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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 %
USB
676
Union Savings Bank
Connecticut
$60.6K
PSB
677
Piscataqua Savings Bank
New Hampshire
$58.6K
WWM
678
Wolff Wiese Magana
California
$58.1K
AWM
679
Abound Wealth Management
Tennessee
$57.9K
EB
680
Eastern Bank
Massachusetts
$57.5K +$57.5K +465 New
BIM
681
Breakwater Investment Management
Washington
$57.2K
T
682
Tidemark
California
$57.1K
BlackRock
683
BlackRock
New York
$53.9K -$29.7K -240 -36%
TCG
684
Transcendent Capital Group
Oklahoma
$49K -$1.11K -9 -2%
MFG
685
Mendota Financial Group
Wisconsin
$44.5K
RP
686
Rice Partnership
Hawaii
$43.5K
GI
687
GAMMA Investing
California
$41.8K +$20.3K +164 +94%
S
688
Syntrinsic
Colorado
$41.8K +$41.8K +338 New
CFD
689
Creative Financial Designs
Indiana
$40.8K -$247 -2 -0.6%
EWP
690
Elevation Wealth Partners
California
$37.6K
PGAM
691
Princeton Global Asset Management
New Jersey
$37.1K
CTA
692
Colonial Trust Advisors
South Carolina
$35.7K
W
693
WealthCollab
Washington
$35.1K
CICI
694
Capital Investment Counsel Inc
North Carolina
$32.9K
FP
695
Financial Perspectives
Minnesota
$32.4K
PWM
696
Partnership Wealth Management
Maryland
$31.2K
CJ
697
Caitlin John
Michigan
$28.3K -$4.44K -34 -14%
PCFFS
698
Pacific Center for Financial Services
California
$27.2K
NSIM
699
North Star Investment Management
Illinois
$26.8K
PA
700
Pineridge Advisors
Missouri
$26.1K +$124 +1 +0.5%