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

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$9.97M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.49M
3
PFS
Prospera Financial Services
Texas
+$5.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.17M
5
CWM
Cordatus Wealth Management
Pennsylvania
+$5.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$62.4M
2
LWM
Liberty Wealth Management
California
-$48.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$20.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$19.4M
5
Wells Fargo
Wells Fargo
California
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
276
Anderson Hoagland & Co
Missouri
$1.1M – – –
TIAA Trust, National Association
277
TIAA Trust, National Association
North Carolina
$1.09M -$137K -1,105 -11%
CAM
278
Cozad Asset Management
Illinois
$1.06M -$73.6K -595 -6%
BBNA
279
Bremer Bank National Association
Minnesota
$1.06M -$3.34K -27 -0.3%
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$1.04M -$4.52M -36,584 -81%
KFP
281
KMG Fiduciary Partners
Ohio
$1.03M – – –
BWCS
282
Beirne Wealth Consulting Services
Connecticut
$1.01M -$73.9K -598 -7%
CFG
283
Citizens Financial Group
Rhode Island
$1.01M +$11.9K +96 +1%
TC
284
TAGStone Capital
North Carolina
$1.01M +$5.94K +48 +0.6%
AIP
285
Ameritas Investment Partners
Nebraska
$1M -$265K -2,145 -21%
HFRG
286
Houlihan Financial Resource Group
Virginia
$983K +$983K +7,954 New
OCM
287
Objective Capital Management
Ohio
$973K +$973K +7,871 New
HCC
288
Hirtle Callaghan & Co
Pennsylvania
$952K – – –
Franklin Resources
289
Franklin Resources
California
$951K -$38.6K -295 -4%
HBW
290
Hazlett, Burt & Watson
West Virginia
$951K +$5.7K +46 +0.6%
SC
291
Savant Capital
Illinois
$942K -$73.4K -594 -7%
SAF
292
Smith Anglin Financial
Texas
$923K -$23K -186 -2%
SF
293
Synovus Financial
Georgia
$923K +$132K +1,069 +17%
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$919K +$57.5K +465 +7%
VVP
295
Venture Visionary Partners
Ohio
$907K -$9.03K -73 -1%
AEPWM
296
Atlantic Edge Private Wealth Management
Florida
$906K +$8.65K +70 +1%
Two Sigma Investments
297
Two Sigma Investments
New York
$902K +$902K +7,300 New
NA
298
NewEdge Advisors
Louisiana
$899K +$5.93K +48 +0.7%
FCAS
299
First Command Advisory Services
Texas
$882K -$116K -940 -12%
MF
300
Meridian Financial
Massachusetts
$881K +$18.8K +152 +2%
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