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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$28.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
Ameriprise
Ameriprise
Minnesota
+$8.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.96M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.3M
2
Lido Advisors
Lido Advisors
California
-$22M
3
WIA
World Investment Advisors
California
-$21.4M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
601
Journey Advisory Group
Kentucky
$240K – – –
IAIM
602
International Assets Investment Management
Florida
$239K -$29.3M -235,709 -99%
S
603
SignatureFD
Georgia
$239K -$6.12K -49 -2%
AIA
604
Allied Investment Advisors
Montana
$239K – – –
FNBTCON
605
First National Bank & Trust Co of Newtown
Pennsylvania
$238K -$30K -240 -11%
LSIA
606
LaSalle St. Investment Advisors
Illinois
$235K +$235K +1,882 New
CPC
607
Consolidated Planning Corp
Georgia
$235K -$26.2K -210 -10%
TWP
608
Tyche Wealth Partners
Texas
$234K +$125 +1 +0.1%
MWM
609
Meridian Wealth Management
Kentucky
$234K +$125 +1 +0.1%
AA
610
Aufman Associates
Pennsylvania
$233K – – –
GCM
611
Gallacher Capital Management
Colorado
$232K – – –
GC
612
Garde Capital
Washington
$232K – – –
CFGS
613
Concourse Financial Group Securities
Alabama
$231K – – –
AIA
614
Accelerate Investment Advisors
California
$231K +$1.13K +9 +0.5%
SSB
615
Sandy Spring Bank
Maryland
$230K -$19.1K -153 -8%
CKAIS
616
Christensen King & Associates Investment Services
Washington
$230K +$17.6K +140 +8%
PIM
617
Penobscot Investment Management
Massachusetts
$228K -$12.5K -100 -5%
HB
618
HTLF Bank
Colorado
$227K +$21.2K +170 +10%
MGW
619
MB Generational Wealth
Washington
$227K – – –
National Bank of Canada
620
National Bank of Canada
Quebec, Canada
$226K +$875 +7 +0.4%
AFP
621
Ausdal Financial Partners
Iowa
$225K – – –
VFG
622
V2 Financial group
Illinois
$225K – – –
TAM
623
Tocqueville Asset Management
New York
$225K – – –
HAS
624
Holland Advisory Services
Florida
$224K +$1.13K +9 +0.5%
HI
625
Harbour Investments
Wisconsin
$223K +$125 +1 +0.1%
23 24
25
26 27