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

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.3M
2
Lido Advisors
Lido Advisors
California
+$20.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16.9M
5
CFB
Cullen/Frost Bankers
Texas
+$14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$477M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.9M
3
FHC
First Heartland Consultants
Missouri
-$10.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.72M
5
CIC
Chilton Investment Company
Connecticut
-$7.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
426
Foster & Motley
Ohio
$419K – – –
Empower Advisory Group
427
Empower Advisory Group
Colorado
$419K +$8.16K +69 +2%
ECM
428
Evergreen Capital Management
Washington
$418K +$13.5K +114 +3%
TSWM
429
Triangle Securities Wealth Management
North Carolina
$417K +$5.21K +44 +1%
GL
430
Graypoint LLC
New York
$417K -$135K -1,140 -24%
RWG
431
Ratio Wealth Group
Colorado
$414K -$5.2K -44 -1%
BHBT
432
Burke & Herbert Bank & Trust
Virginia
$412K -$5.44K -46 -1%
FPAS
433
Focus Partners Advisor Solutions
Missouri
$409K +$409K +3,456 New
SC
434
SouthState Corp
Florida
$408K -$20.7K -175 -5%
WB
435
WesBanco Bank
West Virginia
$406K -$9.82K -83 -2%
GA
436
Goldstein Advisors
Wisconsin
$405K – – –
GIA
437
Gladstone Institutional Advisory
Florida
$404K -$10.5K -89 -3%
TCOV
438
Trust Company of Vermont
Vermont
$399K – – –
EWA
439
Encompass Wealth Advisors
Oregon
$396K – – –
Brown Advisory
440
Brown Advisory
Maryland
$395K +$19.4K +164 +5%
SM
441
Sensible Money
Arizona
$394K +$13.2K +112 +3%
WFAG
442
Wescott Financial Advisory Group
Pennsylvania
$392K -$25.9K -219 -6%
IAA
443
Independent Advisor Alliance
North Carolina
$389K – – –
WTB
444
Washington Trust Bank
Washington
$387K – – –
CFO
445
Callan Family Office
Pennsylvania
$385K -$16.1K -136 -4%
FT
446
Fiduciary Trust
Massachusetts
$382K +$47.9K +405 +14%
RIM
447
Rockbridge Investment Management
New York
$381K -$185K -1,560 -33%
FCFC
448
First Commonwealth Financial Corp
Pennsylvania
$378K – – –
AFA
449
Alpha Financial Advisors
North Carolina
$377K – – –
HWA
450
Heartwood Wealth Advisors
Virginia
$376K -$1.66K -14 -0.4%
16 17
18
19 20