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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
376
Crestwood Advisors Group
Massachusetts
$532K +$107K +944 +25%
MBT
377
Montecito Bank & Trust
California
$532K -$11.3K -100 -2%
CCA
378
Cobblestone Capital Advisors
New York
$529K -$3.18K -28 -0.6%
EWM
379
EPG Wealth Management
Georgia
$526K -$547K -4,621 Closed
B
380
Bailard
California
$526K
PWP
381
Perfromance Wealth Partners
Illinois
$525K
PCMC
382
Private Capital Management (Colorado)
Colorado
$524K -$102K -900 -16%
FI
383
FWG Investments
Kentucky
$523K +$681 +6 +0.1%
FA
384
FC Advisory
Pennsylvania
$521K +$2.16K +19 +0.4%
CSIC
385
Clifford Swan Investment Counsel
California
$520K
SBWIC
386
Schaper Benz & Wise Investment Counsel
Wisconsin
$511K
DTC
387
Davidson Trust Company
Washington
$510K -$90K -793 -15%
IA
388
IFG Advisory
Georgia
$506K +$506K +4,455 New
TCBWMS
389
Texas Capital Bank Wealth Management Services
Texas
$504K +$504K +4,444 New
SWM
390
SeaCrest Wealth Management
New York
$502K -$6.47K -57 -1%
FA
391
Fiduciary Alliance
South Carolina
$498K +$792 +7 +0.2%
BFA
392
Beaumont Financial Advisors
Massachusetts
$494K +$14.8K +130 +3%
BJL
393
Brighton Jones LLC
Washington
$492K +$88.7K +782 +22%
AA
394
Ancora Advisors
Ohio
$488K
PFA
395
Professional Financial Advisors
Nebraska
$486K +$908 +8 +0.2%
NGA
396
Naples Global Advisors
Florida
$478K
CFG
397
Clayton Financial Group
Missouri
$463K
CL
398
Choreo LLC
Illinois
$461K +$198K +1,755 +75%
SIC
399
Sigma Investment Counselors
Michigan
$459K -$27.2K -240 -6%
IA
400
IFG Advisors
Missouri
$454K