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

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$282M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56.7M
3
AAP
3
Arax Advisory Partners
Colorado
$10.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M
5
CFB
5
Cullen/Frost Bankers
Texas
$45.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
AssetMark Inc
2
AssetMark Inc
California
$16.9K
3
Wells Fargo
3
Wells Fargo
California
$449M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$373M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
201
Breakwater Capital Group
New Jersey
$1.98M +$151K +1,412 +8%
PB
202
Pinnacle Bancorp
Nebraska
$1.93M -$5.25K -49 -0.3%
HCC
203
Hirtle Callaghan & Co
Pennsylvania
$1.91M +$927K +8,651 +94%
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$1.88M +$7.61K +71 +0.4%
PPC
205
Park Place Capital
Alabama
$1.86M -$28.7K -268 -2%
SCM
206
Stordahl Capital Management
Colorado
$1.85M -$23.5K -219 -1%
AIP
207
Almanack Investment Partners
Pennsylvania
$1.84M – – –
HWM
208
HB Wealth Management
Georgia
$1.84M -$94K -877 -5%
AF
209
Advisornet Financial
Minnesota
$1.82M +$33.9K +316 +2%
OWM
210
Opes Wealth Management
California
$1.82M -$65.8K -614 -3%
AT
211
American Trust
Kentucky
$1.82M -$10.9K -102 -0.6%
LFAS
212
Level Four Advisory Services
Texas
$1.8M +$45.2K +422 +3%
PFS
213
Prospera Financial Services
Texas
$1.73M +$446K +4,161 +35%
EL
214
Essex LLC
Illinois
$1.73M -$171K -1,597 -9%
FAIM
215
Financial Advocates Investment Management
Washington
$1.67M +$83.2K +777 +5%
FPIS
216
Financial Planning & Information Services
Wisconsin
$1.65M -$37.7K -352 -2%
TC
217
TownSquare Capital
Utah
$1.64M +$1.21M +11,289 +280%
ASN
218
Advisory Services Network
Georgia
$1.64M -$123K -1,150 -7%
TRCT
219
Tower Research Capital (TRC)
New York
$1.64M -$166K -1,549 -9%
SWA
220
SOA Wealth Advisors
New York
$1.63M -$212K -1,981 -12%
WI
221
Wintrust Investments
Illinois
$1.63M -$60K -560 -4%
PFG
222
Pacific Financial Group
Washington
$1.62M +$34.2K +319 +2%
BAM
223
Beaumont Asset Management
Texas
$1.59M +$1.59M +14,831 New
CWM
224
C2C Wealth Management
Arizona
$1.56M +$176K +1,598 +13%
VA
225
Valmark Advisers
Ohio
$1.56M +$80.6K +752 +5%
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