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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BF
526
Bonfire Financial
Colorado
$314K +$314K +2,515 New
PWW
527
Pettyjohn Wood & White
Virginia
$312K -$43.7K -350 -12%
DC
528
Destiny Capital
Colorado
$312K +$7.75K +62 +3%
Empower Advisory Group
529
Empower Advisory Group
Colorado
$305K
FRA
530
Frank Rimerman Advisors
California
$301K
RFP
531
Root Financial Partners
California
$301K +$301K +2,406 New
RBC
532
Romano Brothers & Co
Illinois
$301K
EFS
533
Essex Financial Services
Connecticut
$299K -$18K -144 -6%
CAM
534
Clarity Asset Management
Iowa
$299K -$4.75K -38 -2%
HIMC
535
Heritage Investors Management Corp
Maryland
$297K
BSSFA
536
Baron Silver Stevens Financial Advisors
Florida
$297K
BCG
537
Bravias Capital Group
New Jersey
$296K +$296K +2,279 New
TW
538
Transform Wealth
Colorado
$295K -$5.12K -41 -2%
IFO
539
Independent Family Office
New York
$294K -$93.7K -750 -24%
CIC
540
Carnegie Investment Counsel
Ohio
$292K
RWM
541
Rockwood Wealth Management
Pennsylvania
$290K
CWC
542
Carolinas Wealth Consulting
North Carolina
$290K
AWM
543
AE Wealth Management
Kansas
$289K +$2.12K +17 +0.7%
VNA
544
Valley National Advisers
Pennsylvania
$289K
PGA
545
Portland Global Advisors
Maine
$289K
MSAM
546
Moloney Securities Asset Management
Missouri
$283K +$7.12K +57 +3%
SYBT
547
Stock Yards Bank & Trust
Kentucky
$283K -$13.4K -107 -5%
CWM
548
ClientFirst Wealth Management
Arkansas
$282K +$282K +2,258 New
SC
549
Sapient Capital
Indiana
$281K +$281K +2,246 New
EW
550
Enzi Wealth
Texas
$281K