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

730 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 194 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.62%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
194
Reduced
262
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.26M
4
ITB
Idaho Trust Bank
Idaho
+$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
+$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
Goldman Sachs
Goldman Sachs
New York
-$7.32M
5
Bank of America
Bank of America
North Carolina
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$1.54M +$95K +837 +7%
AFG
227
Allegheny Financial Group
Pennsylvania
$1.51M +$227 +2 +0%
RDFA
228
Ritter Daniher Financial Advisory
Ohio
$1.49M +$50.8K +448 +4%
VA
229
Valmark Advisers
Ohio
$1.49M -$1.14K -10 -0.1%
PFA
230
Pure Financial Advisors
California
$1.48M -$18.4K -162 -1%
FPIS
231
Financial Planning & Information Services
Wisconsin
$1.47M -$5.22K -46 -0.4%
ASN
232
Advisory Services Network
Georgia
$1.47M +$266K +2,344 +22%
OA
233
Operose Advisors
Wisconsin
$1.47M – – –
WT
234
Whittier Trust
California
$1.46M – – –
HWMC
235
Heritage Wealth Management (California)
California
$1.46M +$41.2K +363 +3%
WMWM
236
Whitaker-Myers Wealth Managers
Ohio
$1.46M -$320K -2,824 -18%
SB
237
Strategic Blueprint
Georgia
$1.45M – – –
EFG
238
Ehrlich Financial Group
California
$1.45M -$547K -4,824 -27%
RB
239
Renasant Bank
Mississippi
$1.45M -$47.4K -418 -3%
JIC
240
Johnson Investment Counsel
Ohio
$1.43M +$73.7K +650 +5%
PFM
241
Phillips Financial Management
Indiana
$1.43M -$825K -7,274 -37%
EDRIA
242
Edmonds Duncan Registered Investment Advisors
Kansas
$1.43M -$78.9K -695 -5%
AWM
243
Apollon Wealth Management
South Carolina
$1.41M +$1.25K +11 +0.1%
CAL
244
Capital Analysts LLC
Pennsylvania
$1.41M – – –
Bessemer Group
245
Bessemer Group
New Jersey
$1.39M – – –
OIA
246
OneDigital Investment Advisors
Kansas
$1.39M +$98.1K +865 +8%
PAA
247
Peregrine Asset Advisers
Oregon
$1.36M -$17.9K -158 -1%
BWA
248
BlueChip Wealth Advisors
Georgia
$1.36M -$218K -1,922 -14%
WFA
249
Wellspring Financial Advisors
Ohio
$1.35M – – –
ANTB
250
AMG National Trust Bank
Colorado
$1.35M +$49.2K +434 +4%
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