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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 %
ACM
826
AlphaStar Capital Management
North Carolina
-$259K -2,095 Closed
FA
827
FSA Advisors
Michigan
-$251K -2,032 Closed
KIA
828
KCM Investment Advisors
California
-$240K -1,940 Closed
WPC
829
Wedmont Private Capital
Pennsylvania
-$224K -1,834 Closed
HOWA
830
Heritage Oak Wealth Advisors
Florida
-$226K -1,825 Closed
NWWA
831
New Wave Wealth Advisors
Arkansas
-$226K -1,825 Closed
KOC
832
Koss-Olinger Consulting
Florida
-$213K -1,723 Closed
ARC
833
Advisor Resource Council
Texas
-$204K -1,652 Closed
MIM
834
Macroview Investment Management
Maryland
-$166K -1,342 Closed
VAMG
835
Voisard Asset Management Group
Michigan
-$116K -936 Closed
PWM
836
Partnership Wealth Management
Maryland
-$31.2K -252 Closed
GSEP
837
Golden State Equity Partners
California
-$19.5K -158 Closed
NFA
838
Northwest Financial Advisors
Virginia
-$16.7K -135 Closed
CPA
839
Capital Performance Advisors
California
-$13.7K -111 Closed
ATS
840
Ashton Thomas Securities
New York
-$13.1K -106 Closed
JIP
841
Jaffetilchin Investment Partners
Florida
-$9.45K -76 Closed
TAM
842
Tucker Asset Management
Colorado
-$3.46K -28 Closed
BNP Paribas Financial Markets
843
BNP Paribas Financial Markets
France
-$2.72K -22 Closed
CA
844
Claris Advisors
Missouri
-$494 -4 Closed