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iShares S&P Mid-Cap 400 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.83%
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
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
726
Anfield Capital Management
California
$10.9K
PCTC
727
Perkins Coie Trust Company
Washington
$10.5K
CBT
728
CoreFirst Bank & Trust
Kansas
$10.4K +$10.4K +84 New
SIS
729
Sound Income Strategies
Florida
$9.82K -$3.09M -24,871 -100%
MFT
730
Moisand Fitzgerald Tamayo
Florida
$9.64K
JIP
731
Jaffetilchin Investment Partners
Florida
$9.45K +$9.45K +76 New
NBT
732
Northwest Bank & Trust
Iowa
$9.27K
SC
733
Sawyer & Company
Massachusetts
$9K +$9K +71 New
CB
734
CNB Bank
Pennsylvania
$7.54K
RWM
735
Ruedi Wealth Management
Illinois
$7.54K
MBFW
736
Morton Brown Family Wealth
Pennsylvania
$6.92K +$6.92K +56 New
RMC
737
Resources Management Corp
Connecticut
$6K
HR
738
Howe & Rusling
New York
$5.32K
POIA
739
Pin Oak Investment Advisors
Texas
$5K
HWM
740
Hemington Wealth Management
Virginia
$5K +$5K +47 New
WT
741
Washington Trust
Rhode Island
$4.95K +$4.95K +40 New
TWC
742
TD Waterhouse Canada
Ontario, Canada
$4.89K -$8.8K -72 -64%
TAM
743
Tucker Asset Management
Colorado
$3.46K -$28.4K -230 -89%
OC
744
Oarsman Capital
Wisconsin
$3.46K +$3.46K +28 New
HWA
745
HHM Wealth Advisors
Tennessee
$3.34K
BNP Paribas Financial Markets
746
BNP Paribas Financial Markets
France
$2.72K +$2.72K +22 New
RA
747
Rise Advisors
New York
$2.35K
ME
748
McIlrath & Eck
Washington
$2.1K
IAIM
749
International Assets Investment Management
Florida
$1.92K +$1.91K +235,736 +12,420%
CA
750
Claris Advisors
Missouri
$494 +$494 +4 New