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

729 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, 193 increasing their positions, 262 reducing their positions, and 41 closing their positions.

Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.61%
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
193
Reduced
262
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$57.4M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$8.02M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$12.1M
4
ITB
4
Idaho Trust Bank
Idaho
$5.62M
5
GCIM
5
Gunn & Company Investment Management
Florida
$4.58M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$417M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$365M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.01M
5
Bank of America
5
Bank of America
North Carolina
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$40.8M +$1.59M +14,003 +4%
MCM
27
MAI Capital Management
Ohio
$40.3M -$49.1K -433 -0.1%
HighTower Advisors
28
HighTower Advisors
Illinois
$38.6M +$2.18M +19,196 +6%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$37.5M -$5.52M -48,618 -13%
BF
30
BOK Financial
Oklahoma
$37.3M -$199K -1,751 -0.5%
Truist Financial
31
Truist Financial
North Carolina
$32.6M -$1.25M -10,988 -4%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$30.3M -$197K -1,739 -0.6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$28M -$1.14M -10,010 -4%
Creative Planning
34
Creative Planning
Kansas
$27.8M -$1.61M -14,217 -5%
Cerity Partners
35
Cerity Partners
New York
$25.9M -$678K -5,976 -3%
CC
36
Courier Capital
New York
$25.6M +$1.1M +9,715 +4%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$25.2M +$1.25M +11,003 +5%
MFIM
38
Mesirow Financial Investment Management
Illinois
$24.9M -$304K -2,680 -1%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$21.2M -$624K -5,502 -3%
KeyBank National Association
40
KeyBank National Association
Ohio
$20.5M -$106K -938 -0.5%
1IA
41
1834 Investment Advisors
Wisconsin
$20.1M -$879K -7,750 -4%
AAP
42
Arax Advisory Partners
Colorado
$20M -$570K -5,022 -3%
Stifel Financial
43
Stifel Financial
Missouri
$19.5M -$621K -5,469 -3%
Mariner
44
Mariner
Kansas
$19.4M +$359K +3,161 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$19M -$874K -7,698 -4%
Osaic Holdings
46
Osaic Holdings
Arizona
$18.9M -$4.95M -43,585 -21%
SFI
47
SPC Financial Inc
Maryland
$18.9M +$68.2K +601 +0.4%
WAS
48
Wealth Advisory Solutions
Indiana
$18.6M -$1.1M -9,717 -6%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$18.2M +$859K +7,572 +5%
EH
50
Equitable Holdings
New York
$17.7M -$1.39M -12,218 -7%
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