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

818 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, 227 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+68
Holders Change %
+9.07%
% of All Funds
10.89%
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
227
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 %
IP
376
Integras Partners
Georgia
$611K +$611K +4,891 New
AFTS
377
American Financial & Tax Strategies
New York
$610K – – –
EARNEST Partners
378
EARNEST Partners
Georgia
$607K +$607K +4,856 New
TWP
379
Total Wealth Planning
Ohio
$604K – – –
AC
380
AWM Capital
Arizona
$603K – – –
APP
381
Avantax Planning Partners
Iowa
$602K +$99.1K +793 +20%
AFG
382
Atomi Financial Group
New York
$596K +$245K +1,960 +70%
EWA
383
ERTS Wealth Advisors
Michigan
$593K -$25.2K -202 -4%
MCA
384
MSH Capital Advisors
Arizona
$590K – – –
LPAM
385
Lodestar Private Asset Management
California
$588K -$9.5K -76 -2%
EWM
386
EPG Wealth Management
Georgia
$585K +$2.37K +19 +0.4%
AL
387
Aspiriant LLC
California
$583K -$125 -1 -0%
RIM
388
Rockbridge Investment Management
New York
$582K +$170K +1,360 +41%
PWP
389
Perfromance Wealth Partners
Illinois
$578K – – –
FA
390
FC Advisory
Pennsylvania
$574K -$2.5K -20 -0.4%
WS
391
Wedbush Securities
California
$571K -$10.5K -84 -2%
CCA
392
Cobblestone Capital Advisors
New York
$568K +$13.1K +105 +2%
JWCA
393
J.W. Cole Advisors
Florida
$568K +$1.25K +10 +0.2%
B
394
Bailard
California
$563K – – –
SBWIC
395
Schaper Benz & Wise Investment Counsel
Wisconsin
$563K – – –
MBT
396
Montecito Bank & Trust
California
$561K – – –
CPC
397
Cookson Peirce & Co
Pennsylvania
$560K -$31.7K -254 -5%
PTC
398
Private Trust Company
Ohio
$559K +$268K +2,143 +92%
PCMC
399
Private Capital Management (Colorado)
Colorado
$559K -$18.7K -150 -3%
CSIC
400
Clifford Swan Investment Counsel
California
$559K -$14.6K -117 -3%
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16
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