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

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.4M
3
PFS
Prospera Financial Services
Texas
$7.19M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$168M
5
CWM
Cordatus Wealth Management
Pennsylvania
$5.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$175K
2
LWM
Liberty Wealth Management
California
$452K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.2M
5
Wells Fargo
Wells Fargo
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCIM
751
Gunn & Company Investment Management
Florida
– -$4.58M -40,357 Closed
SW
752
Simplicity Wealth
New Jersey
– -$3.9M -34,359 Closed
Citadel Advisors
753
Citadel Advisors
Florida
– -$3.3M -29,109 Closed
GS
754
GTS Securities
New York
– -$2.59M -22,790 Closed
EFG
755
Ehrlich Financial Group
California
– -$1.45M -12,758 Closed
SAM
756
Synergy Asset Management
Washington
– -$1.22M -10,729 Closed
NWMG
757
National Wealth Management Group
Ohio
– -$1.03M -9,050 Closed
D.E. Shaw & Co
758
D.E. Shaw & Co
New York
– -$944K -8,324 Closed
AG
759
Ascent Group
Virginia
– -$926K -8,163 Closed
MAM
760
Milestone Asset Management
Pennsylvania
– -$880K -7,757 Closed
EWM
761
Evercore Wealth Management
New York
– -$806K -7,105 Closed
AAS
762
Ameritas Advisory Services
Nebraska
– -$575K -5,066 Closed
IA
763
IFG Advisory
Georgia
– -$506K -4,455 Closed
Renaissance Technologies
764
Renaissance Technologies
New York
– -$397K -3,500 Closed
PCH
765
PGIM Custom Harvest
New Jersey
– -$376K -3,314 Closed
TI
766
Trexquant Investment
Connecticut
– -$376K -3,310 Closed
IAA
767
Independent Advisor Alliance
North Carolina
– -$373K -3,290 Closed
AP
768
Appleton Partners
Massachusetts
– -$265K -2,336 Closed
IP
769
Ignite Planners
California
– -$255K -2,271 Closed
HIM
770
Hanlon Investment Management
New Jersey
– -$251K -2,208 Closed
BCM
771
Beaumont Capital Management
Massachusetts
– -$232K -2,047 Closed
Marshall Wace
772
Marshall Wace
United Kingdom
– -$230K -2,028 Closed
Millennium Management
773
Millennium Management
New York
– -$221K -1,946 Closed
KV
774
Kickstand Ventures
New York
– -$218K -1,921 Closed
EWM
775
Empirical Wealth Management
Washington
– -$209K -1,841 Closed
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