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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
1
Bank of America
North Carolina
$293M
2
Lido Advisors
2
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
5
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$479M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$395M
3
FHC
3
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.5M
5
CIC
5
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$42.1M +$678K +5,732 +2%
Lido Advisors
27
Lido Advisors
California
$40.9M +$20.6M +173,768 +101%
BF
28
BOK Financial
Oklahoma
$38.7M -$422K -3,595 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$37.9M +$7.1M +60,050 +23%
Truist Financial
30
Truist Financial
North Carolina
$35.2M -$1.33M -11,210 -4%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$31.8M +$1.75M +14,764 +6%
Creative Planning
32
Creative Planning
Kansas
$30.7M -$1.33M -11,226 -4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$30.4M +$18M +151,869 +145%
DPIM
34
Duff & Phelps Investment Management
Illinois
$28.5M – – –
Cerity Partners
35
Cerity Partners
New York
$27.7M -$384K -3,249 -1%
MFIM
36
Mesirow Financial Investment Management
Illinois
$26.2M +$1.83M +15,463 +7%
CC
37
Courier Capital
New York
$25.6M +$267K +2,253 +1%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$24.9M +$693K +5,861 +3%
Osaic Holdings
39
Osaic Holdings
Arizona
$24.9M +$2.14M +18,119 +9%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$22.8M +$1.3M +10,986 +6%
1IA
41
1834 Investment Advisors
Wisconsin
$21.9M -$2.23M -18,864 -9%
KeyBank National Association
42
KeyBank National Association
Ohio
$21.5M -$153K -1,290 -0.7%
AAP
43
Arax Advisory Partners
Colorado
$21.5M -$350K -2,962 -2%
SL
44
Salomon & Ludwin
Virginia
$21.2M -$408K -3,447 -2%
Stifel Financial
45
Stifel Financial
Missouri
$20.9M +$5.04M +42,582 +32%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$20.8M -$1.77M -14,922 -8%
WAS
47
Wealth Advisory Solutions
Indiana
$20.6M +$2.3M +19,403 +13%
EH
48
Equitable Holdings
New York
$19.9M +$259K +2,192 +1%
Mariner
49
Mariner
Kansas
$19.9M -$122K -1,028 -0.6%
SFI
50
SPC Financial Inc
Maryland
$19.6M +$203K +1,717 +1%
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