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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 %
AIP
201
Almanack Investment Partners
Pennsylvania
$1.73M – – –
SCM
202
Stordahl Capital Management
Colorado
$1.73M -$14.9K -148 -0.9%
HWM
203
HB Wealth Management
Georgia
$1.73M -$303 -3 -0%
PPC
204
Park Place Capital
Alabama
$1.7M -$55.1K -546 -3%
PFS
205
Prospera Financial Services
Texas
$1.66M +$23.2K +230 +1%
FAIM
206
Financial Advocates Investment Management
Washington
$1.62M +$53.7K +532 +3%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$1.6M +$1.04M +10,276 +184%
SWP
208
Stratos Wealth Partners
Ohio
$1.58M -$325K -3,224 -17%
AT
209
American Trust
Kentucky
$1.57M -$146K -1,449 -9%
BCG
210
Breakwater Capital Group
New Jersey
$1.57M -$199K -2,088 -11%
WI
211
Wintrust Investments
Illinois
$1.55M +$15.1K +150 +1%
SWA
212
SOA Wealth Advisors
New York
$1.54M +$706 +7 +0%
PFG
213
Pacific Financial Group
Washington
$1.53M +$9.19K +91 +0.6%
FPIS
214
Financial Planning & Information Services
Wisconsin
$1.53M -$23.3K -231 -2%
HF
215
HRT Financial
New York
$1.48M -$1.05M -10,440 -42%
Bessemer Group
216
Bessemer Group
New Jersey
$1.45M +$258K +2,558 +22%
AF
217
Advisornet Financial
Minnesota
$1.44M -$275K -2,728 -16%
RFM
218
Royal Fund Management
Florida
$1.43M -$4.85M -48,055 -77%
HCA
219
Heck Capital Advisors
Wisconsin
$1.42M -$1.22M -12,125 -46%
CA
220
Cornerstone Advisory
Maryland
$1.41M – – –
CWM
221
C2C Wealth Management
Arizona
$1.4M -$1.98K -20 -0.1%
9WM
222
9258 Wealth Management
Ohio
$1.4M +$20.4K +202 +1%
OC
223
Oppenheimer & Co
New York
$1.4M +$117K +1,163 +9%
WMWM
224
Whitaker-Myers Wealth Managers
Ohio
$1.4M +$186K +1,838 +15%
PFA
225
Pure Financial Advisors
California
$1.39M -$860K -8,522 -38%
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