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iShares S&P Mid-Cap 400 Value ETF

750 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.85%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
69
Increased
195
Reduced
286
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
RB
226
Renasant Bank
Mississippi
$1.58M -$865 -7 -0.1%
HWMC
227
Heritage Wealth Management (California)
California
$1.57M -$16.7K -135 -1%
FPIS
228
Financial Planning & Information Services
Wisconsin
$1.57M -$39.1K -316 -2%
BOS
229
Bank of Stockton
California
$1.56M -$743K -6,011 -32%
VA
230
Valmark Advisers
Ohio
$1.55M -$66.3K -536 -4%
AWM
231
Apollon Wealth Management
South Carolina
$1.54M +$1.24K +10 +0.1%
Citigroup
232
Citigroup
New York
$1.53M +$105K +847 +7%
PFM
233
Phillips Financial Management
Indiana
$1.52M -$30.2K -244 -2%
NL
234
NWAM LLC
Washington
$1.52M +$1.52M +12,288 New
Bessemer Group
235
Bessemer Group
New Jersey
$1.52M
OIA
236
OneDigital Investment Advisors
Kansas
$1.48M -$31.2K -252 -2%
PAA
237
Peregrine Asset Advisers
Oregon
$1.48M -$5.19K -42 -0.3%
BWA
238
BlueChip Wealth Advisors
Georgia
$1.48M -$6.31K -51 -0.4%
First Trust Advisors
239
First Trust Advisors
Illinois
$1.47M -$1.39M -11,223 -49%
ASN
240
Advisory Services Network
Georgia
$1.47M
BSB
241
Bangor Savings Bank
Maine
$1.46M -$494 -4 -0%
CAL
242
Capital Analysts LLC
Pennsylvania
$1.45M -$87.8K -710 -6%
RA
243
Rodgers & Associates
Pennsylvania
$1.44M +$139K +1,127 +11%
CGA
244
Crescent Grove Advisors
Illinois
$1.44M
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$1.44M -$18K -146 -1%
SWP
246
Stratos Wealth Partners
Ohio
$1.43M -$244K -1,972 -15%
CA
247
Claro Advisors
Massachusetts
$1.43M -$5.69K -46 -0.4%
WA
248
Waverly Advisors
Alabama
$1.41M -$11.2K -91 -0.8%
ANTB
249
AMG National Trust Bank
Colorado
$1.41M -$59.6K -482 -4%
KP
250
Keel Point
Alabama
$1.39M