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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.

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

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$239K
2
Lido Advisors
Lido Advisors
California
$24.8M
3
WIA
World Investment Advisors
California
$839K
4
Goldman Sachs
Goldman Sachs
New York
$3.48M
5
Financial Engines Advisors
Financial Engines Advisors
California
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
176
Sigma Planning Corp
Michigan
$2.76M -$11.6K -93 -0.4%
UB
177
UMB Bank
Missouri
$2.74M -$21.7K -174 -0.8%
HWM
178
HB Wealth Management
Georgia
$2.66M +$170K +1,361 +7%
SIA
179
Soltis Investment Advisors
Utah
$2.65M -$1.24M -9,893 -32%
AAS
180
Avantax Advisory Services
Texas
$2.55M +$110K +880 +5%
OPW
181
Oxler Private Wealth
New York
$2.54M -$145K -1,163 -5%
SFO
182
Stokes Family Office
Louisiana
$2.5M +$14.4K +115 +0.6%
TFF
183
The Family Firm
Maryland
$2.49M +$11K +88 +0.4%
GPA
184
Guidance Point Advisors
Massachusetts
$2.48M +$7.87K +63 +0.3%
BFA
185
Bragg Financial Advisors
North Carolina
$2.48M -$71.6K -573 -3%
TPCW
186
TD Private Client Wealth
New York
$2.43M -$99.6K -797 -4%
OC
187
Oppenheimer & Co
New York
$2.39M +$22K +176 +0.9%
GT
188
Glenmede Trust
Pennsylvania
$2.38M -$277K -2,217 -10%
PPW
189
Presilium Private Wealth
Pennsylvania
$2.37M -$4.25K -34 -0.2%
TIA
190
Tiemann Investment Advisors
California
$2.36M -$122K -975 -5%
EE
191
EWG Elevate
California
$2.35M +$2.35M +18,829 New
AF
192
Allworth Financial
California
$2.34M -$268K -2,065 -10%
DBIA
193
Dumont & Blake Investment Advisors
New Jersey
$2.31M -$23.6K -189 -1%
GS
194
GTS Securities
New York
$2.3M +$2.3M +18,367 New
GWMR
195
GC Wealth Management RIA
Massachusetts
$2.27M -$17K -136 -0.7%
CAM
196
Cozad Asset Management
Illinois
$2.22M +$1.14M +9,146 +106%
OA
197
Operose Advisors
Wisconsin
$2.21M +$130K +1,042 +6%
SCG
198
Sonata Capital Group
Washington
$2.18M – – –
MA
199
Mutual Advisors
Nebraska
$2.14M +$1.83M +14,190 +574%
AIP
200
Almanack Investment Partners
Pennsylvania
$2.14M – – –
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