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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 %
First Trust Advisors
251
First Trust Advisors
Illinois
$1.5M +$10.6K +85 +0.7%
IAA
252
Independent Advisor Alliance
North Carolina
$1.5M +$1.5M +11,980 New
CGA
253
Crescent Grove Advisors
Illinois
$1.5M +$39.5K +316 +3%
PAA
254
Peregrine Asset Advisers
Oregon
$1.49M -$2K -16 -0.1%
WFA
255
Wellspring Financial Advisors
Ohio
$1.49M -$332K -2,660 -18%
AC
256
AlphaCore Capital
California
$1.48M +$1.34M +10,730 +985%
BSB
257
Bangor Savings Bank
Maine
$1.47M – – –
Bessemer Group
258
Bessemer Group
New Jersey
$1.47M -$67.1K -537 -4%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$1.45M – – –
BWA
260
BlueChip Wealth Advisors
Georgia
$1.44M -$49K -392 -3%
AL
261
ACAS LLC
California
$1.42M -$13K -100 -0.9%
ASN
262
Advisory Services Network
Georgia
$1.42M -$203K -1,621 -13%
ANTB
263
AMG National Trust Bank
Colorado
$1.42M -$7.47K -60 -0.5%
CAL
264
Capital Analysts LLC
Pennsylvania
$1.4M -$60.6K -485 -4%
FHA
265
First Horizon Advisors
Tennessee
$1.39M -$8.25K -66 -0.6%
CIA
266
Concurrent Investment Advisors
Florida
$1.38M +$25.1K +201 +2%
OIA
267
OneDigital Investment Advisors
Kansas
$1.38M -$113K -908 -8%
CA
268
Claro Advisors
Massachusetts
$1.37M -$74.6K -597 -5%
AFC
269
AFT Forsyth & Company
Florida
$1.35M -$18K -144 -1%
KP
270
Keel Point
Alabama
$1.35M -$51.4K -411 -4%
SQA
271
Simon Quick Advisors
New Jersey
$1.34M – – –
ONB
272
Old National Bancorp
Indiana
$1.3M +$1.3M +10,394 New
SWP
273
Stratos Wealth Partners
Ohio
$1.29M -$153K -1,225 -11%
MCM
274
MidAtlantic Capital Management
Virginia
$1.27M +$36K +288 +3%
TIM
275
Thompson Investment Management
Wisconsin
$1.25M +$41.9K +335 +3%
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