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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 %
MFC
601
Mechanics Financial Corp
Ohio
$141K – – –
BWL
602
Bogart Wealth LLC
Virginia
$141K +$3.31K +28 +2%
LB
603
Legacy Bridge
Iowa
$140K – – –
LI
604
LRI Investments
Florida
$140K +$140K +1,180 New
MG
605
Mather Group
Illinois
$139K +$139K +1,223 New
MSG
606
Main Street Group
Virginia
$139K – – –
Russell Investments Group
607
Russell Investments Group
United Kingdom
$132K +$10.2K +86 +8%
AC
608
AlphaCore Capital
California
$129K -$5.92K -50 -4%
CA
609
Continuum Advisory
Idaho
$124K +$124K +1,070 New
CWP
610
Concord Wealth Partners
Virginia
$121K +$355 +3 +0.3%
LWANC
611
Laurel Wealth Advisors (North Carolina)
North Carolina
$120K – – –
BONH
612
Bank of New Hampshire
New Hampshire
$119K +$4.5K +38 +4%
FFA
613
Farther Finance Advisors
California
$117K +$70.1K +598 +148%
BTI
614
Blue Trust Inc
Georgia
$117K – – –
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$115K +$6.27K +53 +6%
VAMG
616
Voisard Asset Management Group
Michigan
$111K – – –
CT
617
Clearstead Trust
Maine
$109K – – –
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$109K +$106K +893 +3,307%
BMC
619
Bear Mountain Capital
Washington
$108K -$438 -4 -0.4%
AFG
620
Albion Financial Group
Utah
$106K – – –
SAM
621
S.A. Mason
Michigan
$104K – – –
HGERS
622
Householder Group Estate & Retirement Specialist
Arizona
$104K -$473 -4 -0.5%
SIC
623
Salem Investment Counselors
North Carolina
$102K – – –
CB
624
Centennial Bank
Arkansas
$99K – – –
GWM
625
Geneos Wealth Management
Colorado
$96.3K -$54.8K -463 -36%
23 24
25
26 27