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

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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.26M
4
ITB
Idaho Trust Bank
Idaho
+$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
+$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
Goldman Sachs
Goldman Sachs
New York
-$7.32M
5
Bank of America
Bank of America
North Carolina
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
401
Ironsides Asset Advisors
North Carolina
$454K – – –
PA
402
PFG Advisors
Arizona
$451K -$10.4K -92 -2%
MSFS
403
Main Street Financial Solutions
Pennsylvania
$445K – – –
FFWA
404
FRG Family Wealth Advisors
Washington
$444K -$1.6K -14 -0.4%
SDWMA
405
Schneider Downs Wealth Management Advisors
Pennsylvania
$434K – – –
FPAS
406
Focus Partners Advisor Solutions
Missouri
$433K +$41K +361 +10%
FA
407
Financial Alternatives
California
$432K – – –
CWM
408
Cornerstone Wealth Management
Missouri
$432K -$183K -1,617 -30%
MMHP
409
Murphy Middleton Hinkle & Parker
Georgia
$431K -$1.02K -9 -0.2%
PWM
410
Perigon Wealth Management
California
$431K +$113 +1 +0%
SI
411
Stephens Inc
Arkansas
$430K +$4.77K +42 +1%
CCB
412
Country Club Bank
Missouri
$429K -$7.9K -70 -2%
CAM
413
Close Asset Management
United Kingdom
$425K – – –
GAM
414
Gotham Asset Management
New York
$420K +$420K +3,706 New
VW
415
Veridan Wealth
Oregon
$418K +$418K +3,381 New
ES
416
Eagle Strategies
New York
$414K +$414K +3,646 New
LWM
417
Liberty Wealth Management
California
$412K +$412K +392,746 New
MCM
418
MV Capital Management
Maryland
$409K – – –
RMCM
419
Reynders McVeigh Capital Management
Massachusetts
$408K – – –
GIA
420
Gladstone Institutional Advisory
Florida
$406K +$17.8K +157 +5%
AF
421
Advisornet Financial
Minnesota
$405K -$266K -2,341 -40%
TSWM
422
Triangle Securities Wealth Management
North Carolina
$404K +$4.09K +36 +1%
FFG
423
Fiduciary Financial Group
California
$404K +$404K +3,332 New
FM
424
Foster & Motley
Ohio
$402K – – –
GL
425
Graypoint LLC
New York
$400K – – –
15 16
17
18 19