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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HAS
576
Holland Advisory Services
Florida
$221K +$1.36K +11 +0.6%
CFGS
577
Concourse Financial Group Securities
Alabama
$220K
WHG
578
Westwood Holdings Group
Texas
$219K
MAS
579
Madden Advisory Services
Florida
$217K +$217K +1,757 New
HWA
580
HCR Wealth Advisors
California
$215K +$215K +1,737 New
DWM
581
Dopkins Wealth Management
New York
$214K -$8.04K -65 -4%
BFA
582
Buttonwood Financial Advisors
Maryland
$214K -$8.53K -69 -4%
SF
583
SWP Financial
California
$214K +$214K +1,728 New
AQR Capital Management
584
AQR Capital Management
Connecticut
$213K +$213K +1,724 New
KOC
585
Koss-Olinger Consulting
Florida
$213K +$213K +1,723 New
RWP
586
Revolve Wealth Partners
New Jersey
$212K +$212K +1,712 New
KIG
587
Kowal Investment Group
Wisconsin
$211K +$211K +1,707 New
NCFG
588
New Century Financial Group
New Jersey
$210K +$210K +1,697 New
FCCM
589
First City Capital Management
Georgia
$209K +$209K +1,690 New
CKAIS
590
Christensen King & Associates Investment Services
Washington
$208K +$208K +1,686 New
HGA
591
Hobbs Group Advisors
South Carolina
$208K
NS
592
NBC Securities
Alabama
$207K +$1.85K +15 +0.9%
AUB
593
Atlantic Union Bankshares
Virginia
$207K +$207K +1,674 New
Kovitz Investment Group Partners
594
Kovitz Investment Group Partners
Illinois
$207K +$26.1K +1,454 +14%
LWANC
595
Laurel Wealth Advisors (North Carolina)
North Carolina
$204K +$118K +952 +136%
ARC
596
Advisor Resource Council
Texas
$204K +$204K +1,652 New
HB
597
HTLF Bank
Colorado
$204K +$204K +1,649 New
CWM
598
Calamos Wealth Management
Illinois
$203K +$203K +1,642 New
ACM
599
Alamar Capital Management
California
$203K +$203K +1,642 New
MI
600
Moneywise Inc
Virginia
$202K +$202K +1,633 New