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iShares S&P Mid-Cap 400 Value ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
76
Wealthspire Advisors (New York)
New York
$10.2M +$553K +4,677 +6%
AWS
77
Atria Wealth Solutions
New York
$9.74M +$867K +7,330 +10%
NFG
78
Nations Financial Group
Iowa
$9.65M -$273K -2,311 -3%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$9.57M -$151K -1,279 -2%
US Bancorp
80
US Bancorp
Minnesota
$9.5M -$232K -1,962 -2%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$8.92M -$93.8K -793 -1%
GSWM
82
Greenup Street Wealth Management
Michigan
$8.81M +$244K +2,066 +3%
MCCA
83
Mill Creek Capital Advisors
Pennsylvania
$8.54M
GLA
84
Great Lakes Advisors
Illinois
$8.34M -$14.7K -124 -0.2%
MML Investors Services
85
MML Investors Services
Massachusetts
$8.23M +$753K +6,367 +10%
OFG
86
Omega Financial Group
California
$8.18M +$282K +2,387 +4%
UWPG
87
Ullmann Wealth Partners Group
Florida
$7.91M -$143K -1,210 -2%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$7.38M -$111K -935 -1%
CAN
89
Cetera Advisor Networks
California
$7.15M +$1.13M +9,552 +19%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$7.02M -$247K -2,086 -3%
FHB
91
First Hawaiian Bank
Hawaii
$6.95M -$1.31M -11,042 -16%
MWM
92
Merriman Wealth Management
Washington
$6.93M -$368K -3,112 -5%
GT
93
Greenleaf Trust
Michigan
$6.9M -$389K -3,288 -5%
ABC
94
Associated Banc-Corp
Wisconsin
$6.89M +$267K +2,257 +4%
OCM
95
One Capital Management
California
$6.83M -$162K -1,367 -2%
LWP
96
LMG Wealth Partners
Louisiana
$6.79M -$9.7K -82 -0.1%
CA
97
Cetera Advisors
Colorado
$6.71M +$6.12M +51,725 +1,029%
E
98
ETFidea
New York
$6.5M -$14.8K -125 -0.2%
RFC
99
Regions Financial Corp
Alabama
$6.38M -$158K -1,337 -2%
IA
100
IFP Advisors
Florida
$6.35M -$28K -237 -0.4%