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

729 hedge funds and large institutions have $5.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 193 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
56
Increased
193
Reduced
262
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.4M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$8.02M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.26M
4
ITB
Idaho Trust Bank
Idaho
+$5.62M
5
GCIM
Gunn & Company Investment Management
Florida
+$4.58M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
-$28.5M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
Goldman Sachs
Goldman Sachs
New York
-$7.32M
5
Bank of America
Bank of America
North Carolina
-$6.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
176
TD Private Client Wealth
New York
$2.48M +$13.4K +118 +0.5%
OPW
177
Oxler Private Wealth
New York
$2.46M -$10.3K -91 -0.4%
BFA
178
Bragg Financial Advisors
North Carolina
$2.43M -$66K -582 -3%
AF
179
Allworth Financial
California
$2.42M -$139K -1,178 -5%
GT
180
Glenmede Trust
Pennsylvania
$2.42M +$54K +476 +2%
LFAS
181
Level Four Advisory Services
Texas
$2.34M +$311K +2,745 +15%
SA
182
SpiderRock Advisors
Delaware
$2.32M – – –
TIA
183
Tiemann Investment Advisors
California
$2.31M +$3.63K +32 +0.2%
SFO
184
Stokes Family Office
Louisiana
$2.28M +$13.4K +118 +0.6%
AAS
185
Avantax Advisory Services
Texas
$2.28M -$1.11M -9,789 -33%
KWM
186
Kingsview Wealth Management
Oregon
$2.27M -$8.06K -71 -0.4%
GPA
187
Guidance Point Advisors
Massachusetts
$2.24M +$7.83K +69 +0.4%
HWM
188
HB Wealth Management
Georgia
$2.23M +$48.3K +426 +2%
TFF
189
The Family Firm
Maryland
$2.23M +$3.86K +34 +0.2%
HCA
190
Heck Capital Advisors
Wisconsin
$2.19M -$214K -1,882 -9%
RFM
191
Royal Fund Management
Florida
$2.19M +$77.7K +679 +4%
PPW
192
Presilium Private Wealth
Pennsylvania
$2.17M +$2.84K +25 +0.1%
BOS
193
Bank of Stockton
California
$2.11M -$2.03M -17,885 -49%
PRWA
194
Platte River Wealth Advisors
Colorado
$2.09M -$68.2K -601 -3%
SWA
195
Stratos Wealth Advisors
Ohio
$2.09M +$1.43M +12,643 +218%
GWMR
196
GC Wealth Management RIA
Massachusetts
$2.08M +$165K +1,457 +9%
OC
197
Oppenheimer & Co
New York
$2.07M +$373K +3,290 +22%
AWM
198
Avior Wealth Management
Nebraska
$2.01M -$70.7K -623 -3%
SCG
199
Sonata Capital Group
Washington
$1.98M -$39.7K -350 -2%
PB
200
Pinnacle Bancorp
Nebraska
$1.98M +$54.2K +478 +3%
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