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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 %
CFG
526
Cosner Financial Group
Colorado
$244K -$3.97K -35 -2%
PFA
527
Petra Financial Advisors
Colorado
$244K
LA
528
LexAurum Advisors
Kansas
$244K
FNBTCON
529
First National Bank & Trust Co of Newtown
Pennsylvania
$243K
HNB
530
Hilltop National Bank
Wyoming
$240K
JAG
531
Journey Advisory Group
Kentucky
$240K -$410K -3,613 -63%
CBTWT
532
Community Bank & Trust (Waco, Texas)
Texas
$238K
DC
533
Destiny Capital
Colorado
$237K +$41.3K +364 +21%
CPC
534
Consolidated Planning Corp
Georgia
$237K
PA
535
Parallel Advisors
California
$237K
HI
536
Harbour Investments
Wisconsin
$237K -$4.2K -37 -2%
RWP
537
RWA Wealth Partners
Massachusetts
$236K
AWM
538
Aprio Wealth Management
Georgia
$234K
MSAM
539
Moloney Securities Asset Management
Missouri
$234K +$234K +2,061 New
Fayez Sarofim & Co
540
Fayez Sarofim & Co
Texas
$234K
FCP
541
Fidelis Capital Partners
Florida
$234K +$13.4K +118 +6%
M
542
MOTCO
Texas
$233K -$403K -3,549 -63%
JWM
543
JPL Wealth Management
Colorado
$233K
BCM
544
Beaumont Capital Management
Massachusetts
$232K +$232K +2,047 New
EA
545
Eclectic Associates
California
$232K
ACM
546
AlphaStar Capital Management
North Carolina
$232K +$1.02K +9 +0.4%
BHWM
547
Bar Harbor Wealth Management
New Hampshire
$231K -$567 -5 -0.2%
PP
548
Pegasus Partners
Wisconsin
$231K -$45K -397 -16%
Marshall Wace
549
Marshall Wace
United Kingdom
$230K +$230K +2,028 New
WCP
550
Wick Capital Partners
Pennsylvania
$230K