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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 %
Members Trust
151
Members Trust
Florida
$3.35M -$13K -105 -0.4%
FTWA
152
Fifth Third Wealth Advisors
Ohio
$3.3M +$267K +2,157 +9%
NCM
153
Neumann Capital Management
California
$3.27M -$43.3K -350 -1%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$3.22M -$1.14M -9,199 -26%
SWA
155
Stratos Wealth Advisors
Ohio
$3.22M +$938K +7,589 +41%
SFG
156
SNS Financial Group
Minnesota
$3.2M -$76.9K -622 -2%
PP
157
Prosperity Planning
Missouri
$3.2M -$62.1K -502 -2%
CB
158
Commerce Bank
Missouri
$3.12M +$397K +3,208 +15%
PFP
159
Pinnacle Financial Partners
Tennessee
$3.12M -$33.7K -273 -1%
ATPW
160
Ashton Thomas Private Wealth
Arizona
$3.11M -$20.3K -164 -0.6%
VW
161
Vance Wealth
California
$3.09M -$184K -1,492 -6%
LI
162
LVZ Inc
Michigan
$3.07M +$177K +1,429 +6%
DI
163
DDFG Inc
California
$2.98M -$54.9K -444 -2%
Betterment LLC
164
Betterment LLC
New York
$2.94M -$41.3K -334 -1%
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$2.9M -$10.3M -82,925 -78%
WTC
166
WhitTier Trust Company
Nevada
$2.9M – – –
SSW
167
Smith Shellnut Wilson
Mississippi
$2.88M -$5.56K -45 -0.2%
HC
168
Hamilton Capital
Ohio
$2.76M +$671K +5,425 +32%
QPWM
169
Quadrant Private Wealth Management
Pennsylvania
$2.76M – – –
SPC
170
Sigma Planning Corp
Michigan
$2.75M -$109K -881 -4%
UB
171
UMB Bank
Missouri
$2.73M -$144K -1,167 -5%
SA
172
SpiderRock Advisors
Delaware
$2.66M +$138K +1,117 +5%
OPW
173
Oxler Private Wealth
New York
$2.66M -$20.4K -165 -0.8%
GT
174
Glenmede Trust
Pennsylvania
$2.62M -$11.1K -90 -0.4%
BFA
175
Bragg Financial Advisors
North Carolina
$2.52M -$132K -1,065 -5%
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