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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 %
CA
626
Continuum Advisory
Idaho
$139K
FFA
627
Farther Finance Advisors
California
$138K +$13.7K +111 +11%
MFC
628
Mechanics Financial Corp
Ohio
$136K -$12.1K -98 -8%
AC
629
AlphaCore Capital
California
$135K
MSG
630
Main Street Group
Virginia
$134K -$12.4K -100 -8%
CWP
631
Concord Wealth Partners
Virginia
$127K +$741 +6 +0.6%
BMC
632
Bear Mountain Capital
Washington
$123K -$502 -4 -0.4%
Kayne Anderson Rudnick Investment Management
633
Kayne Anderson Rudnick Investment Management
California
$116K -$9.02K -73 -7%
RIL
634
Rothschild Investment LLC
Illinois
$116K
VAMG
635
Voisard Asset Management Group
Michigan
$116K
CT
636
Clearstead Trust
Maine
$114K
FRA
637
Front Row Advisors
California
$113K -$45.5K -368 -29%
GWM
638
Geneos Wealth Management
Colorado
$112K +$11.7K +95 +12%
BTI
639
Blue Trust Inc
Georgia
$112K
SAM
640
S.A. Mason
Michigan
$109K
BONH
641
Bank of New Hampshire
New Hampshire
$105K -$19.9K -161 -16%
BFPW
642
BOK Financial Private Wealth
Colorado
$101K
DFA
643
DHJJ Financial Advisors
Illinois
$98.6K
AFG
644
Albion Financial Group
Utah
$95.8K
LC
645
Lindbrook Capital
California
$92.8K
EPW
646
Evergreen Private Wealth
Colorado
$92.2K -$371 -3 -0.4%
GWSG
647
GPS Wealth Strategies Group
Colorado
$91.8K +$9.89K +80 +12%
TAM
648
Townsend Asset Management
North Carolina
$89.6K
OFG
649
Oxford Financial Group
Indiana
$87K +$50.6K +409 +139%
CHC
650
City Holding Co
West Virginia
$85.3K