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

817 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, 226 increasing their positions, 254 reducing their positions, and 26 closing their positions.

Holders
817
Holders Change
+68
Holders Change %
+9.08%
% of All Funds
10.88%
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
226
Reduced
254
Closed
26
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
-$629K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$269M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$421M
3
Ameriprise
3
Ameriprise
Minnesota
$123M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.6M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$239K
2
Lido Advisors
2
Lido Advisors
California
$24.8M
3
WIA
3
World Investment Advisors
California
$839K
4
Goldman Sachs
4
Goldman Sachs
New York
$3.48M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Advisors Ltd
Ohio
$15.4M -$27.1K -217 -0.2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$15.3M -$3.14M -25,121 -17%
LFS
53
Lutz Financial Services
Nebraska
$15.3M -$90K -720 -0.6%
FMC
54
First Merchants Corp
Indiana
$15M -$170K -1,357 -1%
WANY
55
Wealthspire Advisors (New York)
New York
$14.8M +$659K +5,271 +5%
TYCC
56
Texas Yale Capital Corp
Florida
$14.5M +$199K +1,595 +1%
SL
57
Salomon & Ludwin
Virginia
$14M -$891K -7,130 -6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$13.9M +$1.79M +14,294 +15%
SPIA
59
Steward Partners Investment Advisory
New York
$13.7M -$109K -875 -0.8%
GIA
60
GHP Investment Advisors
Colorado
$13.7M -$66.4K -531 -0.5%
Stifel Financial
61
Stifel Financial
Missouri
$13.6M -$742K -5,940 -5%
GSWM
62
Greenup Street Wealth Management
Michigan
$13.6M +$2.83M +22,619 +26%
KAS
63
Kestra Advisory Services
Texas
$13.4M +$238K +1,904 +2%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$13.3M -$175K -1,397 -1%
FAM
65
Flaharty Asset Management
Florida
$12.8M -$211K -1,691 -2%
EIP
66
Ellis Investment Partners
Pennsylvania
$12.1M -$24.7K -198 -0.2%
EPP
67
ETF Portfolio Partners
Kansas
$11.9M -$4.17M -33,385 -26%
Comerica Bank
68
Comerica Bank
Texas
$11.9M -$3.22M -25,804 -21%
MGIA
69
Moneta Group Investment Advisors
Missouri
$11.8M -$822K -6,580 -7%
AMG
70
Asset Management Group
Connecticut
$11.4M +$15.9K +127 +0.1%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$11M +$452K +3,620 +4%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$10.9M -$830K -6,645 -7%
CCWM
73
Cassaday & Co Wealth Management
Virginia
$10.8M +$47.7K +382 +0.4%
NFG
74
Nations Financial Group
Iowa
$10.4M -$12.2K -98 -0.1%
US Bancorp
75
US Bancorp
Minnesota
$10.1M -$24.3K -194 -0.2%
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