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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 %
MFA
701
Morling Financial Advisors
California
$95.1K +$95.1K +761 New
MEG
702
Millstone Evans Group
Colorado
$94.1K +$94.1K +753 New
LC
703
Lindbrook Capital
California
$93.8K – – –
GWSG
704
GPS Wealth Strategies Group
Colorado
$93K +$125 +1 +0.1%
TAM
705
Townsend Asset Management
North Carolina
$90.6K – – –
SAM
706
Smartleaf Asset Management
Massachusetts
$89.7K +$7.33K +59 +9%
EPW
707
Evergreen Private Wealth
Colorado
$89K -$4.25K -34 -5%
CHC
708
City Holding Co
West Virginia
$86.2K – – –
CB
709
Centennial Bank
Arkansas
$84.3K – – –
CIAS
710
Capital Investment Advisory Services
North Carolina
$83.6K +$5.75K +46 +7%
MIA
711
Milestone Investment Advisors
Wisconsin
$83.6K – – –
WPWM
712
Western Pacific Wealth Management
Illinois
$83.5K – – –
CFFP
713
Center for Financial Planning
Michigan
$82.5K – – –
TIM
714
Tortoise Investment Management
New York
$82K – – –
NB
715
NBT Bank
New York
$81.2K +$15.6K +125 +24%
GWM
716
Geneos Wealth Management
Colorado
$75.6K -$38K -304 -33%
ITIM
717
Indiana Trust & Investment Management
Indiana
$75K – – –
QC
718
Quent Capital
New York
$75K – – –
FFWM
719
Future Financial Wealth Management
Ohio
$72.6K – – –
VWM
720
Venturi Wealth Management
Texas
$69.1K – – –
FFA
721
Founders Financial Alliance
North Carolina
$68K +$125 +1 +0.2%
PWA
722
Provenance Wealth Advisors
Florida
$64.5K – – –
PMFA
723
Plante Moran Financial Advisors
Michigan
$64.4K -$4.12K -33 -6%
ANBT
724
American National Bank & Trust
Texas
$63.7K -$8.37K -67 -12%
AAG
725
Armstrong Advisory Group
Massachusetts
$63.2K – – –
27 28
29
30 31