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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.84%
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

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$48.4M
3
PFS
3
Prospera Financial Services
Texas
$7.19M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$168M
5
CWM
5
Cordatus Wealth Management
Pennsylvania
$5.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$175K
2
LWM
2
Liberty Wealth Management
California
$452K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35.2M
5
Wells Fargo
5
Wells Fargo
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$16.8M +$2.68M +21,737 +19%
Osaic Holdings
52
Osaic Holdings
Arizona
$16.3M -$4.33M -34,985 -21%
EPP
53
ETF Portfolio Partners
Kansas
$15.9M -$131K -1,062 -0.8%
CAL
54
Capital Advisors Ltd
Ohio
$15.3M -$522K -4,219 -3%
LFS
55
Lutz Financial Services
Nebraska
$15.2M -$97.7K -790 -0.6%
FMC
56
First Merchants Corp
Indiana
$15M -$545K -4,408 -4%
Comerica Bank
57
Comerica Bank
Texas
$14.9M -$445K -3,598 -3%
SL
58
Salomon & Ludwin
Virginia
$14.8M -$1.48M -11,932 -9%
Goldman Sachs
59
Goldman Sachs
New York
$14.3M +$9.97M +80,675 +228%
Stifel Financial
60
Stifel Financial
Missouri
$14.2M -$6.97M -56,344 -33%
TYCC
61
Texas Yale Capital Corp
Florida
$14.1M +$247 +2 +0%
WANY
62
Wealthspire Advisors (New York)
New York
$14M +$2.29M +18,492 +19%
BEC
63
Blue Edge Capital
Virginia
$13.9M +$339K +2,744 +3%
SPIA
64
Steward Partners Investment Advisory
New York
$13.7M +$67.4K +545 +0.5%
GIA
65
GHP Investment Advisors
Colorado
$13.6M -$88.5K -716 -0.6%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$13.3M -$2.93M -23,671 -18%
KAS
67
Kestra Advisory Services
Texas
$13M -$532K -4,303 -4%
FAM
68
Flaharty Asset Management
Florida
$12.9M -$60.2K -487 -0.5%
MGIA
69
Moneta Group Investment Advisors
Missouri
$12.5M -$8.9K -72 -0.1%
EIP
70
Ellis Investment Partners
Pennsylvania
$12M -$418K -3,378 -3%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$11.9M -$989 -8 -0%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$11.6M -$348K -2,816 -3%
AMG
73
Asset Management Group
Connecticut
$11.2M +$75.2K +608 +0.7%
CCWM
74
Cassaday & Co Wealth Management
Virginia
$10.7M -$125K -1,012 -1%
GSWM
75
Greenup Street Wealth Management
Michigan
$10.6M +$1.18M +9,560 +13%
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