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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 %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$5.52M -$85.3K -683 -2%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$5.49M +$191K +1,528 +4%
BFM
103
Broadview Financial Management
Wisconsin
$5.44M -$214K -1,710 -4%
OCM
104
One Capital Management
California
$5.43M -$536K -4,291 -9%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$5.42M -$532K -4,255 -9%
HCM
106
Hudson Capital Management
New Jersey
$5.35M -$280K -2,243 -5%
ADL
107
Asset Dedication LLC
California
$5.32M -$984K -7,875 -16%
IF
108
Ironwood Financial
Arizona
$5.26M -$455K -3,644 -8%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$5.24M +$174K +1,395 +3%
JWA
110
JFS Wealth Advisors
Pennsylvania
$5.22M -$121K -969 -2%
ITB
111
Idaho Trust Bank
Idaho
$5.21M +$842K +6,740 +19%
BWM
112
BKM Wealth Management
Wisconsin
$5.2M -$74.2K -594 -1%
CWM
113
Cordatus Wealth Management
Pennsylvania
$5.15M -$9.87K -79 -0.2%
IFS
114
Ifrah Financial Services
Arkansas
$5.06M -$75.9K -607 -1%
BMCM
115
Bryn Mawr Capital Management
Pennsylvania
$5.03M -$140K -1,121 -3%
PAG
116
Private Advisor Group
New Jersey
$4.98M -$226K -1,807 -4%
HNB
117
Huntington National Bank
Ohio
$4.97M -$4.97M
FWMM
118
Foundation Wealth Management (Missouri)
Missouri
$4.97M -$92.8K -743 -2%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$4.88M -$101K -808 -2%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$4.87M +$1.61M +12,901 +50%
NAM
121
NorthCrest Asset Manangement
Minnesota
$4.83M -$172K -1,376 -3%
WA
122
Waverly Advisors
Alabama
$4.73M +$3.3M +26,390 +231%
JFA
123
JNBA Financial Advisors
Minnesota
$4.66M -$25.7K -206 -0.5%
AWP
124
Astra Wealth Partners
New Jersey
$4.64M +$4.64M +37,165 New
NG
125
Novem Group
New York
$4.59M +$4.59M +36,704 New