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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 %
Renaissance Technologies
426
Renaissance Technologies
New York
$397K -$431K -3,800 -52%
BHBT
427
Burke & Herbert Bank & Trust
Virginia
$396K – – –
EWA
428
Encompass Wealth Advisors
Oregon
$395K +$15.5K +137 +4%
RZH
429
Relyea Zuckerberg Hanson
Connecticut
$393K +$393K +3,463 New
T
430
TNF
Montana
$393K +$942 +8 +0.2%
MWM
431
Mission Wealth Management
California
$389K +$53.8K +474 +16%
GA
432
Goldstein Advisors
Wisconsin
$388K – – –
WB
433
WesBanco Bank
West Virginia
$384K -$5.56K -49 -1%
TCOV
434
Trust Company of Vermont
Vermont
$383K – – –
Brown Advisory
435
Brown Advisory
Maryland
$380K +$1.14K +10 +0.3%
OSNBOA
436
Old Second National Bank of Aurora
Illinois
$379K +$359K +3,165 +1,798%
SM
437
Sensible Money
Arizona
$378K – – –
ATC
438
Argent Trust Co
Tennessee
$376K +$50.5K +445 +15%
WFAG
439
Wescott Financial Advisory Group
Pennsylvania
$376K +$227 +2 +0.1%
PCH
440
PGIM Custom Harvest
New Jersey
$376K -$69.2K -610 -16%
TI
441
Trexquant Investment
Connecticut
$376K +$376K +3,310 New
IAA
442
Independent Advisor Alliance
North Carolina
$373K – – –
SC
443
SouthState Corp
Florida
$373K -$18.2K -160 -5%
WTB
444
Washington Trust Bank
Washington
$371K – – –
FC
445
Fairscale Capital
New Hampshire
$369K +$369K +3,050 New
BAM
446
Belpointe Asset Management
Nevada
$368K -$97.9K -863 -21%
ECM
447
Evergreen Capital Management
Washington
$367K -$33.5K -295 -8%
RIM
448
Rockbridge Investment Management
New York
$366K – – –
FCFC
449
First Commonwealth Financial Corp
Pennsylvania
$363K – – –
AFA
450
Alpha Financial Advisors
North Carolina
$361K – – –
16 17
18
19 20