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

749 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, 285 reducing their positions, and 42 closing their positions.

Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.84%
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
285
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$48.4M
3
PFS
3
Prospera Financial Services
Texas
$7.19M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$168M
5
CWM
5
Cordatus Wealth Management
Pennsylvania
$5.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$175K
2
LWM
2
Liberty Wealth Management
California
$452K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35.2M
5
Wells Fargo
5
Wells Fargo
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$43.7M -$256K -2,074 -0.6%
WSFS
27
Wilmington Savings Fund Society
Delaware
$40.9M -$3.73M -30,161 -8%
BF
28
BOK Financial
Oklahoma
$39.9M -$74.2K -609 -0.2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$35.2M -$19.4M -156,624 -35%
Truist Financial
30
Truist Financial
North Carolina
$34.3M -$1.2M -9,731 -3%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$33.2M +$163K +1,322 +0.5%
Creative Planning
32
Creative Planning
Kansas
$29M -$1.31M -10,620 -4%
CC
33
Courier Capital
New York
$28.9M +$974K +7,875 +3%
Cerity Partners
34
Cerity Partners
New York
$28.9M +$652K +5,271 +2%
MFIM
35
Mesirow Financial Investment Management
Illinois
$26.8M -$320K -2,588 -1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$26.7M -$719K -5,815 -3%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$24.7M +$1.55M +12,544 +7%
WIA
38
World Investment Advisors
California
$22.1M +$105K +843 +0.5%
KeyBank National Association
39
KeyBank National Association
Ohio
$21.8M -$534K -4,317 -2%
AAP
40
Arax Advisory Partners
Colorado
$21.8M -$12.7K -103 -0.1%
Mariner
41
Mariner
Kansas
$21M -$155K -1,256 -0.7%
WAS
42
Wealth Advisory Solutions
Indiana
$20.1M -$181K -1,463 -0.9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$20M -$616K -4,997 -3%
SFI
44
SPC Financial Inc
Maryland
$19.9M -$664K -5,369 -3%
1IA
45
1834 Investment Advisors
Wisconsin
$19.7M -$2.13M -17,231 -10%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$19.6M -$182K -1,476 -0.9%
EH
47
Equitable Holdings
New York
$18.8M -$549K -4,445 -3%
Corient Private Wealth
48
Corient Private Wealth
Florida
$18.2M -$613K -4,959 -3%
JE
49
JMAC Enterprises
Pennsylvania
$17.5M +$79.2K +641 +0.5%
SFP
50
Sterling Financial Planning
New Jersey
$16.9M +$610K +4,938 +4%
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