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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IA
401
IFG Advisory
Georgia
$557K +$557K +4,461 New
PFA
402
Professional Financial Advisors
Nebraska
$554K +$19.4K +155 +4%
HP
403
Holistic Planning
Texas
$554K -$59.6K -477 -10%
FA
404
Fiduciary Alliance
South Carolina
$553K +$1.13K +9 +0.2%
SWM
405
SeaCrest Wealth Management
New York
$548K -$5.75K -46 -1%
QCG
406
Quadrant Capital Group
Ohio
$543K -$248K -1,987 -31%
PAS
407
PKS Advisory Services
New York
$540K +$540K +4,325 New
CIA
408
Capital Investment Advisors
Georgia
$540K -$114K -912 -17%
TCOV
409
Trust Company of Vermont
Vermont
$539K +$118K +941 +28%
Fayez Sarofim & Co
410
Fayez Sarofim & Co
Texas
$534K +$277K +2,216 +108%
MSFS
411
Main Street Financial Solutions
Pennsylvania
$532K +$42K +336 +9%
FI
412
FWG Investments
Kentucky
$531K -$52.1K -417 -9%
NGA
413
Naples Global Advisors
Florida
$527K +$125 +1 +0%
PWM
414
Partners Wealth Management
California
$525K +$525K +4,205 New
AA
415
Ancora Advisors
Ohio
$523K -$14.7K -118 -3%
IWM
416
IHT Wealth Management
Illinois
$518K -$178K -1,424 -26%
BFA
417
Beaumont Financial Advisors
Massachusetts
$515K -$4.37K -35 -0.8%
Allspring Global Investments
418
Allspring Global Investments
North Carolina
$504K +$433K +3,465 +611%
IA
419
IFG Advisors
Missouri
$500K
WFM
420
Wolff Financial Management
Michigan
$500K
IAA
421
Ironsides Asset Advisors
North Carolina
$500K
RWM
422
Riverbend Wealth Management
South Carolina
$500K +$500K +4,000 New
GIA
423
Gladstone Institutional Advisory
Florida
$493K +$39.7K +318 +9%
MW
424
Maia Wealth
Colorado
$493K +$493K +3,782 New
FFWA
425
FRG Family Wealth Advisors
Washington
$486K