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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

817 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, 226 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+68
Holders Change %
+9.08%
% of All Funds
10.88%
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
226
Reduced
254
Closed
26
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$28.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
Ameriprise
Ameriprise
Minnesota
+$8.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.96M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.3M
2
Lido Advisors
Lido Advisors
California
-$22M
3
WIA
World Investment Advisors
California
-$21.4M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
351
Brighton Jones LLC
Washington
$724K +$248K +1,988 +52%
BFO
352
Boston Family Office
Massachusetts
$723K -$57.8K -463 -7%
PFA
353
Pinnacle Family Advisors
Missouri
$718K -$1.75K -14 -0.2%
CW
354
CreativeOne Wealth
Kansas
$710K +$55.9K +447 +9%
UCFA
355
United Capital Financial Advisors
Texas
$703K -$25.7K -206 -4%
BWCS
356
Beirne Wealth Consulting Services
Connecticut
$698K -$325K -2,600 -32%
TPBG
357
Turning Point Benefit Group
Maryland
$693K +$693K +5,548 New
KCM
358
Kanawha Capital Management
Virginia
$692K +$14.5K +116 +2%
VFIC
359
Valley Forge Investment Consultants
Pennsylvania
$688K +$3.5K +28 +0.5%
MWM
360
Mission Wealth Management
California
$687K -$31K -248 -4%
RSWM
361
Robertson Stephens Wealth Management
California
$685K +$125 +1 +0%
SWM
362
Spire Wealth Management
Virginia
$682K -$34.9K -279 -5%
GVAG
363
Great Valley Advisor Group
Delaware
$676K +$624 +5 +0.1%
AQR Capital Management
364
AQR Capital Management
Connecticut
$661K +$446K +3,568 +207%
CA
365
Cambridge Advisors
Nebraska
$647K – – –
FCAM
366
First Citizens Asset Management
North Carolina
$646K -$38.4K -307 -6%
SI
367
Saxon Interests
Texas
$644K -$625 -5 -0.1%
RDIA
368
RE Dickinson Investment Advisors
Iowa
$644K – – –
HW
369
Hancock Whitney
Mississippi
$641K +$14.6K +117 +2%
BFS
370
Bradley Foster & Sargent
Connecticut
$631K +$21.2K +170 +3%
DTC
371
Davidson Trust Company
Washington
$630K -$25.6K -205 -4%
AAS
372
Ameritas Advisory Services
Nebraska
$615K +$615K +4,924 New
SAG
373
SageView Advisory Group
California
$614K +$614K +4,915 New
KPWS
374
Kestra Private Wealth Services
Texas
$614K +$184K +1,473 +43%
IP
375
Integras Partners
Georgia
$611K +$611K +4,891 New
13 14
15
16 17