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iShares S&P Mid-Cap 400 Value ETF

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
401
IFG Advisors
Missouri
$474K
IAA
402
Ironsides Asset Advisors
North Carolina
$473K +$237K +2,000 +100%
WFM
403
Wolff Financial Management
Michigan
$473K
CW
404
CreativeOne Wealth
Kansas
$470K +$470K +3,967 New
PCH
405
PGIM Custom Harvest
New Jersey
$464K +$26.5K +224 +6%
MSFS
406
Main Street Financial Solutions
Pennsylvania
$464K
CFG
407
Clayton Financial Group
Missouri
$463K +$463K +3,910 New
CCB
408
Country Club Bank
Missouri
$458K -$2.37K -20 -0.5%
JWCA
409
J.W. Cole Advisors
Florida
$457K +$8.05K +68 +2%
BRWA
410
B. Riley Wealth Advisors
Florida
$453K -$2.94K -29 -0.6%
SDWMA
411
Schneider Downs Wealth Management Advisors
Pennsylvania
$453K
MMHP
412
Murphy Middleton Hinkle & Parker
Georgia
$451K +$25.3K +214 +6%
FA
413
Financial Alternatives
California
$450K
PWM
414
Perigon Wealth Management
California
$449K -$44.2K -374 -9%
HW
415
Hancock Whitney
Mississippi
$445K -$757K -6,403 -63%
SI
416
Stephens Inc
Arkansas
$444K
CAG
417
Crestwood Advisors Group
Massachusetts
$443K +$32.5K +275 +8%
CAM
418
Close Asset Management
United Kingdom
$442K
WIA
419
World Investment Advisors
California
$441K -$2.4M -20,253 -84%
FFWA
420
FRG Family Wealth Advisors
Washington
$433K
NF
421
Norwood Financial
Pennsylvania
$430K
RMCM
422
Reynders McVeigh Capital Management
Massachusetts
$426K
MCM
423
MV Capital Management
Maryland
$426K
SYBT
424
Stock Yards Bank & Trust
Kentucky
$425K -$33.7K -285 -7%
BJL
425
Brighton Jones LLC
Washington
$421K -$55.4K -468 -12%