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

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$9.97M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.49M
3
PFS
Prospera Financial Services
Texas
+$5.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.17M
5
CWM
Cordatus Wealth Management
Pennsylvania
+$5.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$62.4M
2
LWM
Liberty Wealth Management
California
-$48.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$20.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$19.4M
5
Wells Fargo
Wells Fargo
California
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
551
Heritage Financial Services
Massachusetts
$240K – – –
JAG
552
Journey Advisory Group
Kentucky
$240K – – –
PIM
553
Penobscot Investment Management
Massachusetts
$237K -$12.4K -100 -5%
TSW
554
Thompson Siegel & Walmsley
Virginia
$237K -$567K -4,593 -71%
AIA
555
Allied Investment Advisors
Montana
$236K -$10.5K -85 -4%
OSAM
556
O'Shaughnessy Asset Management
Connecticut
$234K +$211K +1,686 +921%
CA
557
CoreCap Advisors
Michigan
$233K +$233K +1,888 New
TWP
558
Tyche Wealth Partners
Texas
$232K -$3.09K -25 -1%
MWM
559
Meridian Wealth Management
Kentucky
$231K +$231K +1,872 New
BCM
560
Brookstone Capital Management
Illinois
$230K +$247 +2 +0.1%
AA
561
Aufman Associates
Pennsylvania
$230K +$230K +1,864 New
GC
562
Garde Capital
Washington
$230K – – –
GCM
563
Gallacher Capital Management
Colorado
$230K – – –
RA
564
RFG Advisory
Alabama
$230K -$109K -880 -32%
MW
565
MBL Wealth
North Carolina
$229K +$6.18K +50 +3%
AIA
566
Accelerate Investment Advisors
California
$227K +$227K +1,837 New
NWWA
567
New Wave Wealth Advisors
Arkansas
$226K +$226K +1,825 New
HOWA
568
Heritage Oak Wealth Advisors
Florida
$226K +$226K +1,825 New
MGW
569
MB Generational Wealth
Washington
$224K – – –
WPC
570
Wedmont Private Capital
Pennsylvania
$224K +$733 +6 +0.3%
AFP
571
Ausdal Financial Partners
Iowa
$223K -$500K -4,042 -69%
TAM
572
Tocqueville Asset Management
New York
$223K – – –
VFG
573
V2 Financial group
Illinois
$223K – – –
National Bank of Canada
574
National Bank of Canada
Quebec, Canada
$222K -$3.09K -25 -1%
HI
575
Harbour Investments
Wisconsin
$221K -$37.1K -300 -14%
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