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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.

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

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$239K
2
Lido Advisors
2
Lido Advisors
California
$24.8M
3
WIA
3
World Investment Advisors
California
$839K
4
Goldman Sachs
4
Goldman Sachs
New York
$3.48M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
151
Nikulski Financial
Iowa
$3.71M -$54.1K -433 -1%
AA
152
Alesco Advisors
New York
$3.55M -$160K -1,284 -4%
CAM
153
Campion Asset Management
Virginia
$3.52M -$305K -2,444 -8%
LI
154
LVZ Inc
Michigan
$3.51M +$412K +3,300 +13%
Goldman Sachs
155
Goldman Sachs
New York
$3.48M -$11M -88,138 -76%
FHC
156
First Heartland Consultants
Missouri
$3.45M +$2.98M +23,878 +636%
SA
157
Sanctuary Advisors
Indiana
$3.44M -$148K -1,129 -4%
MCM
158
M1 Capital Management
Michigan
$3.36M +$3.36M +26,885 New
Members Trust
159
Members Trust
Florida
$3.34M -$50.2K -402 -1%
FTWA
160
Fifth Third Wealth Advisors
Ohio
$3.32M -$11.2K -90 -0.3%
CCM
161
Coldstream Capital Management
Washington
$3.32M -$841K -6,732 -20%
NCM
162
Neumann Capital Management
California
$3.3M – – –
ATPW
163
Ashton Thomas Private Wealth
Arizona
$3.2M +$61.4K +491 +2%
CB
164
Commerce Bank
Missouri
$3.2M +$43.6K +349 +1%
HC
165
Hamilton Capital
Ohio
$3.17M +$382K +3,058 +14%
TSW
166
Thompson Siegel & Walmsley
Virginia
$3.13M +$2.89M +23,125 +1,205%
Betterment LLC
167
Betterment LLC
New York
$3.11M +$130K +1,038 +4%
VW
168
Vance Wealth
California
$3.07M -$44.9K -359 -1%
SFG
169
SNS Financial Group
Minnesota
$3.05M -$185K -1,477 -6%
DI
170
DDFG Inc
California
$3.02M +$5.25K +42 +0.2%
PP
171
Prosperity Planning
Missouri
$2.96M -$273K -2,184 -8%
SSW
172
Smith Shellnut Wilson
Mississippi
$2.95M +$40.2K +322 +1%
WTC
173
WhitTier Trust Company
Nevada
$2.92M -$13.1K -105 -0.4%
BlackRock
174
BlackRock
New York
$2.89M +$2.83M +22,678 +5,201%
QPWM
175
Quadrant Private Wealth Management
Pennsylvania
$2.79M – – –
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