1.5M -14,005 -35%
AF
166
Allworth Financial
California
$2.82M -$19.9M -185,751 -88%
HCA
167
Heck Capital Advisors
Wisconsin
$2.8M -$6.2M -57,837 -69%
NCM
168
Neumann Capital Management
California
$2.78M
First Trust Advisors
169
First Trust Advisors
Illinois
$2.72M +$24.9K +232 +0.9%
ATPW
170
Ashton Thomas Private Wealth
Arizona
$2.7M +$531K +4,956 +24%
HF
171
HRT Financial
New York
$2.69M -$1.71K -16 -0.1%
UB
172
UMB Bank
Missouri
$2.68M -$8.04K -75 -0.3%
SSW
173
Smith Shellnut Wilson
Mississippi
$2.67M -$22.9K -214 -0.9%
LI
174
LVZ Inc
Michigan
$2.65M +$332K +3,099 +14%
BFA
175
Bragg Financial Advisors
North Carolina
$2.59M -$5.57K -52 -0.2%