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

817 hedge funds and large institutions have $5.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 226 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+68
Holders Change %
+9.08%
% of All Funds
10.88%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.31%
New
111
Increased
226
Reduced
254
Closed
26
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$28.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
Ameriprise
Ameriprise
Minnesota
+$8.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.96M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.3M
2
Lido Advisors
Lido Advisors
California
-$22M
3
WIA
World Investment Advisors
California
-$21.4M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
226
Pacific Financial Group
Washington
$1.76M -$35.6K -285 -2%
AWM
227
Apollon Wealth Management
South Carolina
$1.76M +$202K +1,617 +13%
UB
228
Umpqua Bank
Oregon
$1.76M +$592K +4,689 +51%
TIAAOA
229
Teachers Insurance & Annuity Association of America
New York
$1.75M -$438K -3,508 -20%
IWB
230
Innovative Wealth Building
Maryland
$1.72M +$1.72M +13,749 New
RSF
231
Rik Saylor Financial
Ohio
$1.71M +$1.71M +13,676 New
RA
232
Rodgers & Associates
Pennsylvania
$1.7M +$247K +1,976 +17%
CPIG
233
Chicago Partners Investment Group
Illinois
$1.69M +$2.76K +22 +0.2%
SFO
234
Stenger Family Office
Illinois
$1.67M +$1.67M +13,379 New
SWM
235
Shakespeare Wealth Management
Wisconsin
$1.66M -$3.87K -31 -0.2%
CTC
236
Corundum Trust Company
South Dakota
$1.65M -$52.2K -418 -3%
AT
237
American Trust
Kentucky
$1.64M +$478K +3,822 +41%
WT
238
Whittier Trust
California
$1.63M +$21K +168 +1%
RDFA
239
Ritter Daniher Financial Advisory
Ohio
$1.61M -$56.5K -452 -3%
FCBT
240
First Citizens Bank & Trust
North Carolina
$1.59M +$260K +2,080 +20%
VC
241
Vicus Capital
Pennsylvania
$1.57M -$106K -846 -6%
VA
242
Valmark Advisers
Ohio
$1.57M -$1.25K -10 -0.1%
EWA
243
EP Wealth Advisors
California
$1.57M +$733K +5,864 +88%
PCA
244
Prosperity Capital Advisors
Ohio
$1.56M +$1.56M +12,468 New
SB
245
Strategic Blueprint
Georgia
$1.56M -$42K -336 -3%
PFA
246
Pure Financial Advisors
California
$1.55M -$49.1K -393 -3%
PFM
247
Phillips Financial Management
Indiana
$1.54M -$2.25K -18 -0.1%
RB
248
Renasant Bank
Mississippi
$1.53M -$63.9K -511 -4%
NL
249
NWAM LLC
Washington
$1.53M -$9.62K -77 -0.6%
BOS
250
Bank of Stockton
California
$1.52M -$55.2K -442 -4%
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