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iShares S&P Mid-Cap 400 Value ETF

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
Net Calls
+$473K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
651
Provenance Wealth Advisors
Florida
$61K
RDIA
652
RE Dickinson Investment Advisors
Iowa
$61K
BFS
653
Burkett Financial Services
South Carolina
$58.3K +$236 +2 +0.4%
USB
654
Union Savings Bank
Connecticut
$58K
AAG
655
Armstrong Advisory Group
Massachusetts
$57.7K
PSB
656
Piscataqua Savings Bank
New Hampshire
$56.1K
AWM
657
Abound Wealth Management
Tennessee
$55.4K
CT
658
Cambridge Trust
Massachusetts
$55K
BIM
659
Breakwater Investment Management
Washington
$54.8K +$54.8K +463 New
T
660
Tidemark
California
$54.7K
TCG
661
Transcendent Capital Group
Oklahoma
$47.8K +$355 +3 +0.7%
Allspring Global Investments
662
Allspring Global Investments
North Carolina
$47.6K -$23.4K -198 -33%
MFG
663
Mendota Financial Group
Wisconsin
$42.6K
RP
664
Rice Partnership
Hawaii
$41.6K -$21.9K -185 -34%
EWP
665
Elevation Wealth Partners
California
$36K
PGAM
666
Princeton Global Asset Management
New Jersey
$35.5K
OFG
667
Oxford Financial Group
Indiana
$34.9K
ZB
668
Zions Bancorporation
Utah
$34.3K
CTA
669
Colonial Trust Advisors
South Carolina
$34.2K
W
670
WealthCollab
Washington
$33.6K
SAM
671
Smartleaf Asset Management
Massachusetts
$33.1K -$15.9K -135 -32%
AssetMark Inc
672
AssetMark Inc
California
$32.8K +$30.6K +259 +1,439%
CICI
673
Capital Investment Counsel Inc
North Carolina
$31.5K
CAM
674
Creekmur Asset Management
Illinois
$31.1K -$473 -4 -1%
FP
675
Financial Perspectives
Minnesota
$31K