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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 %
PPWM
601
Paragon Private Wealth Management
Kentucky
$200K +$200K +1,620 New
RWM
602
Ritholtz Wealth Management
New York
$200K +$200K +1,618 New
FNBT
603
FineMark National Bank & Trust
Florida
$200K +$200K +1,618 New
NP
604
NorthRock Partners
Minnesota
$198K
WI
605
Wintrust Investments
Illinois
$192K -$1.78M -14,403 -90%
JEST
606
JTC Employer Solutions Trustee
Jersey
$185K
KFI
607
Key Financial Inc
Pennsylvania
$183K
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K +$131K +1,061 +276%
ST
609
Smithfield Trust
Pennsylvania
$176K
AssetMark Inc
610
AssetMark Inc
California
$175K -$62.4M -504,733 -100%
JGIA
611
Jackson Grant Investment Advisers
Connecticut
$174K +$1.11K +9 +0.6%
HPC
612
HM Payson & Co
Maine
$169K
SIC
613
Salem Investment Counselors
North Carolina
$167K
MIM
614
Macroview Investment Management
Maryland
$166K +$2.84K +23 +2%
GBT
615
Grove Bank & Trust
Florida
$161K
MWM
616
Mascoma Wealth Management
New Hampshire
$160K -$12.4K -100 -7%
OC
617
Oakworth Capital
Alabama
$154K +$87.8K +710 +132%
LI
618
LRI Investments
Florida
$153K
GEA
619
Glen Eagle Advisors
New Jersey
$152K
Russell Investments Group
620
Russell Investments Group
United Kingdom
$152K +$15.7K +127 +12%
PP
621
PFS Partners
New Jersey
$150K
TFM
622
TFC Financial Management
Massachusetts
$148K
BWL
623
Bogart Wealth LLC
Virginia
$147K +$3.46K +28 +2%
LB
624
Legacy Bridge
Iowa
$146K
MHR
625
Matthew Hamilton Rosenberg
$140K