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iShares S&P Mid-Cap 400 Value ETF

750 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, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.85%
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
286
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
326
Harbour Capital Advisors
Virginia
$768K -$24.6K -200 -3%
EGWAG
327
Elwood & Goetz Wealth Advisory Group
Georgia
$755K +$3.83K +31 +0.5%
TNB
328
Thomasville National Bank
Georgia
$751K +$4.95K +40 +0.7%
WAM
329
Weinberger Asset Management
California
$746K +$2.84K +23 +0.4%
MA
330
MONECO Advisors
Connecticut
$743K +$37.1K +300 +5%
PIA
331
Panoramic Investment Advisors
Colorado
$734K +$734K +5,935 New
RSA
332
River Street Advisors
Illinois
$727K +$115K +931 +19%
UCFA
333
United Capital Financial Advisors
Texas
$721K -$57.6K -466 -7%
IBOK
334
Independence Bank of Kentucky
Kentucky
$720K
HIA
335
Harbor Investment Advisory
Maryland
$720K +$37K +299 +5%
PFA
336
Pinnacle Family Advisors
Missouri
$712K -$2.97K -24 -0.4%
MWM
337
Mission Wealth Management
California
$711K +$286K +2,317 +68%
SWM
338
Spire Wealth Management
Virginia
$709K -$45.7K -370 -6%
IWM
339
IHT Wealth Management
Illinois
$687K +$84.9K +688 +14%
RSWM
340
Robertson Stephens Wealth Management
California
$678K +$430K +3,481 +174%
FCAM
341
First Citizens Asset Management
North Carolina
$677K +$69.8K +565 +12%
BPA
342
Beacon Pointe Advisors
California
$677K -$124K -1,003 -15%
VFIC
343
Valley Forge Investment Consultants
Pennsylvania
$677K +$4.08K +33 +0.6%
WAM
344
WNY Asset Management
New York
$675K -$56.7K -459 -8%
KCM
345
Kanawha Capital Management
Virginia
$670K -$17.4K -141 -3%
GVAG
346
Great Valley Advisor Group
Delaware
$669K +$494 +4 +0.1%
DTC
347
Davidson Trust Company
Washington
$649K +$92.7K +750 +17%
CW
348
CreativeOne Wealth
Kansas
$647K +$647K +5,236 New
CIA
349
Capital Investment Advisors
Georgia
$647K
CA
350
Cambridge Advisors
Nebraska
$640K