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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 %
PWM
676
Partnership Wealth Management
Maryland
$29.8K
CJ
677
Caitlin John
Michigan
$29.7K -$5.21K -44 -15%
PCM
678
Palouse Capital Management
Washington
$28.9K +$28.9K +244 New
FCMT
679
Founders Capital Management (Texas)
Texas
$27.4K
PCFFS
680
Pacific Center for Financial Services
California
$26K
GWSG
681
GPS Wealth Strategies Group
Colorado
$25.8K -$1.54K -13 -6%
TAM
682
Tucker Asset Management
Colorado
$25.8K +$25.8K +218 New
NSIM
683
North Star Investment Management
Illinois
$25.7K
DF
684
Dunhill Financial
United Kingdom
$25.4K +$118 +1 +0.5%
PA
685
Pineridge Advisors
Missouri
$24.8K
PCM
686
Perritt Capital Management
Illinois
$23.8K +$119 +1 +0.5%
OCM
687
Orion Capital Management
California
$23.7K
PA
688
PSI Advisors
Florida
$23.6K
OSNBOA
689
Old Second National Bank of Aurora
Illinois
$20.8K
FCA
690
FinTrust Capital Advisors
South Carolina
$20.1K
SWM
691
Sugarloaf Wealth Management
Georgia
$18.9K -$710 -6 -4%
RCM
692
Rain Capital Management
Oregon
$18.3K +$118 +1 +0.6%
NCM
693
Northwest Capital Management
Oregon
$18.2K
CBT
694
CoreFirst Bank & Trust
Kansas
$17.4K
SN
695
Sittner & Nelson
Oregon
$16.4K
TWC
696
TD Waterhouse Canada
Ontario, Canada
$16.4K +$16.4K +142 New
CIA
697
Cape Investment Advisory
Georgia
$16.1K
SC
698
Steph & Co
Wisconsin
$13.7K
AIC
699
Archer Investment Corporation
Indiana
$13.7K
CTC
700
Central Trust Company
Missouri
$12.3K