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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.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.6%
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 %
HWA
726
HHM Wealth Advisors
Tennessee
$3.06K
WWP
727
WR Wealth Planners
Missouri
$2.84K
RA
728
Rise Advisors
New York
$2.16K
ME
729
McIlrath & Eck
Washington
$1.93K +$1.93K +17 New
MRCM
730
M&R Capital Management
New Jersey
$1.14K
FHC
731
First Heartland Consultants
Missouri
$516 -$12 -102 -2%
DPIM
732
Duff & Phelps Investment Management
Illinois
-$28.5M -240,735 Closed
HWA
733
Heritage Wealth Advisors
Virginia
-$3.9M -37,748 Closed
MSCM
734
McElhenny Sheffield Capital Management
Texas
-$2.86M -25,544 Closed
LNC
735
Lincoln National Corp
Pennsylvania
-$2.96M -25,053 Closed
NSB
736
Norway Savings Bank
Maine
-$2.25M -19,059 Closed
CFS
737
Commonwealth Financial Services
West Virginia
-$1.89M -16,562 Closed
AI
738
Atria Investments
North Carolina
-$1.58M -13,327 Closed
BCM
739
Barometer Capital Management
Ontario, Canada
-$933K -8,400 Closed
HFRG
740
Houlihan Financial Resource Group
Virginia
-$941K -7,951 Closed
CB
741
Cadence Bank
Mississippi
-$714K -6,037 Closed
MTC
742
McDaniel Terry & Co
Texas
-$668K -5,646 Closed
NL
743
NWAM LLC
Washington
-$627K -5,387 Closed
TT
744
TI-Trust
Illinois
-$583K -4,930 Closed
WFM
745
Wolff Financial Management
Michigan
-$473K -4,000 Closed
CW
746
CreativeOne Wealth
Kansas
-$470K -3,967 Closed
WA
747
Wealthstar Advisors
Texas
-$362K -3,064 Closed
SAG
748
SageView Advisory Group
California
-$586K -2,786 Closed
MWM
749
Meridian Wealth Management
Kentucky
-$277K -2,342 Closed
CA
750
CoreCap Advisors
Michigan
-$275K -2,327 Closed