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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 %
AllianceBernstein
276
AllianceBernstein
Tennessee
$1.08M +$6.69K +59 +0.6%
TIM
277
Thompson Investment Management
Wisconsin
$1.07M +$19.5K +172 +2%
AT
278
American Trust
Kentucky
$1.06M -$536K -4,727 -34%
DWP
279
Daymark Wealth Partners
Ohio
$1.05M +$1.05M +9,242 New
CAM
280
Cozad Asset Management
Illinois
$1.04M -$2.84K -25 -0.3%
SFG
281
Sather Financial Group
Texas
$1.04M – – –
NWMG
282
National Wealth Management Group
Ohio
$1.03M +$231K +2,037 +29%
CPA
283
Cardiff Park Advisors
California
$1.02M – – –
AHC
284
Anderson Hoagland & Co
Missouri
$1M – – –
BWCS
285
Beirne Wealth Consulting Services
Connecticut
$997K +$567 +5 +0.1%
TRCT
286
Tower Research Capital (TRC)
New York
$990K +$39.9K +352 +4%
BBNA
287
Bremer Bank National Association
Minnesota
$977K – – –
PO
288
Private Ocean
California
$955K -$38.8K -342 -4%
D.E. Shaw & Co
289
D.E. Shaw & Co
New York
$944K +$944K +8,324 New
KFP
290
KMG Fiduciary Partners
Ohio
$943K – – –
SC
291
Savant Capital
Illinois
$932K +$119K +1,051 +15%
AG
292
Ascent Group
Virginia
$926K +$926K +8,163 New
TC
293
TAGStone Capital
North Carolina
$920K +$4.31K +38 +0.5%
CFG
294
Citizens Financial Group
Rhode Island
$918K +$130K +1,147 +17%
FCAS
295
First Command Advisory Services
Texas
$916K -$25.6K -226 -3%
GRP
296
Global Retirement Partners
California
$900K +$113K +998 +14%
UB
297
Umpqua Bank
Oregon
$884K -$2.95K -26 -0.3%
SWM
298
StoneCrest Wealth Management
Arizona
$881K -$777K -6,846 -47%
MAM
299
Milestone Asset Management
Pennsylvania
$880K -$1.47M -12,950 -63%
HCC
300
Hirtle Callaghan & Co
Pennsylvania
$874K – – –
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