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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.26M
4
ITB
Idaho Trust Bank
Idaho
+$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
+$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
Goldman Sachs
Goldman Sachs
New York
-$7.32M
5
Bank of America
Bank of America
North Carolina
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
551
Western Wealth Management
Colorado
$229K -$2.38K -21 -1%
PIM
552
Penobscot Investment Management
Massachusetts
$229K – – –
RSWM
553
Robertson Stephens Wealth Management
California
$227K -$3.06K -27 -1%
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$227K – – –
DIP
555
DT Investment Partners
Pennsylvania
$227K – – –
SSB
556
Sandy Spring Bank
Maryland
$226K -$35.5K -313 -14%
AIA
557
Allied Investment Advisors
Montana
$226K – – –
CD
558
Chapin Davis
Maryland
$226K – – –
BCM
559
Brookstone Capital Management
Illinois
$224K -$19.3K -160 -8%
NW
560
NewEdge Wealth
Pennsylvania
$224K – – –
BFM
561
Boston Financial Management
Massachusetts
$221K – – –
Millennium Management
562
Millennium Management
New York
$221K +$221K +1,946 New
RA
563
Ruggaard & Associates
Ohio
$221K +$113 +1 +0.1%
HFS
564
Heritage Financial Services
Massachusetts
$220K – – –
KV
565
Kickstand Ventures
New York
$218K +$218K +1,921 New
VFG
566
V2 Financial group
Illinois
$218K – – –
DIA
567
Dana Investment Advisors
Wisconsin
$217K -$77.9K -687 -26%
IAIM
568
International Assets Investment Management
Florida
$215K -$23.8K -210 -10%
TWP
569
Tyche Wealth Partners
Texas
$215K – – –
WPC
570
Wedmont Private Capital
Pennsylvania
$214K +$352 +3 +0.2%
GCM
571
Gallacher Capital Management
Colorado
$211K +$11.3K +100 +6%
GC
572
Garde Capital
Washington
$211K -$27.2K -239 -11%
CIA
573
Compass Ion Advisors
Pennsylvania
$210K – – –
EWM
574
Empirical Wealth Management
Washington
$209K +$209K +1,841 New
HF
575
HRT Financial
New York
$207K +$207K +1,831 New
21 22
23
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