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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 %
GT
176
Glenmede Trust
Pennsylvania
$2.47M +$8.87K +75 +0.4%
MAM
177
Milestone Asset Management
Pennsylvania
$2.45M +$2.45M +20,707 New
TIA
178
Tiemann Investment Advisors
California
$2.41M -$23.9K -202 -1%
KWM
179
Kingsview Wealth Management
Oregon
$2.38M -$255K -2,156 -10%
SFO
180
Stokes Family Office
Louisiana
$2.36M +$2.37K +20 +0.1%
PFM
181
Phillips Financial Management
Indiana
$2.35M -$282K -2,384 -11%
TFF
182
The Family Firm
Maryland
$2.32M -$48K -406 -2%
GPA
183
Guidance Point Advisors
Massachusetts
$2.32M +$4.85K +41 +0.2%
SA
184
SpiderRock Advisors
Delaware
$2.31M +$2.31M +20,428 New
SIS
185
Sound Income Strategies
Florida
$2.3M +$2.3M +19,423 New
HWM
186
HB Wealth Management
Georgia
$2.28M +$244K +2,063 +12%
PPW
187
Presilium Private Wealth
Pennsylvania
$2.26M -$109K -923 -5%
PRWA
188
Platte River Wealth Advisors
Colorado
$2.25M -$86.9K -735 -4%
NSB
189
Norway Savings Bank
Maine
$2.25M -$188K -1,589 -8%
RFM
190
Royal Fund Management
Florida
$2.19M +$297K +2,500 +16%
William Blair & Company
191
William Blair & Company
Illinois
$2.17M +$161K +1,365 +8%
AWM
192
Avior Wealth Management
Nebraska
$2.17M -$133K -1,125 -6%
DBIA
193
Dumont & Blake Investment Advisors
New Jersey
$2.13M +$29.3K +248 +1%
SCG
194
Sonata Capital Group
Washington
$2.11M -$119K -1,010 -5%
EFG
195
Ehrlich Financial Group
California
$2.08M +$2.08M +17,582 New
FAIM
196
Financial Advocates Investment Management
Washington
$2.05M -$14.3K -120 -0.7%
LFAS
197
Level Four Advisory Services
Texas
$2.04M – – –
AIP
198
Almanack Investment Partners
Pennsylvania
$2.03M – – –
PB
199
Pinnacle Bancorp
Nebraska
$2.01M -$119K -1,006 -6%
SCM
200
Stordahl Capital Management
Colorado
$2.01M -$16.7K -141 -0.8%
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