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iShares S&P Mid-Cap 400 Value ETF

818 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, 227 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+68
Holders Change %
+9.07%
% of All Funds
10.89%
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
227
Reduced
254
Closed
26
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$836K +$8K +64 +1%
MGIA
327
Matthew Goff Investment Advisor
Texas
$832K
MIC
328
Meridian Investment Counsel
California
$831K
MIA
329
MainStreet Investment Advisors
Illinois
$829K
CWM
330
Connecticut Wealth Management
Connecticut
$824K -$46.5K -372 -5%
CFGA
331
Cambridge Financial Group (Arizona)
Arizona
$823K +$500 +4 +0.1%
P
332
&Partners
Tennessee
$821K -$2.01K -16 -0.2%
GRP
333
Global Retirement Partners
California
$814K -$69.5K -556 -8%
TCBWMS
334
Texas Capital Bank Wealth Management Services
Texas
$812K
FCAS
335
First Command Advisory Services
Texas
$808K -$83.6K -669 -9%
CB
336
Cadence Bank
Mississippi
$799K -$15.7K -126 -2%
TNB
337
Thomasville National Bank
Georgia
$797K +$38.6K +309 +5%
KBFS
338
Kohmann Bosshard Financial Services
Ohio
$793K
GTAM
339
Global Trust Asset Management
Florida
$792K -$5K -40 -0.6%
Vanguard Group
340
Vanguard Group
Pennsylvania
$788K +$2.5K +20 +0.3%
HCA
341
Harbour Capital Advisors
Virginia
$768K -$16.3K -130 -2%
EGWAG
342
Elwood & Goetz Wealth Advisory Group
Georgia
$763K
MA
343
MONECO Advisors
Connecticut
$749K -$1.38K -11 -0.2%
FPAS
344
Focus Partners Advisor Solutions
Missouri
$748K +$124K +996 +20%
PIA
345
Panoramic Investment Advisors
Colorado
$742K
AWP
346
Axis Wealth Partners
Rhode Island
$735K +$735K +5,881 New
WAM
347
Weinberger Asset Management
California
$733K -$21K -168 -3%
HF
348
HRT Financial
New York
$733K +$733K +5,872 New
HIA
349
Harbor Investment Advisory
Maryland
$733K +$4.62K +37 +0.6%
IBOK
350
Independence Bank of Kentucky
Kentucky
$728K