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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 %
AWM
576
Aprio Wealth Management
Georgia
$259K +$125 +1 +0%
HWM
577
Horizon Wealth Management
Illinois
$258K +$258K +2,068 New
WCP
578
Wick Capital Partners
Pennsylvania
$258K +$4.37K +35 +2%
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$43K -330 -14%
SMA
580
Sage Mountain Advisors
Georgia
$257K
MG
581
Mather Group
Illinois
$257K -$11.5K -92 -4%
JWM
582
JPL Wealth Management
Colorado
$257K +$257K +2,053 New
BCM
583
Brookstone Capital Management
Illinois
$256K +$23.4K +187 +10%
EA
584
Eclectic Associates
California
$256K
FMWA
585
Forvis Mazars Wealth Advisors
Missouri
$256K +$125 +1 +0%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$254K -$500 -4 -0.2%
TF
587
TME Financial
California
$254K +$254K +2,055 New
WWM
588
Western Wealth Management
Colorado
$253K
FCP
589
Fidelis Capital Partners
Florida
$253K -$9.97K -78 -4%
BDWCC
590
B&D White Capital Company
Texas
$251K -$1.01M -8,092 -80%
PGFC
591
Peapack-Gladstone Financial Corp
New Jersey
$250K
DIP
592
DT Investment Partners
Pennsylvania
$250K
SA
593
Sunesis Advisors
Kansas
$247K
Kayne Anderson Rudnick Investment Management
594
Kayne Anderson Rudnick Investment Management
California
$247K +$129K +1,036 +110%
SFC
595
Strategic Financial Concepts
Texas
$247K +$247K +1,974 New
EI
596
Ellevest Inc
New York
$247K -$90.2K -722 -27%
CD
597
Chapin Davis
Maryland
$246K
NW
598
NewEdge Wealth
Pennsylvania
$246K
MWM
599
Mattern Wealth Management
Kansas
$244K
ECM
600
Evergreen Capital Management
Washington
$242K -$162K -1,298 -40%