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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 %
BSSFA
501
Baron Silver Stevens Financial Advisors
Florida
$281K -$5.44K -46 -2%
VNA
502
Valley National Advisers
Pennsylvania
$279K +$2.95K +25 +1%
PTC
503
Private Trust Company
Ohio
$278K -$109K -918 -28%
MWM
504
Meridian Wealth Management
Kentucky
$277K +$1.3K +11 +0.5%
RWM
505
Rockwood Wealth Management
Pennsylvania
$277K -$11.2K -95 -4%
CL
506
Choreo LLC
Illinois
$276K -$946 -8 -0.3%
PGA
507
Portland Global Advisors
Maine
$276K – – –
CA
508
CoreCap Advisors
Michigan
$275K -$6.15K -52 -2%
MWM
509
Mattern Wealth Management
Kansas
$273K +$3.19K +27 +1%
IW
510
Imprint Wealth
South Carolina
$273K +$273K +2,330 New
SSB
511
Sandy Spring Bank
Maryland
$273K +$75K +634 +38%
PIMG
512
Patriot Investment Management Group
Tennessee
$266K – – –
VIA
513
Vickerman Investment Advisors
Washington
$264K -$591 -5 -0.2%
GWP
514
Gen-Wealth Partners
Michigan
$262K +$262K +2,215 New
WPW
515
Waldron Private Wealth
Pennsylvania
$260K +$11.8K +100 +5%
RP
516
Riverwater Partners
Wisconsin
$259K – – –
HWMA
517
Heritage Wealth Management (Arizona)
Arizona
$259K – – –
CFG
518
Cosner Financial Group
Colorado
$259K -$118 -1 -0%
PFA
519
Petra Financial Advisors
Colorado
$254K – – –
LA
520
LexAurum Advisors
Kansas
$254K +$33.9K +287 +15%
ICM
521
IMS Capital Management
Oregon
$254K – – –
FNBTCON
522
First National Bank & Trust Co of Newtown
Pennsylvania
$253K – – –
HI
523
Harbour Investments
Wisconsin
$251K -$5.91K -50 -2%
HNB
524
Hilltop National Bank
Wyoming
$250K +$250K +2,116 New
FMWA
525
Forvis Mazars Wealth Advisors
Missouri
$249K -$16.6K -140 -6%
19 20
21
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