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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 %
AUB
751
Atlantic Union Bankshares
Virginia
– -$206K -1,808 Closed
HB
752
HTLF Bank
Colorado
– -$204K -1,792 Closed
ACM
753
Advisors Capital Management
New Jersey
– -$203K -1,779 Closed
MSWM
754
McGlone Suttner Wealth Management
Wisconsin
– -$186K -1,633 Closed
DAC
755
Dividend Assets Capital
South Carolina
– -$94K -826 Closed
CYG
756
Clean Yield Group
Vermont
– -$91.2K -800 Closed
BL
757
Balentine LLC
Georgia
– -$85K -745 Closed
LPP
758
Life Planning Partners
Florida
– -$79.4K -697 Closed
MSS
759
Mitchell Sinkler & Starr
Pennsylvania
– -$73.7K -646 Closed
JFGIW
760
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$61K -535 Closed
LFA
761
Level Financial Advisors
New York
– -$47.4K -416 Closed
AP
762
Advisors Preferred
Maryland
– -$43.9K -385 Closed
SWC
763
Spectrum Wealth Counsel
Indiana
– -$42.7K -374 Closed
WBC
764
West Branch Capital
Massachusetts
– -$41.4K -363 Closed
NFA
765
Northwest Financial Advisors
Virginia
– -$15.2K -134 Closed
RhumbLine Advisers
766
RhumbLine Advisers
Massachusetts
– -$11.4K -100 Closed
CG
767
Cutler Group
California
– -$11K -100 Closed
WAG
768
Windsor Advisory Group
Ohio
– -$9.58K -84 Closed
TC
769
Truvestments Capital
Florida
– -$2.28K -20 Closed
OP
770
ORG Partners
Indiana
– -$1.39K -12 Closed
IHWM
771
Iron Horse Wealth Management
Iowa
– -$346 -3 Closed
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