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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 %
PFM
176
Phillips Financial Management
Indiana
$2.28M -$814K -8,062 -26%
CB
177
Commerce Bank
Missouri
$2.27M – – –
NSB
178
Norway Savings Bank
Maine
$2.26M +$2.26M +22,377 New
KWM
179
Kingsview Wealth Management
Oregon
$2.26M +$25.8K +256 +1%
OPW
180
Oxler Private Wealth
New York
$2.25M -$47K -465 -2%
First Trust Advisors
181
First Trust Advisors
Illinois
$2.18M -$379K -3,758 -15%
AWM
182
Avior Wealth Management
Nebraska
$2.16M -$31.5K -312 -1%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$2.15M +$170K +1,684 +9%
SFO
184
Stokes Family Office
Louisiana
$2.12M -$14.6K -145 -0.7%
CA
185
Clearstead Advisors
Ohio
$2.11M +$1.57M +15,601 +293%
GT
186
Glenmede Trust
Pennsylvania
$2.08M -$76.7K -760 -4%
MMA
187
Miracle Mile Advisors
California
$2.07M -$8.92M -88,393 -81%
TFF
188
The Family Firm
Maryland
$2.06M -$96K -951 -4%
BSW
189
Buckingham Strategic Wealth
Missouri
$2.06M -$67.7K -671 -3%
PFP
190
Pinnacle Financial Partners
Tennessee
$2.05M +$156K +1,546 +8%
TIA
191
Tiemann Investment Advisors
California
$2.04M -$10.1K -100 -0.5%
PRWA
192
Platte River Wealth Advisors
Colorado
$2M -$4.34K -43 -0.2%
GPA
193
Guidance Point Advisors
Massachusetts
$1.96M – – –
SCG
194
Sonata Capital Group
Washington
$1.9M -$35.3K -350 -2%
CTC
195
Corundum Trust Company
South Dakota
$1.9M – – –
William Blair & Company
196
William Blair & Company
Illinois
$1.84M -$42.7K -423 -2%
PB
197
Pinnacle Bancorp
Nebraska
$1.82M -$706 -7 -0%
DBIA
198
Dumont & Blake Investment Advisors
New Jersey
$1.8M +$31.3K +310 +2%
OWM
199
Opes Wealth Management
California
$1.75M +$29.3K +290 +2%
LFAS
200
Level Four Advisory Services
Texas
$1.73M +$33.6K +333 +2%
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