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

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$28.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
Ameriprise
Ameriprise
Minnesota
+$8.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.96M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.3M
2
Lido Advisors
Lido Advisors
California
-$22M
3
WIA
World Investment Advisors
California
-$21.4M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
451
Goldstein Advisors
Wisconsin
$427K – – –
ES
452
Eagle Strategies
New York
$426K +$875 +7 +0.2%
CAG
453
Crestwood Advisors Group
Massachusetts
$425K -$94.8K -759 -18%
FFG
454
Fiduciary Financial Group
California
$423K +$12.1K +98 +3%
BCI
455
Brinker Capital Investments
Pennsylvania
$422K +$422K +3,380 New
OPS
456
Orion Portfolio Solutions
Nebraska
$422K +$422K +3,380 New
QCM
457
QRG Capital Management
Illinois
$421K +$83.2K +666 +25%
SFG
458
Sage Financial Group
Pennsylvania
$418K +$34.5K +276 +9%
DC
459
Davenport & Co
Virginia
$416K +$25.7K +206 +7%
ATC
460
Argent Trust Co
Tennessee
$414K – – –
SM
461
Sensible Money
Arizona
$414K -$14K -112 -3%
SC
462
SouthState Corp
Florida
$410K – – –
RA
463
RFG Advisory
Alabama
$410K +$178K +1,423 +77%
SAM
464
Strive Asset Management
Ohio
$409K +$409K +3,271 New
WTB
465
Washington Trust Bank
Washington
$408K – – –
GL
466
Graypoint LLC
New York
$408K -$32.5K -260 -7%
FCFC
467
First Commonwealth Financial Corp
Pennsylvania
$400K – – –
FB
468
Fulton Bank
Pennsylvania
$399K +$399K +3,197 New
BAM
469
Belpointe Asset Management
Nevada
$399K – – –
AFA
470
Alpha Financial Advisors
North Carolina
$398K – – –
Brown Advisory
471
Brown Advisory
Maryland
$398K – – –
LFG
472
Larson Financial Group
Missouri
$398K +$324K +2,593 +439%
HWA
473
Heartwood Wealth Advisors
Virginia
$397K – – –
WFAG
474
Wescott Financial Advisory Group
Pennsylvania
$397K +$125 +1 +0%
RSA
475
River Street Advisors
Illinois
$396K -$338K -2,707 -46%
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