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

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$293M
2
Lido Advisors
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$479M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$395M
3
FHC
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.5M
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$894K -$48.2K -407 -5%
HBW
302
Hazlett, Burt & Watson
West Virginia
$892K +$13.1K +111 +1%
MIA
303
MainStreet Investment Advisors
Illinois
$876K – – –
AEPWM
304
Atlantic Edge Private Wealth Management
Florida
$868K -$25.8K -218 -3%
Renaissance Technologies
305
Renaissance Technologies
New York
$864K +$864K +7,300 New
GAM
306
Griffin Asset Management
New York
$864K +$4.26K +36 +0.5%
BPA
307
Beacon Pointe Advisors
California
$861K +$50.7K +429 +6%
SWM
308
Spire Wealth Management
Virginia
$850K -$162K -1,368 -16%
SS
309
Sunbelt Securities
Texas
$849K -$68.4K -578 -7%
SC
310
Savant Capital
Illinois
$847K -$84.6K -715 -9%
MF
311
Meridian Financial
Massachusetts
$842K +$70.5K +596 +9%
BFO
312
Boston Family Office
Massachusetts
$830K -$197K -1,663 -19%
NWMG
313
National Wealth Management Group
Ohio
$830K +$35K +296 +4%
MAM
314
Mystic Asset Management
Rhode Island
$828K +$355K +3,000 +75%
CFG
315
Citizens Financial Group
Rhode Island
$821K +$3.31K +28 +0.4%
NPFS
316
Novak & Powell Financial Services
Florida
$820K -$918K -7,757 -53%
GRP
317
Global Retirement Partners
California
$820K +$44K +372 +6%
NCM
318
Narwhal Capital Management
Georgia
$819K – – –
NRG
319
Nemes Rush Group
Michigan
$800K – – –
APP
320
Avantax Planning Partners
Iowa
$799K -$171K -1,443 -18%
MGIA
321
Matthew Goff Investment Advisor
Texas
$787K -$378K -3,199 -32%
MIC
322
Meridian Investment Counsel
California
$786K – – –
SFA
323
Sequoia Financial Advisors
Ohio
$785K -$11.8K -100 -1%
WAM
324
Weinberger Asset Management
California
$784K -$129K -1,094 -14%
PIA
325
Panoramic Investment Advisors
Colorado
$779K +$228K +1,925 +41%
11 12
13
14 15