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iShares S&P Mid-Cap 400 Value ETF

749 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, 285 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.83%
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
285
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
651
Milestone Investment Advisors
Wisconsin
$82.7K
WPWM
652
Western Pacific Wealth Management
Illinois
$82.6K
SAM
653
Smartleaf Asset Management
Massachusetts
$81.8K +$47.1K +382 +136%
CFFP
654
Center for Financial Planning
Michigan
$81.6K
TIM
655
Tortoise Investment Management
New York
$81.1K
HGERS
656
Householder Group Estate & Retirement Specialist
Arizona
$81K +$247 +2 +0.3%
ACA
657
Aptus Capital Advisors
Alabama
$80.5K +$2.23K +18 +3%
CIAS
658
Capital Investment Advisory Services
North Carolina
$77K
ITIM
659
Indiana Trust & Investment Management
Indiana
$74.2K
QC
660
Quent Capital
New York
$74.2K
TFGT
661
TS Financial Group (TSFG)
Illinois
$74K +$124 +1 +0.2%
LFG
662
Larson Financial Group
Missouri
$73K
FFWM
663
Future Financial Wealth Management
Ohio
$71.8K +$71.8K +581 New
ANBT
664
American National Bank & Trust
Texas
$71.3K -$618 -5 -0.9%
Allspring Global Investments
665
Allspring Global Investments
North Carolina
$70.1K +$2.47K +20 +4%
VWM
666
Venturi Wealth Management
Texas
$68.4K
PMFA
667
Plante Moran Financial Advisors
Michigan
$67.7K +$5.07K +41 +8%
Qube Research & Technologies (QRT)
668
Qube Research & Technologies (QRT)
United Kingdom
$67.5K +$5.69K +46 +9%
FFA
669
Founders Financial Alliance
North Carolina
$67.2K +$124 +1 +0.2%
NB
670
NBT Bank
New York
$64.9K +$64.9K +525 New
CHA
671
Carmichael Hill & Associates
Maryland
$64.3K +$247 +2 +0.4%
PWA
672
Provenance Wealth Advisors
Florida
$63.8K
RDIA
673
RE Dickinson Investment Advisors
Iowa
$63.7K
AAG
674
Armstrong Advisory Group
Massachusetts
$62.6K
BFS
675
Burkett Financial Services
South Carolina
$61.5K +$371 +3 +0.6%