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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.

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
FCFC
5
First Citizens Financial Corp
Iowa
$5.75M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$451M 4,213,606 -110,799 -3%
Wells Fargo
2
Wells Fargo
California
$449M 4,193,507 -441,103 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$373M 3,482,147 -282,426 -8%
Bank of America
4
Bank of America
North Carolina
$282M 2,635,475 +324,599 +14%
UBS Group
5
UBS Group
Switzerland
$203M 1,890,570 -100,292 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$201M 1,876,514 +78,301 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$146M 1,358,865 +22,610 +2%
Ameriprise
8
Ameriprise
Minnesota
$126M 1,172,571 -744,455 -39%
DADC
9
D.A. Davidson & Co
Montana
$92.7M 864,862 +25,852 +3%
Financial Engines Advisors
10
Financial Engines Advisors
California
$87.4M 816,187 +1,247 +0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$85M 793,555 -80,954 -9%
RJA
12
Raymond James & Associates
Florida
$76.5M 714,049 -101,022 -12%
Northern Trust
13
Northern Trust
Illinois
$71.7M 669,135 -7,903 -1%
EK
14
Evensky & Katz
Florida
$67.2M 627,137 +2,018 +0.3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$64M 597,195 +3,067 +0.5%
LPL Financial
16
LPL Financial
California
$63M 588,185 -116,223 -16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$56.7M 529,120 +287,444 +119%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$52.3M 487,963 +13,529 +3%
WSFS
19
Wilmington Savings Fund Society
Delaware
$49.7M 464,068 -246,710 -35%
CFB
20
Cullen/Frost Bankers
Texas
$45.8M 427,880 +51,011 +14%
GHA
21
GW Henssler & Associates
Georgia
$42.5M 396,887 +11,585 +3%
WJA
22
Willis Johnson & Associates
Texas
$42.1M 393,195 -1,442 -0.4%
MCM
23
MAI Capital Management
Ohio
$37.4M 349,522 -3,194 -0.9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$37.4M 349,197 +821 +0.2%
BF
25
BOK Financial
Oklahoma
$36.4M 339,739 -13,271 -4%
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