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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
Bank of America
North Carolina
+$30.3M
2
Lido Advisors
Lido Advisors
California
+$20.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16.9M
5
CFB
Cullen/Frost Bankers
Texas
+$14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$477M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.9M
3
FHC
First Heartland Consultants
Missouri
-$10.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.72M
5
CIC
Chilton Investment Company
Connecticut
-$7.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
476
Zhang Financial
Michigan
$317K +$50.9K +430 +19%
AMG
477
Advisors Management Group
Wisconsin
$316K – – –
TFS
478
Thoroughbred Financial Services
Tennessee
$315K +$315K +2,662 New
TW
479
Transform Wealth
Colorado
$313K – – –
PWM
480
PBMares Wealth Management
Virginia
$312K +$355 +3 +0.1%
AB
481
Atlas Brown
Kentucky
$311K +$72.2K +610 +30%
RPCONE
482
Retirement Planning Company of New England
Rhode Island
$310K – – –
WCA
483
Waypoint Capital Advisors
Minnesota
$309K – – –
DIA
484
Dana Investment Advisors
Wisconsin
$308K +$40.6K +343 +15%
SA
485
Sunesis Advisors
Kansas
$307K – – –
AWM
486
AE Wealth Management
Kansas
$302K -$2.03M -17,171 -87%
IA
487
Insight Advisors
Pennsylvania
$301K -$828 -7 -0.3%
WH
488
Willner & Heller
California
$299K +$946 +8 +0.3%
EWA
489
EverSource Wealth Advisors
Alabama
$296K +$160K +1,441 +117%
MA
490
MKT Advisors
California
$296K – – –
CWS
491
Confluence Wealth Services
Pennsylvania
$293K – – –
S
492
SignatureFD
Georgia
$290K +$5.8K +49 +2%
PP
493
Pegasus Partners
Wisconsin
$288K – – –
HTC
494
Haverford Trust Company
Pennsylvania
$288K – – –
RBC
495
Romano Brothers & Co
Illinois
$286K – – –
FRA
496
Frank Rimerman Advisors
California
$285K – – –
CAM
497
Clarity Asset Management
Iowa
$284K +$828 +7 +0.3%
KIA
498
KCM Investment Advisors
California
$283K – – –
HIMC
499
Heritage Investors Management Corp
Maryland
$282K – – –
QCM
500
QRG Capital Management
Illinois
$282K -$114K -960 -29%
18 19
20
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