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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 %
ADL
101
Asset Dedication LLC
California
$5.52M -$216K -1,906 -4%
FCFC
102
First Citizens Financial Corp
Iowa
$5.44M -$70.1K -618 -1%
IF
103
Ironwood Financial
Arizona
$5.22M -$48.1K -424 -0.9%
BFM
104
Broadview Financial Management
Wisconsin
$5.16M -$46.9K -413 -0.9%
HCM
105
Hudson Capital Management
New Jersey
$5.12M -$12.8K -113 -0.3%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$5.1M +$3.52M +30,990 +222%
BMCM
107
Bryn Mawr Capital Management
Pennsylvania
$5.08M -$244K -2,153 -5%
PAI
108
Pittenger & Anderson Inc
Nebraska
$5.04M
BWM
109
BKM Wealth Management
Wisconsin
$4.86M +$218K +1,921 +5%
JWA
110
JFS Wealth Advisors
Pennsylvania
$4.81M +$175K +1,538 +4%
FWMM
111
Foundation Wealth Management (Missouri)
Missouri
$4.74M -$79.6K -702 -2%
NAM
112
NorthCrest Asset Manangement
Minnesota
$4.72M -$249K -2,192 -5%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$4.69M +$189K +1,666 +4%
IFS
114
Ifrah Financial Services
Arkansas
$4.68M -$67.6K -596 -1%
FHB
115
First Hawaiian Bank
Hawaii
$4.6M -$2.07M -18,259 -31%
CPSAC
116
Chas P. Smith & Associates (CPS)
Florida
$4.58M -$139K -1,224 -3%
GCIM
117
Gunn & Company Investment Management
Florida
$4.58M +$4.58M +40,357 New
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$4.53M -$123K -1,085 -3%
HNB
119
Huntington National Bank
Ohio
$4.52M -$4.69M
CAG
120
Csenge Advisory Group
Florida
$4.48M +$825K +7,274 +23%
JFA
121
JNBA Financial Advisors
Minnesota
$4.4M -$269K -2,367 -6%
PAG
122
Private Advisor Group
New Jersey
$4.33M -$23.9K -211 -0.6%
GIM
123
Goelzer Investment Management
Indiana
$4.32M +$29.8K +263 +0.7%
KWMG
124
King Wealth Management Group
Florida
$4.29M -$127K -1,115 -3%
DBIA
125
Dumont & Blake Investment Advisors
New Jersey
$4.22M +$2.17M +19,159 +106%