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iShares S&P Mid-Cap 400 Value ETF

817 hedge funds and large institutions have $5.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 226 increasing their positions, 254 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+68
Holders Change %
+9.08%
% of All Funds
10.88%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.31%
New
111
Increased
226
Reduced
254
Closed
26
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
776
Darwin Wealth Management
Florida
$17.2K
CAM
777
Creekmur Asset Management
Illinois
$17K
CIA
778
Cape Investment Advisory
Georgia
$17K
SAM
779
Synergy Asset Management
Washington
$16.8K +$16.8K +136 New
Fuller & Thaler Asset Management
780
Fuller & Thaler Asset Management
California
$16.4K +$16.4K +131 New
CAS
781
Coppell Advisory Solutions
Texas
$16.4K
TCM
782
Tradewinds Capital Management
Washington
$16.1K
SC
783
Steph & Co
Wisconsin
$15K -$375 -3 -2%
AIC
784
Archer Investment Corporation
Indiana
$14.7K +$125 +1 +0.9%
PP
785
Pacifica Partners
Canada
$14.3K
NWMP
786
Noble Wealth Management PBC
Colorado
$13.5K +$13.5K +108 New
PCM
787
Perritt Capital Management
Illinois
$13K
CTC
788
Central Trust Company
Missouri
$13K
BHWM
789
Beaird Harris Wealth Management
Texas
$11.7K +$11.7K +94 New
ZB
790
Zions Bancorporation
Utah
$11.5K
SC
791
Stephens Consulting
Michigan
$11.2K
TF
792
Tompkins Financial
New York
$11K
ACM
793
Anfield Capital Management
California
$11K
CBT
794
CoreFirst Bank & Trust
Kansas
$10.5K
NBT
795
Northwest Bank & Trust
Iowa
$10.1K
MFT
796
Moisand Fitzgerald Tamayo
Florida
$9.75K
FA
797
Fedenia Advisers
Wisconsin
$9.12K +$9.12K +73 New
SC
798
Sawyer & Company
Massachusetts
$9K
HGERS
799
Householder Group Estate & Retirement Specialist
Arizona
$8K -$71.5K -590 -90%
CB
800
CNB Bank
Pennsylvania
$7.62K