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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 %
MBT
376
Montecito Bank & Trust
California
$555K -$24.7K -200 -4%
CCA
377
Cobblestone Capital Advisors
New York
$549K -$26.6K -215 -5%
SWM
378
SeaCrest Wealth Management
New York
$548K +$742 +6 +0.1%
FA
379
Fiduciary Alliance
South Carolina
$546K +$1.24K +10 +0.2%
AA
380
Ancora Advisors
Ohio
$532K
MAM
381
MMA Asset Management
Pennsylvania
$531K +$234K +2,321 +79%
PFA
382
Professional Financial Advisors
Nebraska
$529K
NGA
383
Naples Global Advisors
Florida
$521K +$124 +1 +0%
CAG
384
Crestwood Advisors Group
Massachusetts
$515K -$65.5K -530 -11%
BFA
385
Beaumont Financial Advisors
Massachusetts
$514K -$24.4K -197 -5%
CL
386
Choreo LLC
Illinois
$512K +$11.6K +95 +2%
SIC
387
Sigma Investment Counselors
Michigan
$500K
APP
388
Avantax Planning Partners
Iowa
$498K -$279K -2,255 -36%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$496K -$85.1K -688 -15%
IA
390
IFG Advisors
Missouri
$495K
IAA
391
Ironsides Asset Advisors
North Carolina
$494K
WFM
392
Wolff Financial Management
Michigan
$494K +$494K +4,000 New
PA
393
PFG Advisors
Arizona
$492K
MSFS
394
Main Street Financial Solutions
Pennsylvania
$485K
FFWA
395
FRG Family Wealth Advisors
Washington
$481K
CFO
396
Callan Family Office
Pennsylvania
$480K +$105K +850 +28%
SDWMA
397
Schneider Downs Wealth Management Advisors
Pennsylvania
$473K
BJL
398
Brighton Jones LLC
Washington
$471K -$65.4K -529 -12%
MMHP
399
Murphy Middleton Hinkle & Parker
Georgia
$471K +$989 +8 +0.2%
FA
400
Financial Alternatives
California
$470K