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

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$293M
2
Lido Advisors
2
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
5
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$479M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$395M
3
FHC
3
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.5M
5
CIC
5
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$1.4M +$63.3K +535 +5%
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$1.4M +$828 +7 +0.1%
AL
253
ACAS LLC
California
$1.39M -$13.5K -114 -1%
FTUS
254
Flow Traders U.S.
New York
$1.38M +$1.38M +11,655 New
CA
255
Claro Advisors
Massachusetts
$1.37M +$216K +1,822 +19%
WA
256
Waverly Advisors
Alabama
$1.36M +$82.3K +696 +6%
Citigroup
257
Citigroup
New York
$1.36M +$12.9K +109 +1%
ANTB
258
AMG National Trust Bank
Colorado
$1.36M +$710 +6 +0.1%
OIA
259
OneDigital Investment Advisors
Kansas
$1.34M -$49.9K -422 -4%
SWM
260
Shakespeare Wealth Management
Wisconsin
$1.34M -$5.8K -49 -0.4%
FPGK
261
Financial Partners Group (Kansas)
Kansas
$1.32M -$88K -744 -6%
TIAA Trust, National Association
262
TIAA Trust, National Association
North Carolina
$1.3M +$228K +1,929 +21%
AFC
263
AFT Forsyth & Company
Florida
$1.29M -$8.52K -72 -0.7%
SQA
264
Simon Quick Advisors
New Jersey
$1.27M -$125K -1,054 -9%
AFP
265
Ausdal Financial Partners
Iowa
$1.26M +$718K +6,073 +132%
ASN
266
Advisory Services Network
Georgia
$1.25M -$43.2K -365 -3%
RA
267
Rodgers & Associates
Pennsylvania
$1.24M +$9.23K +78 +0.7%
SWPG
268
Strategic Wealth Partners Group
Illinois
$1.22M +$355 +3 +0%
AIP
269
Ameritas Investment Partners
Nebraska
$1.21M -$10.1K -85 -0.8%
EL
270
Essex LLC
Illinois
$1.19M -$15.3K -129 -1%
MCM
271
MidAtlantic Capital Management
Virginia
$1.17M – – –
CIA
272
Concurrent Investment Advisors
Florida
$1.15M -$1.89K -16 -0.2%
FWP
273
FAS Wealth Partners
Kansas
$1.13M +$24.5K +207 +2%
WP
274
WealthShield Partners
North Carolina
$1.13M -$63.2K -534 -5%
RJT
275
Raymond James Trust
Florida
$1.12M -$31.6K -267 -3%
9 10
11
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