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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.

Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.61%
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 %
Corient Private Wealth
51
Corient Private Wealth
Florida
$17.3M -$1M -8,878 -6%
JE
52
JMAC Enterprises
Pennsylvania
$16M -$1.06M -9,379 -6%
SFP
53
Sterling Financial Planning
New Jersey
$15M +$247K +2,181 +2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$14.9M -$256K -2,259 -2%
SL
55
Salomon & Ludwin
Virginia
$14.9M -$5.44M -47,905 -27%
EPP
56
ETF Portfolio Partners
Kansas
$14.7M +$504K +4,444 +4%
CAL
57
Capital Advisors Ltd
Ohio
$14.5M -$16.8K -148 -0.1%
FMC
58
First Merchants Corp
Indiana
$14.3M -$94.3K -831 -0.7%
Comerica Bank
59
Comerica Bank
Texas
$14.1M -$102K -902 -0.7%
LFS
60
Lutz Financial Services
Nebraska
$14M -$85.8K -756 -0.6%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$13M +$1.58M +13,908 +14%
TYCC
62
Texas Yale Capital Corp
Florida
$13M -$96.4K -850 -0.7%
GIA
63
GHP Investment Advisors
Colorado
$12.5M -$69.6K -613 -0.6%
SPIA
64
Steward Partners Investment Advisory
New York
$12.5M +$176K +1,552 +1%
BEC
65
Blue Edge Capital
Virginia
$12.4M -$375K -3,307 -3%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$12.1M +$6.26M +55,214 +108%
KAS
67
Kestra Advisory Services
Texas
$12M +$482K +4,374 +4%
FAM
68
Flaharty Asset Management
Florida
$11.9M +$126K +1,108 +1%
MGIA
69
Moneta Group Investment Advisors
Missouri
$11.5M -$144K -1,269 -1%
EIP
70
Ellis Investment Partners
Pennsylvania
$11.4M -$887K -7,817 -7%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$11M +$178K +1,566 +2%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$11M -$772K -6,805 -7%
WANY
73
Wealthspire Advisors (New York)
New York
$10.8M +$951K +8,384 +10%
M&T Bank
74
M&T Bank
New York
$10.3M -$678K -5,975 -6%
AMG
75
Asset Management Group
Connecticut
$10.2M -$47.1K -415 -0.5%