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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 %
CIA
701
Cape Investment Advisory
Georgia
$15.4K
TCM
702
Tradewinds Capital Management
Washington
$14.6K +$14.6K +129 New
BCWM
703
Bartlett & Co Wealth Management
Ohio
$14.6K +$14.6K +129 New
SC
704
Steph & Co
Wisconsin
$14K +$794 +7 +6%
AIC
705
Archer Investment Corporation
Indiana
$13.2K
TWC
706
TD Waterhouse Canada
Ontario, Canada
$12.6K -$3.37K -30 -21%
CTC
707
Central Trust Company
Missouri
$11.8K
FCA
708
FinTrust Capital Advisors
South Carolina
$11.3K -$7.94K -70 -41%
RhumbLine Advisers
709
RhumbLine Advisers
Massachusetts
$11.3K +$11.3K +100 New
ZB
710
Zions Bancorporation
Utah
$10.4K -$22.5K -198 -68%
SC
711
Stephens Consulting
Michigan
$10.2K
TF
712
Tompkins Financial
New York
$9.98K
ACM
713
Anfield Capital Management
California
$9.98K +$9.98K +88 New
PCTC
714
Perkins Coie Trust Company
Washington
$9.64K
MFT
715
Moisand Fitzgerald Tamayo
Florida
$8.85K
NBT
716
Northwest Bank & Trust
Iowa
$8.51K
NMM
717
Naples Money Management
Florida
$8.22K +$8.22K +73 New
TSWM
718
Tyler-Stone Wealth Management
Ohio
$7.04K
CB
719
CNB Bank
Pennsylvania
$6.92K
RWM
720
Ruedi Wealth Management
Illinois
$6.92K
RMC
721
Resources Management Corp
Connecticut
$6K
GLR
722
Great Lakes Retirement
Ohio
$5.33K +$5.33K +47 New
POIA
723
Pin Oak Investment Advisors
Texas
$5K
HR
724
Howe & Rusling
New York
$4.88K -$2.27K -20 -32%
KFS
725
Kelly Financial Services
Massachusetts
$4.81K