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iShares S&P Mid-Cap 400 Value ETF

729 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 193 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
193
Reduced
262
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
676
Oxford Financial Group
Indiana
$33.5K
CTA
677
Colonial Trust Advisors
South Carolina
$32.8K
W
678
WealthCollab
Washington
$32.2K
SAM
679
Smartleaf Asset Management
Massachusetts
$31.7K
CICI
680
Capital Investment Counsel Inc
North Carolina
$30.2K
FP
681
Financial Perspectives
Minnesota
$29.7K
TAM
682
Tucker Asset Management
Colorado
$29.3K +$4.54K +40 +18%
PWM
683
Partnership Wealth Management
Maryland
$28.6K
CJ
684
Caitlin John
Michigan
$28.5K
FCMT
685
Founders Capital Management (Texas)
Texas
$26.3K
PCFFS
686
Pacific Center for Financial Services
California
$25K
NSIM
687
North Star Investment Management
Illinois
$24.6K
DF
688
Dunhill Financial
United Kingdom
$24.5K +$113 +1 +0.5%
PA
689
Pineridge Advisors
Missouri
$23.8K
PCM
690
Perritt Capital Management
Illinois
$23K +$114 +1 +0.5%
PA
691
PSI Advisors
Florida
$22.7K +$113 +1 +0.5%
OCM
692
Orion Capital Management
California
$22.7K
SCA
693
Stuart Chaussee & Associates
California
$21.8K +$21.8K +192 New
CAM
694
Creekmur Asset Management
Illinois
$21.6K -$8.28K -73 -28%
OSAM
695
O'Shaughnessy Asset Management
Connecticut
$20.8K +$9.53K +84 +85%
GI
696
GAMMA Investing
California
$19.7K +$19.7K +174 New
SWM
697
Sugarloaf Wealth Management
Georgia
$18.2K
RCM
698
Rain Capital Management
Oregon
$18K
NCM
699
Northwest Capital Management
Oregon
$17.5K
SN
700
Sittner & Nelson
Oregon
$15.8K