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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
651
FineMark National Bank & Trust
Florida
$202K
NP
652
NorthRock Partners
Minnesota
$202K +$1.25K +10 +0.6%
AIM
653
Allen Investment Management
New York
$201K +$201K +1,612 New
HI
654
Horizon Investments
North Carolina
$198K +$198K +1,584 New
BA
655
Bellwether Advisors
Nebraska
$191K +$191K +1,532 New
JEST
656
JTC Employer Solutions Trustee
Jersey
$186K
KFI
657
Key Financial Inc
Pennsylvania
$185K
MFG
658
Menard Financial Group
Texas
$182K +$182K +1,456 New
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$182K -$25K -200 -12%
ST
660
Smithfield Trust
Pennsylvania
$178K
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$176K +$875 +7 +0.5%
HPC
662
HM Payson & Co
Maine
$171K
SIC
663
Salem Investment Counselors
North Carolina
$169K
GBT
664
Grove Bank & Trust
Florida
$163K
MWM
665
Mascoma Wealth Management
New Hampshire
$162K
Russell Investments Group
666
Russell Investments Group
United Kingdom
$159K +$5.12K +41 +3%
OC
667
Oakworth Capital
Alabama
$156K
GEA
668
Glen Eagle Advisors
New Jersey
$154K
PP
669
PFS Partners
New Jersey
$152K
TFM
670
TFC Financial Management
Massachusetts
$150K +$125 +1 +0.1%
BWL
671
Bogart Wealth LLC
Virginia
$149K
LB
672
Legacy Bridge
Iowa
$148K
LI
673
LRI Investments
Florida
$147K
PWA
674
Physician Wealth Advisors
Utah
$146K +$146K +1,171 New
AssetMark Inc
675
AssetMark Inc
California
$142K -$35.1K -281 -20%