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

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
$269M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$421M
3
Ameriprise
Ameriprise
Minnesota
$123M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$233M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$42.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$239K
2
Lido Advisors
Lido Advisors
California
$24.8M
3
WIA
World Investment Advisors
California
$839K
4
Goldman Sachs
Goldman Sachs
New York
$3.48M
5
Financial Engines Advisors
Financial Engines Advisors
California
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
801
Ruedi Wealth Management
Illinois
$7.62K – – –
BFP
802
Briaud Financial Planning
Texas
$7K +$7K +60 New
MBFW
803
Morton Brown Family Wealth
Pennsylvania
$7K – – –
RMC
804
Resources Management Corp
Connecticut
$6K – – –
SRCM
805
Signature Resources Capital Management
California
$6K +$6K +48 New
AG
806
AmeriFlex Group
Nevada
$5.95K +$5.95K +46 New
T
807
Transce3nd
Texas
$5.5K +$5.5K +44 New
HWM
808
Hemington Wealth Management
Virginia
$5K – – –
POIA
809
Pin Oak Investment Advisors
Texas
$5K – – –
WT
810
Washington Trust
Rhode Island
$5K – – –
TWC
811
TD Waterhouse Canada
Ontario, Canada
$4.99K – – –
TC
812
Trust Company
Kansas
$4.25K +$4.25K +34 New
OC
813
Oarsman Capital
Wisconsin
$3.5K – – –
HWA
814
HHM Wealth Advisors
Tennessee
$3.37K – – –
RA
815
Rise Advisors
New York
$2.37K – – –
ME
816
McIlrath & Eck
Washington
$2.12K – – –
NS
817
NBC Securities
Alabama
$210 -$353K -1,680 -100%
RFG
818
REAP Financial Group
Texas
$62 +$62 +1 New
SIS
819
Sound Income Strategies
Florida
$26 -$9.82K -79 Closed
Two Sigma Investments
820
Two Sigma Investments
New York
– -$902K -7,300 Closed
WAM
821
WNY Asset Management
New York
– -$675K -5,462 Closed
GAM
822
Gotham Asset Management
New York
– -$458K -3,706 Closed
EWA
823
Encompass Wealth Advisors
Oregon
– -$411K -3,326 Closed
BSTWA
824
Blake Schutter Theil Wealth Advisors
Ohio
– -$392K -3,172 Closed
FTUS
825
Flow Traders U.S.
New York
– -$271K -2,195 Closed
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