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iShares S&P Mid-Cap 400 Value ETF

750 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, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.85%
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
286
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
RPCONE
476
Retirement Planning Company of New England
Rhode Island
$318K -$6.18K -50 -2%
EFS
477
Essex Financial Services
Connecticut
$317K -$2.87K -23 -0.9%
WH
478
Willner & Heller
California
$316K +$1.85K +15 +0.6%
IA
479
Insight Advisors
Pennsylvania
$316K +$618 +5 +0.2%
BB
480
Busey Bank
Illinois
$315K -$5.32K -43 -2%
MA
481
Mutual Advisors
Nebraska
$308K -$2.87M -23,094 -90%
IWC
482
Integrated Wealth Concepts
Massachusetts
$307K +$247 +2 +0.1%
CWS
483
Confluence Wealth Services
Pennsylvania
$306K
TRCT
484
Tower Research Capital (TRC)
New York
$306K -$773K -6,249 -72%
DC
485
Destiny Capital
Colorado
$302K +$42.4K +342 +16%
Empower Advisory Group
486
Empower Advisory Group
Colorado
$301K +$6.06K +49 +2%
CAM
487
Clarity Asset Management
Iowa
$300K +$1.85K +15 +0.6%
ACA
488
Anchor Capital Advisors
Massachusetts
$299K -$16.1K -130 -5%
FRA
489
Frank Rimerman Advisors
California
$298K
RBC
490
Romano Brothers & Co
Illinois
$297K -$1.24K -10 -0.4%
TW
491
Transform Wealth
Colorado
$297K -$18.5K -150 -6%
HIMC
492
Heritage Investors Management Corp
Maryland
$294K
BSSFA
493
Baron Silver Stevens Financial Advisors
Florida
$293K
SYBT
494
Stock Yards Bank & Trust
Kentucky
$293K -$100K -810 -25%
CIC
495
Carnegie Investment Counsel
Ohio
$289K
RWM
496
Rockwood Wealth Management
Pennsylvania
$289K
PTC
497
Private Trust Company
Ohio
$288K -$3.09K -25 -1%
CWC
498
Carolinas Wealth Consulting
North Carolina
$287K -$5.07K -41 -2%
LWCFA
499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K -$26.1K -210 -8%
VNA
500
Valley National Advisers
Pennsylvania
$286K -$2.22K -18 -0.8%