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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
451
Triangle Securities Wealth Management
North Carolina
$362K -$78.5K -635 -18%
MFA
452
Mayflower Financial Advisors
Massachusetts
$361K
KL
453
KWMG LLC
Kansas
$355K -$6.43K -52 -2%
PWW
454
Pettyjohn Wood & White
Virginia
$352K
SS
455
Sunbelt Securities
Texas
$351K +$124 +1 +0%
FT
456
Fiduciary Trust
Massachusetts
$349K
AFG
457
Atomi Financial Group
New York
$347K -$7.29K -59 -2%
HH
458
Hilltop Holdings
Texas
$345K
BIM
459
Bridges Investment Management
Nebraska
$345K -$312K -2,523 -47%
CFS
460
CRA Financial Services
New Jersey
$344K -$6.18K -50 -2%
TFS
461
Thoroughbred Financial Services
Tennessee
$341K +$11.7K +95 +4%
MBTD
462
Mechanics Bank - Trust Department
California
$340K -$47.5K -384 -12%
QCM
463
QRG Capital Management
Illinois
$334K +$41.2K +333 +14%
EI
464
Ellevest Inc
New York
$333K -$45.1K -365 -12%
ZF
465
Zhang Financial
Michigan
$332K +$371 +3 +0.1%
AMG
466
Advisors Management Group
Wisconsin
$330K
AB
467
Atlas Brown
Kentucky
$328K +$1.61K +13 +0.5%
PWM
468
PBMares Wealth Management
Virginia
$328K +$742 +6 +0.2%
PS
469
Principal Securities
Iowa
$327K -$3.83K -31 -1%
SI
470
Stephens Inc
Arkansas
$326K -$143K -1,157 -31%
HTC
471
Haverford Trust Company
Pennsylvania
$326K +$24.7K +200 +8%
UCB
472
United Community Bank
South Carolina
$325K
WCA
473
Waypoint Capital Advisors
Minnesota
$322K
MA
474
MKT Advisors
California
$318K
SCTC
475
Sanibel Captiva Trust Company
Florida
$318K +$318K +2,571 New