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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 %
T
451
TNF
Montana
$375K +$113 +1 +0%
GFP
452
Gryphon Financial Partners
Ohio
$373K – – –
DC
453
Davenport & Co
Virginia
$372K +$2.96K +25 +0.8%
PFBT
454
Parkside Financial Bank & Trust
Missouri
$372K +$19.3K +163 +5%
MBTD
455
Mechanics Bank - Trust Department
California
$371K – – –
QWM
456
Quadcap Wealth Management
Texas
$371K – – –
SFG
457
Sage Financial Group
Pennsylvania
$367K -$828 -7 -0.2%
IFO
458
Independent Family Office
New York
$367K – – –
WC
459
Weil Company
California
$365K +$118 +1 +0%
WA
460
Wealthstar Advisors
Texas
$362K +$362K +3,064 New
IWC
461
Integrated Wealth Concepts
Massachusetts
$362K -$26.7K -226 -7%
KL
462
KWMG LLC
Kansas
$358K – – –
UCB
463
United Community Bank
South Carolina
$355K -$99K -837 -22%
EI
464
Ellevest Inc
New York
$354K +$355 +3 +0.1%
CS
465
Capital Square
Tennessee
$351K +$351K +2,964 New
MWM
466
Mission Wealth Management
California
$350K +$46.8K +396 +15%
MFA
467
Mayflower Financial Advisors
Massachusetts
$346K – – –
DAS
468
Dynamic Advisor Solutions
Arizona
$342K +$96.9K +819 +39%
AFG
469
Atomi Financial Group
New York
$341K +$341K +2,886 New
ATC
470
Argent Trust Co
Tennessee
$340K – – –
MAM
471
MMA Asset Management
Pennsylvania
$338K – – –
PWW
472
Pettyjohn Wood & White
Virginia
$337K -$46.1K -390 -12%
CFS
473
CRA Financial Services
New Jersey
$335K +$6.98K +59 +2%
HH
474
Hilltop Holdings
Texas
$330K +$9.46K +80 +3%
BIM
475
Bridges Investment Management
Nebraska
$330K – – –
17 18
19
20 21