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

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.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.6%
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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.1M
4
ITB
Idaho Trust Bank
Idaho
$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$417M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$365M
4
Goldman Sachs
Goldman Sachs
New York
$4.01M
5
Bank of America
Bank of America
North Carolina
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Centerpoint Advisors
Massachusetts
$4.18M -$42.4K -374 -1%
CAM
127
Campion Asset Management
Virginia
$4.05M -$333K -2,935 -8%
SC
128
Sierra Capital
Florida
$4.03M -$178K -1,572 -4%
Goldman Sachs
129
Goldman Sachs
New York
$4.01M -$7.32M -64,550 -65%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$4M -$91.6K -1,046 -2%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$4M +$315K +2,775 +9%
BFG
132
Bleakley Financial Group
New Jersey
$3.9M -$22.8K -201 -0.6%
SW
133
Simplicity Wealth
New Jersey
$3.9M -$22.8K -201 -0.6%
BA
134
Brightwater Advisory
Florida
$3.88M -$20.2K -178 -0.5%
LC
135
LTG Capital
Massachusetts
$3.87M +$131K +1,158 +4%
DWM
136
Dakota Wealth Management
Florida
$3.84M +$3.19M +28,099 +487%
CCM
137
Coldstream Capital Management
Washington
$3.8M -$26K -229 -0.7%
FCI
138
Financial Counselors Inc
Kansas
$3.75M +$187K +1,649 +5%
SCM
139
SOL Capital Management
Maryland
$3.74M -$18.8K -166 -0.5%
SEIA
140
Signature Estate & Investment Advisors
California
$3.72M -$736K -6,485 -17%
Jane Street
141
Jane Street
New York
$3.71M +$3.71M +32,699 New
CWM
142
Cranbrook Wealth Management
Michigan
$3.69M -$8.28K -73 -0.2%
IA
143
IFP Advisors
Florida
$3.64M -$2.45M -21,578 -40%
PSCM
144
Per Stirling Capital Management
Texas
$3.58M +$3.58M +31,524 New
RWA
145
River Wealth Advisors
Pennsylvania
$3.56M -$130K -1,148 -4%
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$3.53M +$227 +2 +0%
FP
147
Factorial Partners
New York
$3.46M – – –
NF
148
Nikulski Financial
Iowa
$3.45M +$4.88K +43 +0.1%
AA
149
Alesco Advisors
New York
$3.44M -$205K -1,807 -6%
SA
150
Sanctuary Advisors
Indiana
$3.4M +$3.4M +30,255 New
4 5
6
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