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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 %
CWM
401
Cornerstone Wealth Management
Missouri
$470K
CCB
402
Country Club Bank
Missouri
$469K
FHC
403
First Heartland Consultants
Missouri
$464K -$98.3K -795 -17%
CAM
404
Close Asset Management
United Kingdom
$462K
GAM
405
Gotham Asset Management
New York
$458K
PWM
406
Perigon Wealth Management
California
$456K -$12.7K -103 -3%
LWM
407
Liberty Wealth Management
California
$452K -$48.1M -389,092 -99%
GIA
408
Gladstone Institutional Advisory
Florida
$449K +$7.05K +57 +2%
ET
409
Equitable Trust
Tennessee
$446K +$446K +3,605 New
MCM
410
MV Capital Management
Maryland
$445K
RMCM
411
Reynders McVeigh Capital Management
Massachusetts
$445K
DIA
412
Dana Investment Advisors
Wisconsin
$442K +$206K +1,664 +87%
FM
413
Foster & Motley
Ohio
$438K
GL
414
Graypoint LLC
New York
$436K
RZH
415
Relyea Zuckerberg Hanson
Connecticut
$431K +$2.47K +20 +0.6%
BHBT
416
Burke & Herbert Bank & Trust
Virginia
$430K -$618 -5 -0.1%
KPWS
417
Kestra Private Wealth Services
Texas
$425K -$174K -1,406 -29%
SM
418
Sensible Money
Arizona
$423K +$11.5K +93 +3%
GA
419
Goldstein Advisors
Wisconsin
$423K
ES
420
Eagle Strategies
New York
$421K -$29.9K -242 -7%
TCOV
421
Trust Company of Vermont
Vermont
$417K
T
422
TNF
Montana
$416K +$1.24K +10 +0.3%
OSNBOA
423
Old Second National Bank of Aurora
Illinois
$413K
WB
424
WesBanco Bank
West Virginia
$412K -$6.8K -55 -2%
EWA
425
Encompass Wealth Advisors
Oregon
$411K -$19.3K -156 -4%