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

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$293M
2
Lido Advisors
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$479M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$395M
3
FHC
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.5M
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
701
Newbridge Financial Services Group
Florida
$12.2K – – –
OSAM
702
O'Shaughnessy Asset Management
Connecticut
$11.7K – – –
SC
703
Stephens Consulting
Michigan
$10.6K – – –
TF
704
Tompkins Financial
New York
$10.4K – – –
PCTC
705
Perkins Coie Trust Company
Washington
$10.1K – – –
BHWM
706
Beaird Harris Wealth Management
Texas
$9.94K +$9.94K +84 New
MFT
707
Moisand Fitzgerald Tamayo
Florida
$9.23K – – –
NBT
708
Northwest Bank & Trust
Iowa
$8.33K -$64K -576 -88%
HR
709
Howe & Rusling
New York
$7.45K +$1.07K +9 +17%
TSWM
710
Tyler-Stone Wealth Management
Ohio
$7.33K – – –
CB
711
CNB Bank
Pennsylvania
$7.22K – – –
RWM
712
Ruedi Wealth Management
Illinois
$7.22K – – –
CWA
713
Core Wealth Advisors
Florida
$7.1K -$6.03K -51 -46%
RMC
714
Resources Management Corp
Connecticut
$6K – – –
KFS
715
Kelly Financial Services
Massachusetts
$5.02K – – –
POIA
716
Pin Oak Investment Advisors
Texas
$5K – – –
HT
717
Headlands Technologies
Illinois
$4.61K +$4.61K +39 New
FGA
718
Fortis Group Advisors
New Jersey
$4.5K -$4.5K -38 -50%
HWA
719
HHM Wealth Advisors
Tennessee
$3.19K – – –
First Manhattan
720
First Manhattan
New York
$3.08K – – –
WWP
721
WR Wealth Planners
Missouri
$2.96K +$2.96K +25 New
RA
722
Rise Advisors
New York
$2.25K – – –
MAWCM
723
Mine & Arao Wealth Creation & Management
California
$2.13K +$2.13K +18 New
MRCM
724
M&R Capital Management
New Jersey
$1.18K – – –
GI
725
Gradient Investments
Minnesota
$19 – – –
27 28
29
30 31