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

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$9.97M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.49M
3
PFS
Prospera Financial Services
Texas
+$5.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.17M
5
CWM
Cordatus Wealth Management
Pennsylvania
+$5.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$62.4M
2
LWM
Liberty Wealth Management
California
-$48.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$20.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$19.4M
5
Wells Fargo
Wells Fargo
California
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
426
Prime Capital Investment Advisors
Kansas
$410K -$330K -2,667 -45%
ATC
427
Argent Trust Co
Tennessee
$410K – – –
RIM
428
Rockbridge Investment Management
New York
$408K +$9.52K +77 +2%
FFG
429
Fiduciary Financial Group
California
$407K – – –
SC
430
SouthState Corp
Florida
$406K – – –
WTB
431
Washington Trust Bank
Washington
$403K -$742 -6 -0.2%
BAM
432
Belpointe Asset Management
Nevada
$401K – – –
ECM
433
Evergreen Capital Management
Washington
$400K – – –
FCFC
434
First Commonwealth Financial Corp
Pennsylvania
$395K – – –
AFA
435
Alpha Financial Advisors
North Carolina
$394K – – –
Brown Advisory
436
Brown Advisory
Maryland
$394K -$20K -162 -5%
HWA
437
Heartwood Wealth Advisors
Virginia
$393K – – –
WFAG
438
Wescott Financial Advisory Group
Pennsylvania
$392K -$17.2K -139 -4%
BSTWA
439
Blake Schutter Theil Wealth Advisors
Ohio
$392K +$392K +3,172 New
SW
440
SlateStone Wealth
Florida
$391K +$391K +3,162 New
DC
441
Davenport & Co
Virginia
$386K +$124 +1 +0%
IFO
442
Independent Family Office
New York
$383K – – –
QWM
443
Quadcap Wealth Management
Texas
$382K +$124 +1 +0%
SFG
444
Sage Financial Group
Pennsylvania
$380K -$4.08K -33 -1%
FC
445
Fairscale Capital
New Hampshire
$377K – – –
NWAG
446
Net Worth Advisory Group
Utah
$374K +$374K +3,028 New
GFP
447
Gryphon Financial Partners
Ohio
$371K -$18.9K -153 -5%
PFBT
448
Parkside Financial Bank & Trust
Missouri
$368K -$4.95K -40 -1%
CS
449
Capital Square
Tennessee
$366K – – –
WC
450
Weil Company
California
$366K -$7.79K -63 -2%
16 17
18
19 20