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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 %
IWC
501
Integrated Wealth Concepts
Massachusetts
$344K +$34.2K +274 +11%
TFS
502
Thoroughbred Financial Services
Tennessee
$344K +$125 +1 +0%
MBTD
503
Mechanics Bank - Trust Department
California
$344K – – –
NI
504
Nuance Investments
Missouri
$342K +$342K +2,735 New
MA
505
Mezzasalma Advisors
New Jersey
$341K +$341K +2,727 New
CFS
506
CRA Financial Services
New Jersey
$341K -$7.37K -59 -2%
OSNBOA
507
Old Second National Bank of Aurora
Illinois
$339K -$78.9K -631 -19%
ZF
508
Zhang Financial
Michigan
$336K +$250 +2 +0.1%
MA
509
MKT Advisors
California
$336K – – –
PS
510
Principal Securities
Iowa
$336K +$5.25K +42 +2%
ACA
511
Aptus Capital Advisors
Alabama
$335K +$254K +2,031 +312%
AMG
512
Advisors Management Group
Wisconsin
$334K – – –
AB
513
Atlas Brown
Kentucky
$333K +$1.25K +10 +0.4%
PWM
514
PBMares Wealth Management
Virginia
$332K +$625 +5 +0.2%
M
515
MOTCO
Texas
$330K +$73.4K +587 +29%
BB
516
Busey Bank
Illinois
$329K +$10.9K +87 +3%
HTC
517
Haverford Trust Company
Pennsylvania
$329K – – –
UCB
518
United Community Bank
South Carolina
$328K – – –
SI
519
Stephens Inc
Arkansas
$325K -$4K -32 -1%
CWS
520
Confluence Wealth Services
Pennsylvania
$322K – – –
Boston Partners
521
Boston Partners
Massachusetts
$322K +$322K +2,575 New
WH
522
Willner & Heller
California
$321K +$1.63K +13 +0.5%
SCTC
523
Sanibel Captiva Trust Company
Florida
$321K – – –
RPCONE
524
Retirement Planning Company of New England
Rhode Island
$321K – – –
WC
525
Weil Company
California
$315K -$55.5K -444 -15%
19 20
21
22 23