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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 %
KIA
501
KCM Investment Advisors
California
$271K
Empower Advisory Group
502
Empower Advisory Group
Colorado
$271K -$130K -1,150 -32%
HIMC
503
Heritage Investors Management Corp
Maryland
$270K
BSSFA
504
Baron Silver Stevens Financial Advisors
Florida
$269K
QCM
505
QRG Capital Management
Illinois
$269K -$1.36K -12 -0.5%
CWC
506
Carolinas Wealth Consulting
North Carolina
$268K +$127K +1,119 +90%
DAS
507
Dynamic Advisor Solutions
Arizona
$268K -$60.9K -537 -19%
PTC
508
Private Trust Company
Ohio
$267K
CIC
509
Carnegie Investment Counsel
Ohio
$265K -$1.47M -12,921 -85%
RWM
510
Rockwood Wealth Management
Pennsylvania
$265K
PGA
511
Portland Global Advisors
Maine
$265K
VNA
512
Valley National Advisers
Pennsylvania
$265K -$2.83K -25 -1%
AP
513
Appleton Partners
Massachusetts
$265K +$48.2K +425 +22%
MWM
514
Mattern Wealth Management
Kansas
$262K
ICM
515
IMS Capital Management
Oregon
$256K
SA
516
Sunesis Advisors
Kansas
$256K -$38.8K -342 -13%
FMWA
517
Forvis Mazars Wealth Advisors
Missouri
$255K +$16.1K +142 +7%
PIMG
518
Patriot Investment Management Group
Tennessee
$255K
IP
519
Ignite Planners
California
$255K +$255K +2,271 New
VIA
520
Vickerman Investment Advisors
Washington
$252K -$1.93K -17 -0.8%
GWP
521
Gen-Wealth Partners
Michigan
$251K
HIM
522
Hanlon Investment Management
New Jersey
$251K +$251K +2,208 New
HWMA
523
Heritage Wealth Management (Arizona)
Arizona
$250K +$1.82K +16 +0.7%
HFO
524
Heritage Family Offices
Arizona
$250K +$250K +2,204 New
WPW
525
Waldron Private Wealth
Pennsylvania
$249K