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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
301
Global Retirement Partners
California
$875K -$106K -857 -11%
SWM
302
StoneCrest Wealth Management
Arizona
$873K -$87K -704 -9%
GAM
303
Griffin Asset Management
New York
$866K +$28.4K +230 +3%
MAM
304
Mystic Asset Management
Rhode Island
$865K
RJT
305
Raymond James Trust
Florida
$865K +$20.9K +169 +2%
CWM
306
Connecticut Wealth Management
Connecticut
$861K -$59.1K -478 -6%
NCM
307
Narwhal Capital Management
Georgia
$856K -$247 -2 -0%
JFG
308
JMG Financial Group
Illinois
$839K +$124K +1,000 +17%
EWA
309
EP Wealth Advisors
California
$825K +$18.1K +146 +2%
MGIA
310
Matthew Goff Investment Advisor
Texas
$823K
MIC
311
Meridian Investment Counsel
California
$822K
MIA
312
MainStreet Investment Advisors
Illinois
$820K +$57.5K +465 +8%
FLPIM
313
F.L. Putnam Investment Management
Massachusetts
$819K -$12.4K -100 -1%
USCWA
314
U.S. Capital Wealth Advisors
Texas
$812K -$130K -1,051 -14%
P
315
&Partners
Tennessee
$811K +$149K +1,204 +22%
CB
316
Cadence Bank
Mississippi
$806K +$806K +6,520 New
TCBWMS
317
Texas Capital Bank Wealth Management Services
Texas
$804K +$254K +2,056 +46%
NRG
318
Nemes Rush Group
Michigan
$800K
GTAM
319
Global Trust Asset Management
Florida
$789K
KBFS
320
Kohmann Bosshard Financial Services
Ohio
$785K
QCG
321
Quadrant Capital Group
Ohio
$782K
HWM
322
HighMark Wealth Management
Minnesota
$778K +$81.8K +662 +12%
Vanguard Group
323
Vanguard Group
Pennsylvania
$777K -$15.9K -129 -2%
BFO
324
Boston Family Office
Massachusetts
$773K -$94.8K -767 -11%
HCA
325
Harbour Capital Advisors
Virginia
$768K -$24.6K -200 -3%