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iShares S&P Mid-Cap 400 Value ETF

729 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 193 increasing their positions, 262 reducing their positions, and 41 closing their positions.

Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.61%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
193
Reduced
262
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCWM
76
Cassaday & Co Wealth Management
Virginia
$9.91M -$75.8K -668 -0.8%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$9.18M +$4.31K +38 +0%
NFG
78
Nations Financial Group
Iowa
$9.16M -$95.4K -841 -1%
US Bancorp
79
US Bancorp
Minnesota
$9.11M -$1.25K -11 -0%
AWS
80
Atria Wealth Solutions
New York
$9.05M -$298K -2,625 -3%
GSWM
81
Greenup Street Wealth Management
Michigan
$8.66M +$211K +1,859 +2%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$8.49M -$70.9K -625 -0.8%
OFG
83
Omega Financial Group
California
$8.22M +$375K +3,309 +5%
MCCA
84
Mill Creek Capital Advisors
Pennsylvania
$8.19M
CIAS
85
CFS Investment Advisory Services
New Jersey
$8.02M +$8.02M +70,596 New
GLA
86
Great Lakes Advisors
Illinois
$8.01M +$12.9K +114 +0.2%
UWPG
87
Ullmann Wealth Partners Group
Florida
$7.4M -$184K -1,623 -2%
MML Investors Services
88
MML Investors Services
Massachusetts
$7.23M -$665K -5,864 -8%
ABC
89
Associated Banc-Corp
Wisconsin
$6.72M +$111K +979 +2%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$6.7M -$34.3K -302 -0.5%
LWP
91
LMG Wealth Partners
Louisiana
$6.55M +$38.3K +338 +0.6%
GT
92
Greenleaf Trust
Michigan
$6.51M -$106K -930 -2%
MWM
93
Merriman Wealth Management
Washington
$6.51M -$137K -1,207 -2%
E
94
ETFidea
New York
$6.2M -$39.4K -347 -0.6%
RFC
95
Regions Financial Corp
Alabama
$6.08M -$48.9K -431 -0.8%
CIBC World Market
96
CIBC World Market
Ontario, Canada
$6.05M -$1.03M -9,092 -15%
OFS
97
Oldfather Financial Services
Nebraska
$6.01M +$154K +1,358 +3%
OCM
98
One Capital Management
California
$5.82M -$735K -6,481 -11%
ITB
99
Idaho Trust Bank
Idaho
$5.62M +$5.62M +49,516 New
BCM
100
Becker Capital Management
Oregon
$5.54M