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iShares S&P Mid-Cap 400 Value ETF

817 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, 226 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+68
Holders Change %
+9.08%
% of All Funds
10.88%
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
226
Reduced
254
Closed
26
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Shares
Change %
FF
301
Finley Financial
Nevada
$992K +$992K +7,760 New
MMHP
302
Murphy Middleton Hinkle & Parker
Georgia
$991K +$515K +4,125 +108%
NA
303
NewEdge Advisors
Louisiana
$982K +$73.5K +588 +8%
HBW
304
Hazlett, Burt & Watson
West Virginia
$971K +$12.5K +100 +1%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$966K +$360K +2,879 +59%
AIP
306
Ameritas Investment Partners
Nebraska
$965K -$50K -400 -5%
HCC
307
Hirtle Callaghan & Co
Pennsylvania
$962K
SF
308
Synovus Financial
Georgia
$937K +$3.5K +28 +0.4%
VVP
309
Venture Visionary Partners
Ohio
$935K +$18.4K +147 +2%
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$929K
SC
311
Savant Capital
Illinois
$928K -$23.7K -190 -2%
AEPWM
312
Atlantic Edge Private Wealth Management
Florida
$916K
OCM
313
Objective Capital Management
Ohio
$912K -$71.5K -572 -7%
AGP
314
Aspire Growth Partners
Florida
$907K +$907K +7,258 New
GAM
315
Griffin Asset Management
New York
$902K +$26.6K +213 +3%
SAF
316
Smith Anglin Financial
Texas
$899K -$34.1K -273 -4%
MF
317
Meridian Financial
Massachusetts
$892K +$1.63K +13 +0.2%
AIP
318
Alexis Investment Partners
Texas
$891K +$891K +7,128 New
MAM
319
Mystic Asset Management
Rhode Island
$875K
SWM
320
StoneCrest Wealth Management
Arizona
$865K -$16.9K -135 -2%
NCM
321
Narwhal Capital Management
Georgia
$865K
SIM
322
Stratos Investment Management
Ohio
$861K +$861K +6,893 New
JFG
323
JMG Financial Group
Illinois
$848K
NRG
324
Nemes Rush Group
Michigan
$845K
WIA
325
World Investment Advisors
California
$839K -$21.4M -171,098 -96%