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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 %
FRA
601
Front Row Advisors
California
$146K
GEA
602
Glen Eagle Advisors
New Jersey
$140K -$39.7K -350 -22%
PP
603
PFS Partners
New Jersey
$138K
TFM
604
TFC Financial Management
Massachusetts
$136K
MFC
605
Mechanics Financial Corp
Ohio
$136K
LB
606
Legacy Bridge
Iowa
$134K
LI
607
LRI Investments
Florida
$134K
MSG
608
Main Street Group
Virginia
$133K
BWL
609
Bogart Wealth LLC
Virginia
$132K -$3.18K -28 -2%
MHR
610
Matthew Hamilton Rosenberg
$127K +$127K +1,131 New
Russell Investments Group
611
Russell Investments Group
United Kingdom
$125K -$1.48K -13 -1%
AC
612
AlphaCore Capital
California
$124K
CA
613
Continuum Advisory
Idaho
$121K
BTI
614
Blue Trust Inc
Georgia
$117K
CWP
615
Concord Wealth Partners
Virginia
$116K +$567 +5 +0.5%
BMC
616
Bear Mountain Capital
Washington
$116K
Kayne Anderson Rudnick Investment Management
617
Kayne Anderson Rudnick Investment Management
California
$115K +$4.66K +41 +4%
BONH
618
Bank of New Hampshire
New Hampshire
$114K
FFA
619
Farther Finance Advisors
California
$113K +$450 +4 +0.4%
RIL
620
Rothschild Investment LLC
Illinois
$107K -$39.7K -350 -27%
VAMG
621
Voisard Asset Management Group
Michigan
$106K
CT
622
Clearstead Trust
Maine
$104K
SAM
623
S.A. Mason
Michigan
$99.8K
GWM
624
Geneos Wealth Management
Colorado
$92.4K
BFPW
625
BOK Financial Private Wealth
Colorado
$92.3K