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iShares S&P Mid-Cap 400 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.6%
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
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K +$76.3K +630 +33%
PS
477
Principal Securities
Iowa
$303K +$76.3K +673 +34%
AMG
478
Advisors Management Group
Wisconsin
$303K
MG
479
Mather Group
Illinois
$302K +$158K +1,334 +109%
TFS
480
Thoroughbred Financial Services
Tennessee
$302K +$113 +1 +0%
PWM
481
PBMares Wealth Management
Virginia
$300K +$454 +4 +0.2%
AB
482
Atlas Brown
Kentucky
$300K +$1.02K +9 +0.3%
UCB
483
United Community Bank
South Carolina
$298K -$42.4K -374 -12%
RPCONE
484
Retirement Planning Company of New England
Rhode Island
$297K
EFS
485
Essex Financial Services
Connecticut
$297K +$297K +2,563 New
WCA
486
Waypoint Capital Advisors
Minnesota
$296K
BB
487
Busey Bank
Illinois
$294K +$294K +2,592 New
MA
488
MKT Advisors
California
$291K
TW
489
Transform Wealth
Colorado
$290K -$10.8K -95 -4%
IA
490
Insight Advisors
Pennsylvania
$289K +$340 +3 +0.1%
ACA
491
Anchor Capital Advisors
Massachusetts
$289K +$87K +767 +43%
WH
492
Willner & Heller
California
$288K +$1.36K +12 +0.5%
IWC
493
Integrated Wealth Concepts
Massachusetts
$281K -$66.2K -583 -19%
CWS
494
Confluence Wealth Services
Pennsylvania
$281K
S
495
SignatureFD
Georgia
$278K
HTC
496
Haverford Trust Company
Pennsylvania
$276K
AWM
497
AE Wealth Management
Kansas
$274K -$15.8K -139 -5%
RBC
498
Romano Brothers & Co
Illinois
$274K
CAM
499
Clarity Asset Management
Iowa
$274K +$1.25K +11 +0.5%
FRA
500
Frank Rimerman Advisors
California
$274K