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

818 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, 227 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+68
Holders Change %
+9.07%
% of All Funds
10.89%
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
227
Reduced
254
Closed
26
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$28.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
Ameriprise
Ameriprise
Minnesota
+$8.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.96M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.3M
2
Lido Advisors
Lido Advisors
California
-$22M
3
WIA
World Investment Advisors
California
-$21.4M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
476
SlateStone Wealth
Florida
$395K +$250 +2 +0.1%
QCM
477
Quantinno Capital Management
New York
$392K +$392K +3,141 New
RFM
478
Royal Fund Management
Florida
$391K -$780K -6,231 -67%
CS
479
Capital Square
Tennessee
$386K +$651 +5 +0.2%
RMP
480
Richards, Merrill & Peterson
Washington
$383K +$383K +3,064 New
FC
481
Fairscale Capital
New Hampshire
$381K – – –
CIA
482
Compass Investment Advisers
Oregon
$381K +$381K +3,045 New
PFBT
483
Parkside Financial Bank & Trust
Missouri
$380K +$8.12K +65 +2%
GFP
484
Gryphon Financial Partners
Ohio
$375K – – –
NWAG
485
Net Worth Advisory Group
Utah
$374K -$4.37K -35 -1%
MFA
486
Mayflower Financial Advisors
Massachusetts
$365K – – –
Renaissance Technologies
487
Renaissance Technologies
New York
$362K +$362K +2,900 New
TSWM
488
Triangle Securities Wealth Management
North Carolina
$362K -$3.87K -31 -1%
CP
489
Cornerstone Planning
North Carolina
$360K +$360K +2,877 New
KL
490
KWMG LLC
Kansas
$359K – – –
NP
491
Nilsine Partners
Colorado
$359K +$359K +2,870 New
FT
492
Fiduciary Trust
Massachusetts
$353K – – –
SS
493
Sunbelt Securities
Texas
$353K +$124 +1 +0%
FFS
494
Founders Financial Securities
Maryland
$350K +$350K +2,801 New
IWM
495
Inlight Wealth Management
Georgia
$350K +$350K +2,800 New
SC
496
Sepio Capital
Utah
$350K +$350K +2,799 New
OSAM
497
O'Shaughnessy Asset Management
Connecticut
$349K +$116K +926 +50%
HH
498
Hilltop Holdings
Texas
$349K – – –
BIM
499
Bridges Investment Management
Nebraska
$349K – – –
CFO
500
Callan Family Office
Pennsylvania
$347K -$139K -1,112 -29%
18 19
20
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