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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 %
CBTWT
526
Community Bank & Trust (Waco, Texas)
Texas
$248K – – –
CPC
527
Consolidated Planning Corp
Georgia
$247K – – –
IAIM
528
International Assets Investment Management
Florida
$247K -$1.64K -14 -0.7%
GC
529
Garde Capital
Washington
$247K – – –
PA
530
Parallel Advisors
California
$247K +$118K +1,000 +92%
RWP
531
RWA Wealth Partners
Massachusetts
$246K -$5.21K -44 -2%
HAS
532
Holland Advisory Services
Florida
$246K +$828 +7 +0.3%
AWM
533
Aprio Wealth Management
Georgia
$244K +$8.87K +75 +4%
LWM
534
Lyell Wealth Management
California
$244K -$32.5K -275 -12%
Fayez Sarofim & Co
535
Fayez Sarofim & Co
Texas
$244K – – –
JWM
536
JPL Wealth Management
Colorado
$243K +$243K +2,053 New
EA
537
Eclectic Associates
California
$242K – – –
BHWM
538
Bar Harbor Wealth Management
New Hampshire
$242K -$5.68K -48 -2%
WWM
539
Western Wealth Management
Colorado
$242K -$828 -7 -0.3%
EPW
540
Evergreen Private Wealth
Colorado
$242K -$188K -1,587 -44%
ACM
541
AlphaStar Capital Management
North Carolina
$240K – – –
RSWM
542
Robertson Stephens Wealth Management
California
$240K -$409K -3,454 -63%
WCP
543
Wick Capital Partners
Pennsylvania
$240K +$240K +2,026 New
BCM
544
Brookstone Capital Management
Illinois
$239K -$25.2K -213 -10%
PIM
545
Penobscot Investment Management
Massachusetts
$239K -$52K -440 -18%
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
$237K – – –
PS
547
Principal Securities
Iowa
$237K +$10.1K +85 +4%
DIP
548
DT Investment Partners
Pennsylvania
$237K – – –
AIA
549
Allied Investment Advisors
Montana
$236K – – –
CD
550
Chapin Davis
Maryland
$236K – – –
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