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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 %
UCFA
326
United Capital Financial Advisors
Texas
$764K -$15.1K -128 -2%
EWA
327
EP Wealth Advisors
California
$760K -$121K -1,023 -14%
Vanguard Group
328
Vanguard Group
Pennsylvania
$758K +$50.5K +427 +7%
GTAM
329
Global Trust Asset Management
Florida
$755K – – –
Franklin Resources
330
Franklin Resources
California
$753K -$14.2K -120 -2%
TNB
331
Thomasville National Bank
Georgia
$753K – – –
KBFS
332
Kohmann Bosshard Financial Services
Ohio
$751K – – –
QCG
333
Quadrant Capital Group
Ohio
$749K +$235K +1,987 +46%
HCA
334
Harbour Capital Advisors
Virginia
$746K – – –
PFA
335
Pinnacle Family Advisors
Missouri
$723K -$18.2K -154 -2%
EGWAG
336
Elwood & Goetz Wealth Advisory Group
Georgia
$719K +$2.37K +20 +0.3%
CB
337
Cadence Bank
Mississippi
$714K – – –
WAM
338
WNY Asset Management
New York
$705K +$6.62K +56 +0.9%
AF
339
Advisornet Financial
Minnesota
$700K -$257K -2,175 -27%
JFG
340
JMG Financial Group
Illinois
$700K +$59.1K +500 +9%
SF
341
Synovus Financial
Georgia
$691K +$63.2K +534 +10%
IBOK
342
Independence Bank of Kentucky
Kentucky
$689K – – –
HWM
343
HighMark Wealth Management
Minnesota
$688K -$326K -2,754 -32%
SWA
344
Stratos Wealth Advisors
Ohio
$686K +$473K +4,001 +222%
DWM
345
Dakota Wealth Management
Florida
$683K +$34.8K +294 +5%
JAG
346
Journey Advisory Group
Kentucky
$677K -$4.4M -37,203 -87%
KCM
347
Kanawha Capital Management
Virginia
$672K +$115K +972 +21%
MA
348
MONECO Advisors
Connecticut
$672K +$8.75K +74 +1%
MTC
349
McDaniel Terry & Co
Texas
$668K +$668K +5,646 New
M
350
MOTCO
Texas
$663K +$414K +3,498 +166%
12 13
14
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