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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 %
QPWM
176
Quadrant Private Wealth Management
Pennsylvania
$2.54M +$2.54M +22,314 New
KWM
177
Kingsview Wealth Management
Oregon
$2.54M -$11.2K -98 -0.4%
PFM
178
Phillips Financial Management
Indiana
$2.54M -$43.4K -381 -2%
OPW
179
Oxler Private Wealth
New York
$2.53M -$8.9K -78 -0.4%
First Trust Advisors
180
First Trust Advisors
Illinois
$2.52M +$58.8K +516 +2%
TPCW
181
TD Private Client Wealth
New York
$2.49M -$168K -1,477 -6%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$2.49M +$59.8K +524 +2%
PFP
183
Pinnacle Financial Partners
Tennessee
$2.39M +$75.3K +660 +3%
GT
184
Glenmede Trust
Pennsylvania
$2.37M +$17.1K +150 +0.7%
NSB
185
Norway Savings Bank
Maine
$2.35M -$197K -1,729 -8%
TIA
186
Tiemann Investment Advisors
California
$2.34M +$38.8K +340 +2%
HCA
187
Heck Capital Advisors
Wisconsin
$2.31M +$705K +6,181 +44%
TFF
188
The Family Firm
Maryland
$2.29M -$44.5K -390 -2%
PPW
189
Presilium Private Wealth
Pennsylvania
$2.29M +$1.84M +16,104 +409%
SFO
190
Stokes Family Office
Louisiana
$2.28M -$121K -1,057 -5%
PRWA
191
Platte River Wealth Advisors
Colorado
$2.26M
GPA
192
Guidance Point Advisors
Massachusetts
$2.24M +$20.7K +181 +0.9%
AWM
193
Avior Wealth Management
Nebraska
$2.22M -$220K -1,927 -9%
AWM
194
AE Wealth Management
Kansas
$2.21M -$537K -4,787 -20%
SCG
195
Sonata Capital Group
Washington
$2.15M
PB
196
Pinnacle Bancorp
Nebraska
$2.05M -$114 -1 -0%
AAS
197
Avantax Advisory Services
Texas
$2.04M -$1.33M -11,684 -39%
LFAS
198
Level Four Advisory Services
Texas
$2.04M +$83.7K +734 +4%
BSW
199
Buckingham Strategic Wealth
Missouri
$2.03M -$295K -2,584 -13%
DBIA
200
Dumont & Blake Investment Advisors
New Jersey
$2.03M -$5.7K -50 -0.3%