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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 %
MW
626
MBL Wealth
North Carolina
$222K -$9.37K -75 -4%
BFA
627
Buttonwood Financial Advisors
Maryland
$221K +$5.37K +43 +2%
WHG
628
Westwood Holdings Group
Texas
$221K – – –
MAS
629
Madden Advisory Services
Florida
$220K +$250 +2 +0.1%
HWA
630
HCR Wealth Advisors
California
$217K – – –
RA
631
Ruggaard & Associates
Ohio
$217K -$26.1K -209 -11%
NAS
632
NWF Advisory Services
California
$217K +$217K +1,736 New
DWM
633
Dopkins Wealth Management
New York
$216K – – –
SF
634
SWP Financial
California
$216K – – –
FF
635
Friday Financial
Iowa
$215K +$215K +1,724 New
VFA
636
Valeo Financial Advisors
Indiana
$215K +$215K +1,723 New
RWP
637
Revolve Wealth Partners
New Jersey
$214K – – –
CWM
638
Calamos Wealth Management
Illinois
$214K +$8.5K +68 +4%
KWA
639
Kingswood Wealth Advisors
California
$214K +$214K +1,709 New
FCCM
640
First City Capital Management
Georgia
$211K – – –
HGA
641
Hobbs Group Advisors
South Carolina
$210K – – –
AUB
642
Atlantic Union Bankshares
Virginia
$209K – – –
BFM
643
Boston Financial Management
Massachusetts
$209K -$34.7K -278 -14%
DAS
644
Dynamic Advisor Solutions
Arizona
$207K -$57K -456 -22%
ACM
645
Alamar Capital Management
California
$205K – – –
MI
646
Moneywise Inc
Virginia
$205K +$750 +6 +0.4%
MAM
647
MMA Asset Management
Pennsylvania
$205K -$452K -3,621 -69%
NCFG
648
New Century Financial Group
New Jersey
$204K -$8.53K -68 -4%
PPWM
649
Paragon Private Wealth Management
Kentucky
$202K – – –
RWM
650
Ritholtz Wealth Management
New York
$202K – – –
24 25
26
27 28