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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 %
SYBT
451
Stock Yards Bank & Trust
Kentucky
$361K -$47.2K -416 -12%
HWA
452
Heartwood Wealth Advisors
Virginia
$361K – – –
GFP
453
Gryphon Financial Partners
Ohio
$358K – – –
MBTD
454
Mechanics Bank - Trust Department
California
$356K – – –
DC
455
Davenport & Co
Virginia
$354K -$2.61K -23 -0.7%
CS
456
Capital Square
Tennessee
$354K – – –
SFG
457
Sage Financial Group
Pennsylvania
$352K +$227 +2 +0.1%
IFO
458
Independent Family Office
New York
$352K – – –
QWM
459
Quadcap Wealth Management
Texas
$351K -$4.77K -42 -1%
HW
460
Hancock Whitney
Mississippi
$350K -$77.6K -684 -18%
EI
461
Ellevest Inc
New York
$347K +$7.6K +67 +2%
CFO
462
Callan Family Office
Pennsylvania
$344K -$24.4K -215 -7%
WC
463
Weil Company
California
$343K -$6.69K -59 -2%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$342K -$14K -123 -4%
MAM
465
MMA Asset Management
Pennsylvania
$333K – – –
KL
466
KWMG LLC
Kansas
$332K -$11.8K -104 -3%
MFA
467
Mayflower Financial Advisors
Massachusetts
$332K – – –
EWA
468
EverSource Wealth Advisors
Alabama
$329K +$2.2K +18 +0.7%
AFG
469
Atomi Financial Group
New York
$325K -$2.38K -21 -0.7%
PWW
470
Pettyjohn Wood & White
Virginia
$323K – – –
SS
471
Sunbelt Securities
Texas
$322K -$492K -4,333 -60%
CFS
472
CRA Financial Services
New Jersey
$322K – – –
FT
473
Fiduciary Trust
Massachusetts
$321K -$46K -405 -13%
HH
474
Hilltop Holdings
Texas
$317K – – –
RA
475
RFG Advisory
Alabama
$311K +$311K +2,737 New
17 18
19
20 21