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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$86.2M
2
WAS
2
Wealth Advisory Solutions
Indiana
$33.5M
3
WIA
3
World Investment Advisors
California
$18.3M
4
Comerica Bank
4
Comerica Bank
Texas
$13.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$229M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.3M
3
Wells Fargo
3
Wells Fargo
California
$404M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$173M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITB
151
Idaho Trust Bank
Idaho
$2.96M -$279K -2,763 -9%
FP
152
Factorial Partners
New York
$2.96M -$101K -1,000 -3%
CAG
153
Csenge Advisory Group
Florida
$2.94M +$59.4K +589 +2%
Goldman Sachs
154
Goldman Sachs
New York
$2.93M +$135K +1,333 +5%
SIA
155
Soltis Investment Advisors
Utah
$2.88M +$36.7K +364 +1%
MWM
156
Modera Wealth Management
New Jersey
$2.81M -$23.7K -235 -0.8%
TRIA
157
Trail Ridge Investment Advisors
Colorado
$2.76M -$9.29K -92 -0.3%
SPC
158
Sigma Planning Corp
Michigan
$2.74M -$283K -2,805 -9%
PP
159
Prosperity Planning
Missouri
$2.72M -$81.1K -804 -3%
MSCM
160
McElhenny Sheffield Capital Management
Texas
$2.68M +$27.9K +278 +1%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$2.65M -$348K -3,447 -12%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$2.63M +$84.5K +837 +3%
FTUS
163
Flow Traders U.S.
New York
$2.61M +$1.83M +18,183 +238%
NCM
164
Neumann Capital Management
California
$2.59M -$35.3K -350 -1%
LI
165
LVZ Inc
Michigan
$2.52M +$30.3K +300 +1%
SSW
166
Smith Shellnut Wilson
Mississippi
$2.49M -$28.2K -279 -1%
TRCT
167
Tower Research Capital (TRC)
New York
$2.48M +$941K +9,324 +61%
AWM
168
AE Wealth Management
Kansas
$2.47M -$2.21M -21,912 -47%
UB
169
UMB Bank
Missouri
$2.47M -$50.5K -500 -2%
AF
170
Allworth Financial
California
$2.42M -$233K -2,304 -9%
BFA
171
Bragg Financial Advisors
North Carolina
$2.4M -$40.5K -401 -2%
WTC
172
WhitTier Trust Company
Nevada
$2.37M +$18.2K +180 +0.8%
TPCW
173
TD Private Client Wealth
New York
$2.36M -$46.3K -459 -2%
LNC
174
Lincoln National Corp
Pennsylvania
$2.29M +$13.6K +135 +0.6%
JWA
175
JFS Wealth Advisors
Pennsylvania
$2.29M +$155K +1,538 +7%
5 6
7
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