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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 %
SI
351
Saxon Interests
Texas
$638K -$11.6K -94 -2%
HW
352
Hancock Whitney
Mississippi
$619K +$238K +1,928 +63%
FPAS
353
Focus Partners Advisor Solutions
Missouri
$617K +$145K +1,170 +31%
EWA
354
ERTS Wealth Advisors
Michigan
$612K
HP
355
Holistic Planning
Texas
$607K +$25.2K +204 +4%
AFTS
356
American Financial & Tax Strategies
New York
$603K -$1.24K -10 -0.2%
BFS
357
Bradley Foster & Sargent
Connecticut
$603K
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$600K -$134K -1,080 -18%
TWP
359
Total Wealth Planning
Ohio
$597K -$13K -105 -2%
AC
360
AWM Capital
Arizona
$596K
LPAM
361
Lodestar Private Asset Management
California
$592K +$1.61K +13 +0.3%
CPC
362
Cookson Peirce & Co
Pennsylvania
$585K -$14.3K -116 -2%
MCA
363
MSH Capital Advisors
Arizona
$584K -$37.1K -300 -6%
FI
364
FWG Investments
Kentucky
$577K +$7.17K +58 +1%
AL
365
Aspiriant LLC
California
$577K -$61.8K -500 -10%
WS
366
Wedbush Securities
California
$576K -$54.3K -439 -9%
EWM
367
EPG Wealth Management
Georgia
$576K +$576K +4,659 New
PWP
368
Perfromance Wealth Partners
Illinois
$572K
PCMC
369
Private Capital Management (Colorado)
Colorado
$571K
FA
370
FC Advisory
Pennsylvania
$571K +$2.6K +21 +0.5%
BRWA
371
B. Riley Wealth Advisors
Florida
$570K -$33.8K -274 -6%
CSIC
372
Clifford Swan Investment Counsel
California
$567K
JWCA
373
J.W. Cole Advisors
Florida
$561K -$34.9K -282 -6%
B
374
Bailard
California
$557K -$15.8K -128 -3%
SBWIC
375
Schaper Benz & Wise Investment Counsel
Wisconsin
$557K