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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 %
FCBT
251
First Citizens Bank & Trust
North Carolina
$1.35M -$36.6K -323 -3%
MMA
252
Miracle Mile Advisors
California
$1.35M -$409K -3,601 -23%
AL
253
ACAS LLC
California
$1.34M -$97.8K -800 -7%
BSB
254
Bangor Savings Bank
Maine
$1.34M -$56.7K -500 -4%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.34M -$1.25K -11 -0.1%
CGA
256
Crescent Grove Advisors
Illinois
$1.32M -$50.4K -444 -4%
CA
257
Claro Advisors
Massachusetts
$1.32M +$1.02K +9 +0.1%
FHA
258
First Horizon Advisors
Tennessee
$1.31M -$30.6K -270 -2%
Citigroup
259
Citigroup
New York
$1.31M +$5.22K +46 +0.4%
WA
260
Waverly Advisors
Alabama
$1.31M – – –
KP
261
Keel Point
Alabama
$1.31M +$214K +1,839 +20%
SWM
262
Shakespeare Wealth Management
Wisconsin
$1.28M -$5.11K -45 -0.4%
AFC
263
AFT Forsyth & Company
Florida
$1.24M +$681 +6 +0.1%
SAM
264
Synergy Asset Management
Washington
$1.22M +$1.22M +10,729 New
SQA
265
Simon Quick Advisors
New Jersey
$1.21M – – –
RA
266
Rodgers & Associates
Pennsylvania
$1.2M +$5.67K +50 +0.5%
AIP
267
Ameritas Investment Partners
Nebraska
$1.17M – – –
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
$1.14M +$1.14M +10,073 New
TIAA Trust, National Association
269
TIAA Trust, National Association
North Carolina
$1.13M -$123K -1,084 -10%
MCM
270
MidAtlantic Capital Management
Virginia
$1.12M – – –
CIA
271
Concurrent Investment Advisors
Florida
$1.11M +$8.74K +77 +0.8%
FPGK
272
Financial Partners Group (Kansas)
Kansas
$1.11M -$156K -1,374 -12%
EL
273
Essex LLC
Illinois
$1.1M -$38.1K -336 -3%
FWP
274
FAS Wealth Partners
Kansas
$1.1M +$14.5K +128 +1%
WP
275
WealthShield Partners
North Carolina
$1.08M +$1.02K +9 +0.1%
9 10
11
12 13