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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.

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
KBC
4
Key Bridge Compliance
$15.8M
5
Comerica Bank
5
Comerica Bank
Texas
$13.5M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$416M 4,118,729 -94,877 -2%
Wells Fargo
2
Wells Fargo
California
$404M 4,007,628 -185,879 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$338M 3,349,778 -132,369 -4%
Bank of America
4
Bank of America
North Carolina
$229M 2,273,472 -362,003 -14%
UBS Group
5
UBS Group
Switzerland
$193M 1,911,606 +21,036 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M 1,712,233 -164,281 -9%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$138M 1,365,801 +6,936 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$115M 1,140,442 -32,129 -3%
DADC
9
D.A. Davidson & Co
Montana
$88.3M 874,999 +10,137 +1%
LPL Financial
10
LPL Financial
California
$86.2M 854,347 +266,162 +45%
Financial Engines Advisors
11
Financial Engines Advisors
California
$81M 797,679 -18,508 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$74.9M 742,308 -51,247 -6%
RJA
13
Raymond James & Associates
Florida
$70.7M 700,323 -13,726 -2%
Northern Trust
14
Northern Trust
Illinois
$66.9M 663,164 -5,971 -0.9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$59.7M 591,058 -6,137 -1%
EK
16
Evensky & Katz
Florida
$58.7M 581,272 -45,865 -7%
CFB
17
Cullen/Frost Bankers
Texas
$49.4M 489,329 +61,449 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$47.5M 470,249 -17,714 -4%
WSFS
19
Wilmington Savings Fund Society
Delaware
$43.7M 433,208 -30,860 -7%
GHA
20
GW Henssler & Associates
Georgia
$40.7M 402,826 +5,939 +1%
WJA
21
Willis Johnson & Associates
Texas
$40M 396,404 +3,209 +0.8%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$36.1M 358,017 +8,820 +3%
MCM
23
MAI Capital Management
Ohio
$35.6M 353,008 +3,486 +1%
WAS
24
Wealth Advisory Solutions
Indiana
$33.5M 311,393 +152,154 +96%
Truist Financial
25
Truist Financial
North Carolina
$32.9M 326,424 -10,223 -3%
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