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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
$293M
2
Lido Advisors
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$479M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$395M
3
FHC
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.5M
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
551
Boston Financial Management
Massachusetts
$230K – – –
RA
552
Ruggaard & Associates
Ohio
$230K +$118 +1 +0.1%
HFS
553
Heritage Financial Services
Massachusetts
$229K +$229K +1,940 New
FCP
554
Fidelis Capital Partners
Florida
$229K -$5.32K -45 -2%
AP
555
Appleton Partners
Massachusetts
$226K -$3.08K -26 -1%
TWP
556
Tyche Wealth Partners
Texas
$224K -$5.68K -48 -2%
NW
557
NewEdge Wealth
Pennsylvania
$222K +$222K +1,970 New
NS
558
NBC Securities
Alabama
$219K – – –
MW
559
MBL Wealth
North Carolina
$215K -$1.18K -10 -0.5%
MGW
560
MB Generational Wealth
Washington
$215K – – –
ECG
561
Edge Capital Group
Georgia
$214K +$214K +1,807 New
RWP
562
Revolve Wealth Partners
New Jersey
$213K -$2.48K -21 -1%
VFG
563
V2 Financial group
Illinois
$213K – – –
TAM
564
Tocqueville Asset Management
New York
$213K – – –
WPC
565
Wedmont Private Capital
Pennsylvania
$213K +$350 +3 +0.2%
BFA
566
Buttonwood Financial Advisors
Maryland
$213K – – –
DWM
567
Dopkins Wealth Management
New York
$213K +$213K +1,797 New
ACA
568
Anchor Capital Advisors
Massachusetts
$211K -$896K -7,569 -81%
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K -$24.5K -220 -10%
CIA
570
Compass Ion Advisors
Pennsylvania
$210K +$118 +1 +0.1%
WHG
571
Westwood Holdings Group
Texas
$209K – – –
GCM
572
Gallacher Capital Management
Colorado
$208K – – –
MAS
573
Madden Advisory Services
Florida
$207K +$207K +1,750 New
HWA
574
HCR Wealth Advisors
California
$206K +$206K +1,737 New
DC
575
Destiny Capital
Colorado
$205K +$205K +1,729 New
21 22
23
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