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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 %
TPCW
176
TD Private Client Wealth
New York
$2.5M -$199K -1,607 -7%
AF
177
Allworth Financial
California
$2.48M -$59.6K -482 -2%
HWM
178
HB Wealth Management
Georgia
$2.47M +$34.4K +278 +1%
SFO
179
Stokes Family Office
Louisiana
$2.46M -$20.2K -163 -0.8%
HCA
180
Heck Capital Advisors
Wisconsin
$2.46M +$74.3K +601 +3%
TFF
181
The Family Firm
Maryland
$2.46M +$23.4K +189 +1%
TIA
182
Tiemann Investment Advisors
California
$2.45M -$67K -542 -3%
GPA
183
Guidance Point Advisors
Massachusetts
$2.45M +$10.3K +83 +0.4%
AAS
184
Avantax Advisory Services
Texas
$2.42M -$66.1K -535 -3%
KWM
185
Kingsview Wealth Management
Oregon
$2.41M -$71K -574 -3%
PPW
186
Presilium Private Wealth
Pennsylvania
$2.35M -$20K -162 -0.8%
OC
187
Oppenheimer & Co
New York
$2.34M +$86.8K +702 +4%
DBIA
188
Dumont & Blake Investment Advisors
New Jersey
$2.31M -$2.29M -18,485 -50%
GWMR
189
GC Wealth Management RIA
Massachusetts
$2.26M -$2.47K -20 -0.1%
PRWA
190
Platte River Wealth Advisors
Colorado
$2.22M -$60K -485 -3%
TIAAOA
191
Teachers Insurance & Annuity Association of America
New York
$2.17M +$2.17M +17,524 New
SCG
192
Sonata Capital Group
Washington
$2.16M – – –
AWM
193
Avior Wealth Management
Nebraska
$2.14M -$47.8K -387 -2%
AIP
194
Almanack Investment Partners
Pennsylvania
$2.12M – – –
PB
195
Pinnacle Bancorp
Nebraska
$2.11M -$50.2K -406 -2%
OA
196
Operose Advisors
Wisconsin
$2.06M +$465K +3,760 +29%
SCM
197
Stordahl Capital Management
Colorado
$2.05M +$98.6K +806 +5%
BCG
198
Breakwater Capital Group
New Jersey
$1.98M -$10.8K -87 -0.5%
AFG
199
Allegheny Financial Group
Pennsylvania
$1.97M +$324K +2,617 +20%
William Blair & Company
200
William Blair & Company
Illinois
$1.96M +$3.59K +29 +0.2%
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