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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 %
P
351
&Partners
Tennessee
$608K +$608K +5,358 New
BIM
352
Bridges Investment Management
Nebraska
$603K +$286K +2,523 +90%
TWP
353
Total Wealth Planning
Ohio
$598K – – –
SI
354
Saxon Interests
Texas
$596K -$908 -8 -0.2%
CIA
355
Capital Investment Advisors
Georgia
$593K -$3.29K -29 -0.6%
CA
356
Cambridge Advisors
Nebraska
$588K – – –
AL
357
Aspiriant LLC
California
$586K – – –
WS
358
Wedbush Securities
California
$578K +$29.4K +259 +5%
FTUS
359
Flow Traders U.S.
New York
$577K -$746K -6,570 -56%
AAS
360
Ameritas Advisory Services
Nebraska
$575K -$9.99K -88 -2%
MCA
361
MSH Capital Advisors
Arizona
$570K +$34K +300 +6%
EWA
362
ERTS Wealth Advisors
Michigan
$562K – – –
RSA
363
River Street Advisors
Illinois
$561K +$561K +4,948 New
FCAM
364
First Citizens Asset Management
North Carolina
$557K -$908 -8 -0.2%
HP
365
Holistic Planning
Texas
$556K -$31.7K -268 -5%
BRWA
366
B. Riley Wealth Advisors
Florida
$555K +$48K +423 +9%
AFTS
367
American Financial & Tax Strategies
New York
$555K – – –
IWM
368
IHT Wealth Management
Illinois
$554K +$86.5K +762 +18%
BFS
369
Bradley Foster & Sargent
Connecticut
$553K -$8.85K -78 -2%
CPC
370
Cookson Peirce & Co
Pennsylvania
$550K -$3.06K -27 -0.6%
KPWS
371
Kestra Private Wealth Services
Texas
$549K +$44K +388 +9%
AC
372
AWM Capital
Arizona
$547K – – –
JWCA
373
J.W. Cole Advisors
Florida
$547K +$108K +953 +25%
LPAM
374
Lodestar Private Asset Management
California
$541K +$9.98K +88 +2%
WAP
375
Wealthcare Advisory Partners
Pennsylvania
$533K -$2.84K -25 -0.5%
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15
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