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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 %
IIL
426
Insight Inv LLC
California
$481K +$481K +3,849 New
SIC
427
Sigma Investment Counselors
Michigan
$480K -$25.6K -205 -5%
SDWMA
428
Schneider Downs Wealth Management Advisors
Pennsylvania
$478K
FA
429
Financial Alternatives
California
$476K
CCB
430
Country Club Bank
Missouri
$472K
BRWA
431
B. Riley Wealth Advisors
Florida
$472K -$105K -840 -18%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$469K -$31.7K -254 -6%
PA
433
PFG Advisors
Arizona
$469K -$28.2K -226 -6%
CWM
434
Cornerstone Wealth Management
Missouri
$468K -$7.87K -63 -2%
CAM
435
Close Asset Management
United Kingdom
$467K
DIA
436
Dana Investment Advisors
Wisconsin
$461K +$13.7K +110 +3%
CL
437
Choreo LLC
Illinois
$460K -$61.4K -493 -12%
PWM
438
Perigon Wealth Management
California
$460K -$15.2K -118 -3%
TWM
439
Topsail Wealth Management
North Carolina
$460K +$460K +3,678 New
LWM
440
Liberty Wealth Management
California
$459K +$2.37K +19 +0.5%
TRCT
441
Tower Research Capital (TRC)
New York
$453K +$144K +1,154 +47%
RMCM
442
Reynders McVeigh Capital Management
Massachusetts
$450K
MCM
443
MV Capital Management
Maryland
$450K
VW
444
Veridan Wealth
Oregon
$446K +$446K +3,487 New
FM
445
Foster & Motley
Ohio
$442K
WB
446
WesBanco Bank
West Virginia
$441K +$24.7K +198 +6%
PCIA
447
Prime Capital Investment Advisors
Kansas
$438K +$23.6K +189 +6%
RZH
448
Relyea Zuckerberg Hanson
Connecticut
$438K +$2.37K +19 +0.5%
ET
449
Equitable Trust
Tennessee
$436K -$14.9K -119 -3%
BHBT
450
Burke & Herbert Bank & Trust
Virginia
$435K