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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.

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 %
OFG
76
Omega Financial Group
California
$10.1M +$205K +1,638 +2%
AWS
77
Atria Wealth Solutions
New York
$9.64M +$401K +3,208 +4%
M&T Bank
78
M&T Bank
New York
$9.43M -$950K -7,605 -9%
PFS
79
Prospera Financial Services
Texas
$9.3M +$2.03M +16,220 +28%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$9.14M -$440K -3,521 -5%
MCCA
81
Mill Creek Capital Advisors
Pennsylvania
$9.03M
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$9.01M +$6.08M +48,625 +207%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$8.99M -$226K -1,808 -2%
GLA
84
Great Lakes Advisors
Illinois
$8.24M -$580K -4,643 -7%
UWPG
85
Ullmann Wealth Partners Group
Florida
$7.79M -$241K -1,932 -3%
I
86
InvesTrust
Oklahoma
$7.77M +$7.77M +62,590 New
ABC
87
Associated Banc-Corp
Wisconsin
$7.58M +$4K +32 +0.1%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$7.31M -$68.6K -549 -0.9%
LWP
89
LMG Wealth Partners
Louisiana
$7.23M +$14.7K +118 +0.2%
GT
90
Greenleaf Trust
Michigan
$7.14M -$27K -216 -0.4%
MML Investors Services
91
MML Investors Services
Massachusetts
$6.93M +$494K +3,957 +8%
RFC
92
Regions Financial Corp
Alabama
$6.84M +$149K +1,193 +2%
MWM
93
Merriman Wealth Management
Washington
$6.73M -$327K -2,617 -5%
OFS
94
Oldfather Financial Services
Nebraska
$6.66M +$66.2K +530 +1%
SFA
95
Sequoia Financial Advisors
Ohio
$6.24M +$2.02M +16,195 +48%
BCM
96
Becker Capital Management
Oregon
$6.1M
FCFC
97
First Citizens Financial Corp
Iowa
$5.9M -$75.6K -605 -1%
DWM
98
Dakota Wealth Management
Florida
$5.74M +$634K +5,072 +12%
PAI
99
Pittenger & Anderson Inc
Nebraska
$5.55M
SG
100
StoneX Group
New York
$5.53M +$5.53M +44,228 New