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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MGW
576
MB Generational Wealth
Washington
$206K
National Bank of Canada
577
National Bank of Canada
Quebec, Canada
$205K +$12.8K +114 +7%
MW
578
MBL Wealth
North Carolina
$204K -$2.27K -20 -1%
TAM
579
Tocqueville Asset Management
New York
$204K
BFA
580
Buttonwood Financial Advisors
Maryland
$204K
PP
581
PDS Planning
Ohio
$204K +$204K +1,798 New
DWM
582
Dopkins Wealth Management
New York
$204K
HSBC Holdings
583
HSBC Holdings
United Kingdom
$203K +$203K +1,792 New
CFGS
584
Concourse Financial Group Securities
Alabama
$202K +$8.85K +78 +5%
HAS
585
Holland Advisory Services
Florida
$201K -$34.3K -302 -15%
WHG
586
Westwood Holdings Group
Texas
$201K
HGA
587
Hobbs Group Advisors
South Carolina
$191K +$191K +1,684 New
NS
588
NBC Securities
Alabama
$189K -$11.6K -102 -6%
NP
589
NorthRock Partners
Minnesota
$182K
JEST
590
JTC Employer Solutions Trustee
Jersey
$170K
KFI
591
Key Financial Inc
Pennsylvania
$168K
ST
592
Smithfield Trust
Pennsylvania
$161K
JGIA
593
Jackson Grant Investment Advisers
Connecticut
$158K +$681 +6 +0.4%
MWM
594
Mascoma Wealth Management
New Hampshire
$158K
HPC
595
HM Payson & Co
Maine
$155K
SIC
596
Salem Investment Counselors
North Carolina
$153K +$55.6K +490 +57%
SMA
597
Sage Mountain Advisors
Georgia
$152K
BFEC
598
Benjamin F. Edwards & Company
Missouri
$151K
MIM
599
Macroview Investment Management
Maryland
$150K +$4.31K +38 +3%
GBT
600
Grove Bank & Trust
Florida
$148K