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

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$293M
2
Lido Advisors
2
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
5
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$479M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$395M
3
FHC
3
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.5M
5
CIC
5
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
101
Oldfather Financial Services
Nebraska
$6.11M +$107K +904 +2%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$6.05M +$5.13M +43,358 +555%
ADL
103
Asset Dedication LLC
California
$5.98M -$607K -5,137 -9%
BCM
104
Becker Capital Management
Oregon
$5.77M – – –
FCFC
105
First Citizens Financial Corp
Iowa
$5.74M -$10.6K -90 -0.2%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$5.58M -$2.08M -17,406 -27%
BMCM
107
Bryn Mawr Capital Management
Pennsylvania
$5.55M -$804K -6,797 -13%
IF
108
Ironwood Financial
Arizona
$5.49M -$13.2K -112 -0.2%
BFM
109
Broadview Financial Management
Wisconsin
$5.43M -$90.8K -768 -2%
HCM
110
Hudson Capital Management
New Jersey
$5.35M -$199K -1,681 -4%
PAI
111
Pittenger & Anderson Inc
Nebraska
$5.25M – – –
NAM
112
NorthCrest Asset Manangement
Minnesota
$5.18M -$123K -1,037 -2%
FWMM
113
Foundation Wealth Management (Missouri)
Missouri
$5.02M -$115K -975 -2%
IFS
114
Ifrah Financial Services
Arkansas
$4.95M -$164K -1,386 -3%
CPSAC
115
Chas P. Smith & Associates (CPS)
Florida
$4.92M -$83.9K -709 -2%
JFA
116
JNBA Financial Advisors
Minnesota
$4.87M -$188K -1,589 -4%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$4.86M -$41.8K -353 -0.9%
BWM
118
BKM Wealth Management
Wisconsin
$4.84M +$178K +1,505 +4%
JWA
119
JFS Wealth Advisors
Pennsylvania
$4.83M +$1.23M +10,386 +34%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$4.7M +$1.48M +12,499 +46%
HNB
121
Huntington National Bank
Ohio
$4.69M -$4.63M – –
SEIA
122
Signature Estate & Investment Advisors
California
$4.64M -$16.7K -141 -0.4%
KWMG
123
King Wealth Management Group
Florida
$4.61M -$31.8K -269 -0.7%
CAM
124
Campion Asset Management
Virginia
$4.57M -$536K -4,528 -10%
PAG
125
Private Advisor Group
New Jersey
$4.54M -$336K -2,843 -7%
3 4
5
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