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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 %
SF
576
SWP Financial
California
$204K +$204K +1,728 New
CFGS
577
Concourse Financial Group Securities
Alabama
$201K -$26.6K -225 -12%
ARC
578
Advisor Resource Council
Texas
$200K +$200K +1,752 New
KIG
579
Kowal Investment Group
Wisconsin
$200K +$200K +1,692 New
National Bank of Canada
580
National Bank of Canada
Quebec, Canada
$199K +$10.5K +90 +6%
NP
581
NorthRock Partners
Minnesota
$190K -$8.52K -72 -4%
WIC
582
Woodmont Investment Counsel
Tennessee
$188K +$188K +1,585 New
GEA
583
Glen Eagle Advisors
New Jersey
$187K -$5.91K -50 -3%
JEST
584
JTC Employer Solutions Trustee
Jersey
$176K – – –
KFI
585
Key Financial Inc
Pennsylvania
$175K – – –
BSWA
586
Bromfield Sneider Wealth Advisors
Massachusetts
$170K – – –
ST
587
Smithfield Trust
Pennsylvania
$168K – – –
MWM
588
Mascoma Wealth Management
New Hampshire
$165K – – –
JGIA
589
Jackson Grant Investment Advisers
Connecticut
$164K +$473 +4 +0.3%
HPC
590
HM Payson & Co
Maine
$162K -$18K -152 -10%
SMA
591
Sage Mountain Advisors
Georgia
$158K – – –
BFEC
592
Benjamin F. Edwards & Company
Missouri
$157K +$5.32K +45 +4%
GBT
593
Grove Bank & Trust
Florida
$154K – – –
CFD
594
Creative Financial Designs
Indiana
$153K -$506K -4,278 -77%
RIL
595
Rothschild Investment LLC
Illinois
$153K – – –
FRA
596
Front Row Advisors
California
$152K – – –
MIM
597
Macroview Investment Management
Maryland
$152K +$3.55K +30 +2%
CWC
598
Carolinas Wealth Consulting
North Carolina
$147K +$146K +1,236 +17,657%
PP
599
PFS Partners
New Jersey
$144K – – –
TFM
600
TFC Financial Management
Massachusetts
$142K +$118 +1 +0.1%
22 23
24
25 26