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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$479M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$395M
3
FHC
3
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.5M
5
CIC
5
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$19.1M +$10.6M +89,570 +125%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$18.1M -$590K -4,987 -3%
JE
53
JMAC Enterprises
Pennsylvania
$17.8M +$1.34M +11,326 +8%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$15.8M +$7.73M +65,372 +95%
SFP
55
Sterling Financial Planning
New Jersey
$15.3M +$206K +1,745 +1%
CAL
56
Capital Advisors Ltd
Ohio
$15.1M -$38.3K -324 -0.3%
FMC
57
First Merchants Corp
Indiana
$15M -$2.51M -21,225 -14%
EPP
58
ETF Portfolio Partners
Kansas
$14.8M +$2.44M +20,602 +20%
Comerica Bank
59
Comerica Bank
Texas
$14.8M -$548K -4,636 -4%
LFS
60
Lutz Financial Services
Nebraska
$14.7M -$400K -3,383 -3%
TYCC
61
Texas Yale Capital Corp
Florida
$13.6M – – –
BEC
62
Blue Edge Capital
Virginia
$13.3M +$522K +4,424 +4%
GIA
63
GHP Investment Advisors
Colorado
$13.1M -$126K -1,066 -1%
SPIA
64
Steward Partners Investment Advisory
New York
$12.9M +$1.07M +9,033 +9%
EIP
65
Ellis Investment Partners
Pennsylvania
$12.8M -$227K -1,923 -2%
KAS
66
Kestra Advisory Services
Texas
$12.4M +$570K +4,819 +5%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$657K -5,555 -5%
FAM
68
Flaharty Asset Management
Florida
$12.2M +$1.53M +12,915 +14%
MGIA
69
Moneta Group Investment Advisors
Missouri
$12.1M +$5M +42,274 +70%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$11.9M +$298K +2,518 +3%
Goldman Sachs
71
Goldman Sachs
New York
$11.8M +$8.16M +68,951 +223%
M&T Bank
72
M&T Bank
New York
$11.5M -$2.47M -20,867 -18%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$11.3M -$59.3K -501 -0.5%
AMG
74
Asset Management Group
Connecticut
$10.7M +$12.5K +106 +0.1%
CCWM
75
Cassaday & Co Wealth Management
Virginia
$10.4M -$41.2K -348 -0.4%
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