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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$28.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.9M
3
Ameriprise
Ameriprise
Minnesota
+$8.73M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.96M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.3M
2
Lido Advisors
Lido Advisors
California
-$22M
3
WIA
World Investment Advisors
California
-$21.4M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
676
Matthew Hamilton Rosenberg
$141K – – –
MFC
677
Mechanics Financial Corp
Ohio
$137K – – –
MSG
678
Main Street Group
Virginia
$136K – – –
CA
679
Continuum Advisory
Idaho
$134K – – –
OPTFSNA
680
Old Point Trust & Financial Services N A
Virginia
$133K +$133K +1,062 New
FFA
681
Farther Finance Advisors
California
$132K -$7.87K -63 -6%
CWP
682
Concord Wealth Partners
Virginia
$129K +$625 +5 +0.5%
KTC
683
Kentucky Trust Company
Kentucky
$125K +$125K +1,000 New
CA
684
CoreCap Advisors
Michigan
$124K -$112K -899 -48%
BTI
685
Blue Trust Inc
Georgia
$123K – – –
FLP
686
Financial Life Planners
Arizona
$122K +$122K +980 New
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K -$68.7K -530 -37%
RIL
688
Rothschild Investment LLC
Illinois
$117K – – –
CT
689
Clearstead Trust
Maine
$115K – – –
BMC
690
Bear Mountain Capital
Washington
$115K -$12.9K -99 -10%
HIW
691
Holos Integrated Wealth
Pennsylvania
$115K +$115K +918 New
FRA
692
Front Row Advisors
California
$114K – – –
SAM
693
S.A. Mason
Michigan
$110K – – –
SFG
694
Stonebridge Financial Group
Pennsylvania
$107K +$107K +858 New
HNW
695
High Note Wealth
Minnesota
$106K +$106K +851 New
BONH
696
Bank of New Hampshire
New Hampshire
$106K – – –
BFPW
697
BOK Financial Private Wealth
Colorado
$102K – – –
DFA
698
DHJJ Financial Advisors
Illinois
$99.7K – – –
AFG
699
Albion Financial Group
Utah
$96.8K – – –
SIM
700
Synergy Investment Management
Florida
$96.1K +$96.1K +769 New
26 27
28
29 30