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iShares S&P Mid-Cap 400 Value ETF

750 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.85%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
69
Increased
195
Reduced
286
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
CPC
526
Consolidated Planning Corp
Georgia
$258K
PA
527
Parallel Advisors
California
$258K
AWM
528
Aprio Wealth Management
Georgia
$256K +$247 +2 +0.1%
FCP
529
Fidelis Capital Partners
Florida
$255K
Fayez Sarofim & Co
530
Fayez Sarofim & Co
Texas
$255K
SMA
531
Sage Mountain Advisors
Georgia
$254K +$88.6K +717 +54%
M
532
MOTCO
Texas
$254K
EA
533
Eclectic Associates
California
$253K
FMWA
534
Forvis Mazars Wealth Advisors
Missouri
$253K -$25.5K -206 -9%
BHWM
535
Bar Harbor Wealth Management
New Hampshire
$252K
PP
536
Pegasus Partners
Wisconsin
$252K
FA
537
FSA Advisors
Michigan
$251K +$251K +2,032 New
WCP
538
Wick Capital Partners
Pennsylvania
$250K
WWM
539
Western Wealth Management
Colorado
$250K +$247 +2 +0.1%
DIP
540
DT Investment Partners
Pennsylvania
$247K
PGFC
541
Peapack-Gladstone Financial Corp
New Jersey
$247K
SSB
542
Sandy Spring Bank
Maryland
$246K
CD
543
Chapin Davis
Maryland
$246K
SA
544
Sunesis Advisors
Kansas
$244K -$34.2K -277 -12%
NW
545
NewEdge Wealth
Pennsylvania
$244K
S
546
SignatureFD
Georgia
$242K -$60.7K -491 -20%
MWM
547
Mattern Wealth Management
Kansas
$241K -$44.1K -357 -15%
BFM
548
Boston Financial Management
Massachusetts
$241K
RA
549
Ruggaard & Associates
Ohio
$240K +$124 +1 +0.1%
KIA
550
KCM Investment Advisors
California
$240K -$55.6K -450 -19%