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

817 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, 226 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+68
Holders Change %
+9.08%
% of All Funds
10.88%
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
226
Reduced
254
Closed
26
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$269M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$421M
3
Ameriprise
3
Ameriprise
Minnesota
$123M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.6M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$239K
2
Lido Advisors
2
Lido Advisors
California
$24.8M
3
WIA
3
World Investment Advisors
California
$839K
4
Goldman Sachs
4
Goldman Sachs
New York
$3.48M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$42.6M +$6.96M +55,664 +20%
WSFS
27
Wilmington Savings Fund Society
Delaware
$40.6M -$703K -5,622 -2%
BF
28
BOK Financial
Oklahoma
$39.9M -$514K -4,169 -1%
Truist Financial
29
Truist Financial
North Carolina
$33.6M -$1.03M -8,247 -3%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$31.9M -$1.66M -13,298 -5%
Creative Planning
31
Creative Planning
Kansas
$30.3M +$1.04M +8,321 +4%
CC
32
Courier Capital
New York
$29.6M +$437K +3,498 +1%
Cerity Partners
33
Cerity Partners
New York
$28.8M -$323K -2,587 -1%
MFIM
34
Mesirow Financial Investment Management
Illinois
$27.1M +$56.5K +452 +0.2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$27.1M +$118K +947 +0.4%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$24.8M -$138K -1,106 -0.6%
Lido Advisors
37
Lido Advisors
California
$24.8M -$22M -176,035 -47%
KeyBank National Association
38
KeyBank National Association
Ohio
$22.2M +$95.5K +764 +0.4%
AAP
39
Arax Advisory Partners
Colorado
$21.7M -$376K -3,005 -2%
Mariner
40
Mariner
Kansas
$21.1M -$84.7K -678 -0.4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$20.8M +$526K +4,212 +3%
SFI
42
SPC Financial Inc
Maryland
$20.5M +$373K +2,986 +2%
Osaic Holdings
43
Osaic Holdings
Arizona
$20.4M +$3.99M +31,931 +24%
WAS
44
Wealth Advisory Solutions
Indiana
$20.3M -$500 -4 -0%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$19.5M +$2.48M +19,868 +15%
EH
46
Equitable Holdings
New York
$18.6M -$384K -3,071 -2%
JE
47
JMAC Enterprises
Pennsylvania
$17.7M +$24.7K +198 +0.1%
1IA
48
1834 Investment Advisors
Wisconsin
$17.1M -$2.85M -22,846 -14%
SFP
49
Sterling Financial Planning
New Jersey
$16.9M -$200K -1,599 -1%
BEC
50
Blue Edge Capital
Virginia
$15.9M +$1.94M +15,550 +14%
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