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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 %
PIMG
551
Patriot Investment Management Group
Tennessee
$281K
AW
552
Apricus Wealth
South Carolina
$279K +$279K +2,236 New
HFO
553
Heritage Family Offices
Arizona
$279K +$1.38K +11 +0.5%
WPW
554
Waldron Private Wealth
Pennsylvania
$277K
HFS
555
Heritage Financial Services
Massachusetts
$277K +$34.7K +278 +14%
GWP
556
Gen-Wealth Partners
Michigan
$277K
VIA
557
Vickerman Investment Advisors
Washington
$276K
QWM
558
Quadcap Wealth Management
Texas
$275K -$111K -887 -29%
Jane Street
559
Jane Street
New York
$274K -$962K -7,701 -78%
HA
560
Huntleigh Advisors
Missouri
$273K +$273K +2,188 New
CFG
561
Cosner Financial Group
Colorado
$269K
PFA
562
Petra Financial Advisors
Colorado
$269K
LA
563
LexAurum Advisors
Kansas
$269K
VWA
564
VSM Wealth Advisory
Maryland
$268K +$268K +2,148 New
ICM
565
IMS Capital Management
Oregon
$268K
AF
566
Advisornet Financial
Minnesota
$267K -$15.1K -121 -5%
FCB
567
First County Bank
Connecticut
$266K
IA
568
Insight Advisors
Pennsylvania
$265K -$51.9K -418 -16%
HNB
569
Hilltop National Bank
Wyoming
$264K
LKWM
570
Lee-Kelleher Wealth Management
Maryland
$264K +$264K +2,112 New
EWA
571
EverSource Wealth Advisors
Alabama
$264K -$2.25K -18 -0.8%
RWP
572
RWA Wealth Partners
Massachusetts
$263K -$4.25K -34 -2%
CBTWT
573
Community Bank & Trust (Waco, Texas)
Texas
$262K
PA
574
Parallel Advisors
California
$261K
CFG
575
Clayton Financial Group
Missouri
$261K -$8.75K -70 -3%