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

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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.26M
4
ITB
Idaho Trust Bank
Idaho
+$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
+$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
Goldman Sachs
Goldman Sachs
New York
-$7.32M
5
Bank of America
Bank of America
North Carolina
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
626
DHJJ Financial Advisors
Illinois
$90.5K – – –
AFG
627
Albion Financial Group
Utah
$87.9K -$14.2K -125 -14%
LC
628
Lindbrook Capital
California
$85.2K -$567 -5 -0.7%
EPW
629
Evergreen Private Wealth
Colorado
$85K -$147K -1,294 -63%
RIA
630
Realta Investment Advisors
Delaware
$82.6K – – –
CB
631
Centennial Bank
Arkansas
$82.3K -$12.7K -112 -13%
TAM
632
Townsend Asset Management
North Carolina
$82.3K – – –
LWANC
633
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.6K -$35.5K -313 -31%
AFWM
634
Abich Financial Wealth Management
Virginia
$79.1K – – –
CHC
635
City Holding Co
West Virginia
$78.3K – – –
BlackRock
636
BlackRock
New York
$76.7K – – –
MIA
637
Milestone Investment Advisors
Wisconsin
$75.9K – – –
WPWM
638
Western Pacific Wealth Management
Illinois
$75.8K – – –
GWSG
639
GPS Wealth Strategies Group
Colorado
$75.2K +$50.5K +445 +204%
CFFP
640
Center for Financial Planning
Michigan
$74.9K – – –
TIM
641
Tortoise Investment Management
New York
$74.4K – – –
HGERS
642
Householder Group Estate & Retirement Specialist
Arizona
$74K -$25.2K -223 -25%
ACA
643
Aptus Capital Advisors
Alabama
$71.8K -$4.2K -37 -6%
CIAS
644
Capital Investment Advisory Services
North Carolina
$70.7K – – –
CB
645
Chris Bulman
California
$69.7K +$69.7K +614 New
ITIM
646
Indiana Trust & Investment Management
Indiana
$68.1K – – –
QC
647
Quent Capital
New York
$68.1K – – –
TFGT
648
TS Financial Group (TSFG)
Illinois
$68K +$114 +1 +0.2%
LFG
649
Larson Financial Group
Missouri
$66.9K +$113 +1 +0.2%
ANBT
650
American National Bank & Trust
Texas
$66K – – –
24 25
26
27 28