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

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.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.83%
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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.4M
3
PFS
Prospera Financial Services
Texas
$7.19M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$168M
5
CWM
Cordatus Wealth Management
Pennsylvania
$5.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$175K
2
LWM
Liberty Wealth Management
California
$452K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.4M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.2M
5
Wells Fargo
Wells Fargo
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
126
Goelzer Investment Management
Indiana
$4.29M -$418K -3,381 -9%
BFG
127
Bleakley Financial Group
New Jersey
$4.24M -$11.1K -90 -0.3%
CAG
128
Csenge Advisory Group
Florida
$4.21M -$710K -5,697 -14%
BA
129
Brightwater Advisory
Florida
$4.18M -$50.8K -411 -1%
SFA
130
Sequoia Financial Advisors
Ohio
$4.18M +$2.04M +16,512 +96%
LC
131
LTG Capital
Massachusetts
$4.13M -$80.5K -651 -2%
CCM
132
Coldstream Capital Management
Washington
$4.12M -$18.7K -151 -0.5%
FHB
133
First Hawaiian Bank
Hawaii
$4.11M -$900K -7,278 -18%
SCM
134
SOL Capital Management
Maryland
$4.09M +$6.18K +50 +0.2%
FCI
135
Financial Counselors Inc
Kansas
$4.07M -$15.5K -125 -0.4%
PSCM
136
Per Stirling Capital Management
Texas
$4.06M +$162K +1,307 +4%
IA
137
IFP Advisors
Florida
$4M +$34K +275 +0.9%
HWA
138
Heritage Wealth Advisors
Virginia
$4M +$4M +37,748 New
CWM
139
Cranbrook Wealth Management
Michigan
$3.97M -$45.6K -369 -1%
RWA
140
River Wealth Advisors
Pennsylvania
$3.85M -$34.5K -279 -0.9%
SIA
141
Soltis Investment Advisors
Utah
$3.84M +$159K +1,285 +4%
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$3.82M -$26K -210 -0.7%
CAM
143
Campion Asset Management
Virginia
$3.79M -$630K -5,100 -14%
TRIA
144
Trail Ridge Investment Advisors
Colorado
$3.78M +$225K +1,808 +6%
FP
145
Factorial Partners
New York
$3.77M – – –
NF
146
Nikulski Financial
Iowa
$3.72M -$36.8K -298 -1%
MWM
147
Modera Wealth Management
New Jersey
$3.68M – – –
AA
148
Alesco Advisors
New York
$3.67M -$77.9K -630 -2%
SA
149
Sanctuary Advisors
Indiana
$3.65M -$382K -2,867 -9%
LFAS
150
Level Four Advisory Services
Texas
$3.55M +$999K +8,081 +39%
4 5
6
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