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iShares S&P Mid-Cap 400 Value ETF

749 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 195 increasing their positions, 285 reducing their positions, and 42 closing their positions.

Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.84%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
69
Increased
195
Reduced
285
Closed
42
Calls
$1.09M
Puts
$247K
Net Calls
+$841K
Net Calls Change
+$841K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$5.89M -$697K -5,642 -11%
IF
102
Ironwood Financial
Arizona
$5.66M -$29.1K -235 -0.5%
BFM
103
Broadview Financial Management
Wisconsin
$5.6M -$23.9K -193 -0.4%
HCM
104
Hudson Capital Management
New Jersey
$5.57M +$124 +1 +0%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$5.5M -$107K -870 -2%
PAI
106
Pittenger & Anderson Inc
Nebraska
$5.49M
JWA
107
JFS Wealth Advisors
Pennsylvania
$5.28M +$47.7K +386 +0.9%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$5.24M +$130K +1,055 +3%
BWM
109
BKM Wealth Management
Wisconsin
$5.22M -$74.9K -606 -1%
PAG
110
Private Advisor Group
New Jersey
$5.15M +$439K +3,554 +9%
BMCM
111
Bryn Mawr Capital Management
Pennsylvania
$5.12M -$419K -3,387 -8%
CWM
112
Cordatus Wealth Management
Pennsylvania
$5.1M +$5.1M +41,269 New
IFS
113
Ifrah Financial Services
Arkansas
$5.08M -$18.7K -151 -0.4%
DWM
114
Dakota Wealth Management
Florida
$5.05M +$860K +6,954 +21%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$5.01M +$72.4K +586 +1%
FWMM
116
Foundation Wealth Management (Missouri)
Missouri
$5M -$155K -1,250 -3%
HNB
117
Huntington National Bank
Ohio
$4.97M -$4.52M
NAM
118
NorthCrest Asset Manangement
Minnesota
$4.95M -$198K -1,601 -4%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$4.93M -$61.8K -500 -1%
JFA
120
JNBA Financial Advisors
Minnesota
$4.64M -$155K -1,255 -3%
CA
121
Centerpoint Advisors
Massachusetts
$4.49M -$71.1K -575 -2%
KWMG
122
King Wealth Management Group
Florida
$4.45M -$232K -1,874 -5%
SC
123
Sierra Capital
Florida
$4.39M +$3.21K +26 +0.1%
CIAS
124
CFS Investment Advisory Services
New Jersey
$4.36M -$4.36M -35,298 -50%
ITB
125
Idaho Trust Bank
Idaho
$4.32M -$1.8M -14,564 -29%