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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
351
Private Capital Management (Colorado)
Colorado
$653K +$7.69K +65 +1%
CWM
352
Cornerstone Wealth Management
Missouri
$641K -$17.2K -145 -3%
VFIC
353
Valley Forge Investment Consultants
Pennsylvania
$641K -$105K -884 -14%
GVAG
354
Great Valley Advisor Group
Delaware
$639K +$141K +1,195 +28%
HIA
355
Harbor Investment Advisory
Maryland
$638K +$22.7K +192 +4%
OCM
356
Objective Capital Management
Ohio
$633K +$94.4K +798 +18%
NL
357
NWAM LLC
Washington
$627K -$384K -3,301 -38%
DTC
358
Davidson Trust Company
Washington
$626K +$3.9K +33 +0.6%
SI
359
Saxon Interests
Texas
$622K -$355 -3 -0.1%
CIA
360
Capital Investment Advisors
Georgia
$622K +$165K +1,394 +36%
CA
361
Cambridge Advisors
Nebraska
$613K
AL
362
Aspiriant LLC
California
$611K
AAS
363
Ameritas Advisory Services
Nebraska
$603K +$323K +2,757 +115%
HP
364
Holistic Planning
Texas
$588K -$22.4K -189 -4%
BFS
365
Bradley Foster & Sargent
Connecticut
$586K -$46.6K -394 -7%
SAG
366
SageView Advisory Group
California
$586K +$81.2K +386 +16%
EWA
367
ERTS Wealth Advisors
Michigan
$586K -$118K -997 -17%
TWP
368
Total Wealth Planning
Ohio
$584K -$42.9K -363 -7%
TT
369
TI-Trust
Illinois
$583K +$583K +4,930 New
FCAM
370
First Citizens Asset Management
North Carolina
$582K -$4.14K -35 -0.7%
AFTS
371
American Financial & Tax Strategies
New York
$579K -$1.07K -9 -0.2%
CPC
372
Cookson Peirce & Co
Pennsylvania
$577K -$118 -1 -0%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$574K -$284K -2,399 -33%
WS
374
Wedbush Securities
California
$572K -$29.6K -250 -5%
AC
375
AWM Capital
Arizona
$570K