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iShares S&P Mid-Cap 400 Value ETF

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Shares
Change %
VC
226
Vicus Capital
Pennsylvania
$1.61M +$120K +1,018 +8%
Citadel Advisors
227
Citadel Advisors
Florida
$1.58M -$2.17M -18,315 -58%
AI
228
Atria Investments
North Carolina
$1.58M +$80K +676 +5%
AFG
229
Allegheny Financial Group
Pennsylvania
$1.57M -$25.7K -217 -2%
EDRIA
230
Edmonds Duncan Registered Investment Advisors
Kansas
$1.57M +$42K +355 +3%
PFA
231
Pure Financial Advisors
California
$1.56M -$31.3K -265 -2%
RB
232
Renasant Bank
Mississippi
$1.56M
CPIG
233
Chicago Partners Investment Group
Illinois
$1.55M +$1.35K +12 +0.1%
VA
234
Valmark Advisers
Ohio
$1.55M -$5.92K -50 -0.4%
FPIS
235
Financial Planning & Information Services
Wisconsin
$1.54M -$173K -1,462 -10%
OA
236
Operose Advisors
Wisconsin
$1.53M +$1.53M +12,923 New
WT
237
Whittier Trust
California
$1.52M -$10.8K -91 -0.7%
SB
238
Strategic Blueprint
Georgia
$1.51M
SWP
239
Stratos Wealth Partners
Ohio
$1.5M -$241K -2,037 -14%
RDFA
240
Ritter Daniher Financial Advisory
Ohio
$1.5M +$86K +727 +6%
HWMC
241
Heritage Wealth Management (California)
California
$1.48M -$98.9K -836 -6%
AWM
242
Apollon Wealth Management
South Carolina
$1.47M -$21.3K -180 -1%
CAL
243
Capital Analysts LLC
Pennsylvania
$1.47M
BSB
244
Bangor Savings Bank
Maine
$1.45M
Bessemer Group
245
Bessemer Group
New Jersey
$1.45M
FCBT
246
First Citizens Bank & Trust
North Carolina
$1.45M -$241K -2,037 -14%
PAA
247
Peregrine Asset Advisers
Oregon
$1.44M -$24.1K -204 -2%
CGA
248
Crescent Grove Advisors
Illinois
$1.43M
JIC
249
Johnson Investment Counsel
Ohio
$1.41M -$399K -3,369 -22%
WFA
250
Wellspring Financial Advisors
Ohio
$1.41M