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

724 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-4
Holders Change %
-0.55%
% of All Funds
10.5%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
52
Increased
207
Reduced
267
Closed
46
Calls
$473K
Puts
–
Net Calls
+$473K
Net Calls Change
-$248K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$293M
2
Lido Advisors
2
Lido Advisors
California
$40.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$30.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.5M
5
CFB
5
Cullen/Frost Bankers
Texas
$81.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$479M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$395M
3
FHC
3
First Heartland Consultants
Missouri
$550K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$59.5M
5
CIC
5
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Modera Wealth Management
New Jersey
$3.29M -$3.19K -27 -0.1%
Members Trust
152
Members Trust
Florida
$3.29M -$255K -2,157 -7%
SFG
153
SNS Financial Group
Minnesota
$3.26M -$730K -6,174 -18%
PP
154
Prosperity Planning
Missouri
$3.2M -$7.45K -63 -0.2%
VW
155
Vance Wealth
California
$3.13M -$73.8K -624 -2%
NCM
156
Neumann Capital Management
California
$3.06M – – –
ATPW
157
Ashton Thomas Private Wealth
Arizona
$3.03M +$21.5K +182 +0.7%
MA
158
Mutual Advisors
Nebraska
$2.98M +$2.74M +23,159 +1,146%
LNC
159
Lincoln National Corp
Pennsylvania
$2.96M -$2.42M -20,431 -45%
DI
160
DDFG Inc
California
$2.91M -$2.46M -20,788 -46%
MSCM
161
McElhenny Sheffield Capital Management
Texas
$2.86M -$74.1K -662 -3%
FTWA
162
Fifth Third Wealth Advisors
Ohio
$2.81M +$2.81M +23,793 New
UB
163
UMB Bank
Missouri
$2.79M -$87.8K -742 -3%
SSW
164
Smith Shellnut Wilson
Mississippi
$2.78M -$81.7K -691 -3%
WTC
165
WhitTier Trust Company
Nevada
$2.77M – – –
PFP
166
Pinnacle Financial Partners
Tennessee
$2.75M +$269K +2,271 +11%
LI
167
LVZ Inc
Michigan
$2.73M -$333K -2,813 -11%
First Trust Advisors
168
First Trust Advisors
Illinois
$2.68M +$60.1K +508 +2%
QPWM
169
Quadrant Private Wealth Management
Pennsylvania
$2.65M +$9.23K +78 +0.3%
CB
170
Commerce Bank
Missouri
$2.61M -$51.5K -435 -2%
BFA
171
Bragg Financial Advisors
North Carolina
$2.61M -$50.2K -424 -2%
OPW
172
Oxler Private Wealth
New York
$2.57M -$47.2K -399 -2%
AF
173
Allworth Financial
California
$2.57M -$196K -1,655 -7%
TPCW
174
TD Private Client Wealth
New York
$2.57M -$16.6K -140 -0.6%
HCA
175
Heck Capital Advisors
Wisconsin
$2.5M +$112K +943 +5%
5 6
7
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