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

818 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, 227 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+68
Holders Change %
+9.07%
% of All Funds
10.89%
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
227
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 %
BFAG
276
Blackston Financial Advisory Group
Florida
$1.24M -$45.6K -365 -4%
FWP
277
FAS Wealth Partners
Kansas
$1.22M +$3.5K +28 +0.3%
WP
278
WealthShield Partners
North Carolina
$1.21M -$19.7K -158 -2%
AllianceBernstein
279
AllianceBernstein
Tennessee
$1.2M +$10K +80 +0.8%
FPGK
280
Financial Partners Group (Kansas)
Kansas
$1.19M -$6.25K -50 -0.5%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$1.18M +$362K +2,896 +44%
WMWM
282
Whitaker-Myers Wealth Managers
Ohio
$1.18M -$488K -3,903 -29%
Citigroup
283
Citigroup
New York
$1.17M -$377K -3,016 -24%
CWM
284
Congress Wealth Management
Massachusetts
$1.17M -$42K -336 -3%
AIA
285
AssuredPartners Investment Advisors
Florida
$1.17M +$1.17M +9,335 New
AHC
286
Anderson Hoagland & Co
Missouri
$1.16M – – –
MMA
287
Miracle Mile Advisors
California
$1.15M -$69.2K -554 -6%
SFG
288
Sather Financial Group
Texas
$1.15M – – –
TIAA Trust, National Association
289
TIAA Trust, National Association
North Carolina
$1.15M +$44K +352 +4%
CPA
290
Cardiff Park Advisors
California
$1.12M – – –
EL
291
Essex LLC
Illinois
$1.1M -$22.7K -182 -2%
DWP
292
Daymark Wealth Partners
Ohio
$1.09M -$39K -312 -3%
BBNA
293
Bremer Bank National Association
Minnesota
$1.07M – – –
Franklin Resources
294
Franklin Resources
California
$1.06M +$150K +1,200 +16%
BPA
295
Beacon Pointe Advisors
California
$1.06M +$375K +2,997 +55%
CAM
296
Cresset Asset Management
Illinois
$1.06M -$903K -7,228 -46%
KFP
297
KMG Fiduciary Partners
Ohio
$1.06M +$18.2K +146 +2%
CFG
298
Citizens Financial Group
Rhode Island
$1.06M +$33.1K +265 +3%
TC
299
TAGStone Capital
North Carolina
$1.03M +$5.25K +42 +0.5%
HFRG
300
Houlihan Financial Resource Group
Virginia
$994K +$125 +1 +0%
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