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

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
UBS Group
UBS Group
Switzerland
$269M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$421M
3
Ameriprise
Ameriprise
Minnesota
$123M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$233M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$42.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$239K
2
Lido Advisors
Lido Advisors
California
$24.8M
3
WIA
World Investment Advisors
California
$839K
4
Goldman Sachs
Goldman Sachs
New York
$3.48M
5
Financial Engines Advisors
Financial Engines Advisors
California
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
126
King Wealth Management Group
Florida
$4.56M +$66.4K +531 +1%
CAG
127
Csenge Advisory Group
Florida
$4.47M +$246K +1,966 +6%
SC
128
Sierra Capital
Florida
$4.44M +$3K +24 +0.1%
CIAS
129
CFS Investment Advisory Services
New Jersey
$4.39M -$18.5K -148 -0.4%
CA
130
Centerpoint Advisors
Massachusetts
$4.36M -$175K -1,404 -4%
GIM
131
Goelzer Investment Management
Indiana
$4.34M +$750 +6 +0%
BFG
132
Bleakley Financial Group
New Jersey
$4.31M +$25.9K +207 +0.6%
AB
133
ANB Bank
Colorado
$4.28M +$4.28M +34,269 New
BA
134
Brightwater Advisory
Florida
$4.2M -$18.9K -151 -0.4%
SCM
135
SOL Capital Management
Maryland
$4.17M +$35K +280 +0.8%
PSCM
136
Per Stirling Capital Management
Texas
$4.16M +$61.7K +494 +2%
LC
137
LTG Capital
Massachusetts
$4.11M -$69.9K -559 -2%
FCI
138
Financial Counselors Inc
Kansas
$4.1M -$16.2K -130 -0.4%
IA
139
IFP Advisors
Florida
$4.07M +$26.9K +215 +0.7%
HWA
140
Heritage Wealth Advisors
Virginia
$4M – – –
CWM
141
Cranbrook Wealth Management
Michigan
$3.94M -$73.5K -588 -2%
TRIA
142
Trail Ridge Investment Advisors
Colorado
$3.93M +$127K +1,016 +3%
LFAS
143
Level Four Advisory Services
Texas
$3.93M +$335K +2,683 +9%
PFP
144
Pinnacle Financial Partners
Tennessee
$3.84M +$687K +5,494 +22%
FP
145
Factorial Partners
New York
$3.81M – – –
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$3.78M -$77.2K -618 -2%
RWA
147
River Wealth Advisors
Pennsylvania
$3.78M -$111K -885 -3%
FHB
148
First Hawaiian Bank
Hawaii
$3.78M -$375K -3,004 -9%
MWM
149
Modera Wealth Management
New Jersey
$3.75M +$36.6K +293 +1%
SEIA
150
Signature Estate & Investment Advisors
California
$3.73M +$1.99M +15,899 +114%
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