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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$479M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$395M
3
FHC
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$59.5M
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
726
Chilton Investment Company
Connecticut
– -$7.19M -63,073 Closed
GCIM
727
Gunn & Company Investment Management
Florida
– -$4.82M -42,290 Closed
ITB
728
Idaho Trust Bank
Idaho
– -$4.62M -40,515 Closed
PSCM
729
Per Stirling Capital Management
Texas
– -$3.12M -27,322 Closed
TF
730
Trek Financial
Arizona
– -$3.11M -27,283 Closed
EC
731
Estate Counselors
Wisconsin
– -$1.64M -14,405 Closed
SAM
732
Sawgrass Asset Management
Florida
– -$930K -8,152 Closed
Millennium Management
733
Millennium Management
New York
– -$800K -7,012 Closed
CCM
734
Condor Capital Management
New Jersey
– -$770K -6,749 Closed
SHFP
735
Second Half Financial Partners
Florida
– -$707K -6,196 Closed
AF
736
Apexium Financial
Texas
– -$638K -5,591 Closed
TSW
737
Thompson Siegel & Walmsley
Virginia
– -$595K -5,221 Closed
IA
738
IFG Advisory
Georgia
– -$507K -4,445 Closed
JF
739
JSF Financial
California
– -$412K -3,615 Closed
ES
740
Eagle Strategies
New York
– -$359K -3,144 Closed
MI
741
Moneywise Inc
Virginia
– -$309K -2,712 Closed
CST
742
Charles Schwab Trust
Nevada
– -$308K -2,700 Closed
FFN
743
Focus Financial Network
Minnesota
– -$281K -2,468 Closed
SW
744
SVB Wealth
Massachusetts
– -$267K -2,338 Closed
HCM
745
HMS Capital Management
Tennessee
– -$236K -2,072 Closed
AWA
746
Arete Wealth Advisors
Illinois
– -$227K -1,989 Closed
CFO
747
Collective Family Office
Pennsylvania
– -$213K -1,872 Closed
CWM
748
Circle Wealth Management
New Jersey
– -$211K -1,851 Closed
LOPW
749
Live Oak Private Wealth
North Carolina
– -$211K -1,847 Closed
GMFG
750
Greater Midwest Financial Group
Minnesota
– -$208K -1,822 Closed
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