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iShares S&P Mid-Cap 400 Value ETF

749 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, 285 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.83%
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
285
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$1.38M -$48.8K -395 -3%
AL
252
ACAS LLC
California
$1.37M +$14.6K +118 +1%
AFC
253
AFT Forsyth & Company
Florida
$1.35M +$247 +2 +0%
CIA
254
Concurrent Investment Advisors
Florida
$1.34M +$134K +1,085 +11%
SQA
255
Simon Quick Advisors
New Jersey
$1.32M +$124 +1 +0%
FCBT
256
First Citizens Bank & Trust
North Carolina
$1.32M -$153K -1,239 -10%
BFAG
257
Blackston Financial Advisory Group
Florida
$1.27M +$1.27M +10,254 New
BDWCC
258
B&D White Capital Company
Texas
$1.25M +$1.25M +10,099 New
MCM
259
MidAtlantic Capital Management
Virginia
$1.22M +$2.84K +23 +0.2%
Jane Street
260
Jane Street
New York
$1.22M -$2.82M -22,805 -70%
WP
261
WealthShield Partners
North Carolina
$1.22M +$38.2K +309 +3%
MMA
262
Miracle Mile Advisors
California
$1.21M -$258K -2,091 -18%
FWP
263
FAS Wealth Partners
Kansas
$1.2M +$6.55K +53 +0.5%
CWM
264
Congress Wealth Management
Massachusetts
$1.2M +$1.2M +9,715 New
TIM
265
Thompson Investment Management
Wisconsin
$1.2M +$29.5K +239 +3%
FPGK
266
Financial Partners Group (Kansas)
Kansas
$1.18M -$29.7K -240 -2%
AllianceBernstein
267
AllianceBernstein
Tennessee
$1.17M +$618 +5 +0.1%
RFM
268
Royal Fund Management
Florida
$1.16M -$1.21M -9,747 -51%
AT
269
American Trust
Kentucky
$1.15M -$5.93K -48 -0.5%
ABWM
270
Alpine Bank Wealth Management
Colorado
$1.15M +$1.15M +9,272 New
UB
271
Umpqua Bank
Oregon
$1.14M +$179K +1,450 +19%
SFG
272
Sather Financial Group
Texas
$1.14M
DWP
273
Daymark Wealth Partners
Ohio
$1.11M -$29.1K -235 -3%
EL
274
Essex LLC
Illinois
$1.11M -$86.2K -697 -7%
CPA
275
Cardiff Park Advisors
California
$1.11M