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

730 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 194 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.62%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
194
Reduced
262
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.26M
4
ITB
Idaho Trust Bank
Idaho
+$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
+$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
Goldman Sachs
Goldman Sachs
New York
-$7.32M
5
Bank of America
Bank of America
North Carolina
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
326
Harbour Capital Advisors
Virginia
$726K – – –
SF
327
Synovus Financial
Georgia
$726K +$63.7K +561 +10%
GTAM
328
Global Trust Asset Management
Florida
$724K – – –
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$720K – – –
QCG
330
Quadrant Capital Group
Ohio
$718K – – –
UCFA
331
United Capital Financial Advisors
Texas
$715K -$17.8K -157 -2%
APP
332
Avantax Planning Partners
Iowa
$713K -$53.6K -472 -7%
MIA
333
MainStreet Investment Advisors
Illinois
$700K -$140K -1,235 -17%
SWM
334
Spire Wealth Management
Virginia
$693K -$122K -1,077 -15%
EGWAG
335
Elwood & Goetz Wealth Advisory Group
Georgia
$690K – – –
TNB
336
Thomasville National Bank
Georgia
$684K -$38.1K -336 -5%
WAM
337
Weinberger Asset Management
California
$682K -$70.1K -618 -9%
PCIA
338
Prime Capital Investment Advisors
Kansas
$679K -$292K -2,576 -30%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$673K +$122K +1,079 +22%
WAM
340
WNY Asset Management
New York
$672K -$3.97K -35 -0.6%
AFP
341
Ausdal Financial Partners
Iowa
$663K -$550K -4,844 -45%
IBOK
342
Independence Bank of Kentucky
Kentucky
$661K – – –
JFG
343
JMG Financial Group
Illinois
$656K -$14.7K -130 -2%
PFA
344
Pinnacle Family Advisors
Missouri
$656K -$37.3K -329 -5%
MA
345
MONECO Advisors
Connecticut
$648K +$2.84K +25 +0.4%
HWM
346
HighMark Wealth Management
Minnesota
$639K -$21.6K -190 -3%
KCM
347
Kanawha Capital Management
Virginia
$631K -$14.1K -124 -2%
HIA
348
Harbor Investment Advisory
Maryland
$627K +$15.2K +134 +2%
VFIC
349
Valley Forge Investment Consultants
Pennsylvania
$617K +$2.84K +25 +0.5%
GVAG
350
Great Valley Advisor Group
Delaware
$614K +$454 +4 +0.1%
12 13
14
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