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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 %
FCA
701
FinTrust Capital Advisors
South Carolina
$25.5K +$13.1K +106 +106%
PA
702
PSI Advisors
Florida
$24.8K
SCA
703
Stuart Chaussee & Associates
California
$23.7K
DF
704
Dunhill Financial
United Kingdom
$22.6K -$4.21K -34 -16%
SWM
705
Sugarloaf Wealth Management
Georgia
$19.8K
GSEP
706
Golden State Equity Partners
California
$19.5K +$19.5K +158 New
NCM
707
Northwest Capital Management
Oregon
$19K
BA
708
Bristlecone Advisors
Washington
$17.4K +$17.4K +141 New
SN
709
Sittner & Nelson
Oregon
$17.2K
DWM
710
Darwin Wealth Management
Florida
$17.1K +$17.1K +138 New
CAM
711
Creekmur Asset Management
Illinois
$16.8K -$6.68K -54 -28%
CIA
712
Cape Investment Advisory
Georgia
$16.8K
NFA
713
Northwest Financial Advisors
Virginia
$16.7K +$16.7K +135 New
CAS
714
Coppell Advisory Solutions
Texas
$16.3K -$30.7K -249 -65%
TCM
715
Tradewinds Capital Management
Washington
$15.9K
SC
716
Steph & Co
Wisconsin
$15.2K
AIC
717
Archer Investment Corporation
Indiana
$14.5K +$124 +1 +0.9%
PP
718
Pacifica Partners
Canada
$14.2K +$14.2K +115 New
CPA
719
Capital Performance Advisors
California
$13.7K +$13.7K +111 New
ATS
720
Ashton Thomas Securities
New York
$13.1K +$13.1K +106 New
CTC
721
Central Trust Company
Missouri
$12.9K
PCM
722
Perritt Capital Management
Illinois
$12.8K -$12.1K -98 -49%
ZB
723
Zions Bancorporation
Utah
$11.4K
SC
724
Stephens Consulting
Michigan
$11.1K
TF
725
Tompkins Financial
New York
$10.9K