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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 %
PFS
201
Prospera Financial Services
Texas
$2.01M -$4.56M -38,545 -69%
GWMR
202
GC Wealth Management RIA
Massachusetts
$2M +$170K +1,434 +9%
PPC
203
Park Place Capital
Alabama
$1.94M -$1.54K -13 -0.1%
BSW
204
Buckingham Strategic Wealth
Missouri
$1.93M -$168K -1,424 -8%
CAM
205
Cresset Asset Management
Illinois
$1.91M +$767K +6,487 +67%
BCG
206
Breakwater Capital Group
New Jersey
$1.9M +$75.8K +641 +4%
SWA
207
SOA Wealth Advisors
New York
$1.9M -$59K -499 -3%
OWM
208
Opes Wealth Management
California
$1.89M -$32.2K -272 -2%
CFS
209
Commonwealth Financial Services
West Virginia
$1.89M – – –
WI
210
Wintrust Investments
Illinois
$1.89M -$70.6K -597 -4%
PFG
211
Pacific Financial Group
Washington
$1.85M +$27.8K +235 +2%
WMWM
212
Whitaker-Myers Wealth Managers
Ohio
$1.85M -$48.9K -413 -3%
HC
213
Hamilton Capital
Ohio
$1.84M +$311K +2,625 +20%
MMA
214
Miracle Mile Advisors
California
$1.83M -$8.04K -68 -0.4%
CIC
215
Carnegie Investment Counsel
Ohio
$1.8M +$148K +1,248 +9%
CA
216
Clearstead Advisors
Ohio
$1.8M -$19.1K -164 -1%
OC
217
Oppenheimer & Co
New York
$1.77M +$170K +1,440 +11%
SWM
218
StoneCrest Wealth Management
Arizona
$1.73M -$5.56K -47 -0.3%
AT
219
American Trust
Kentucky
$1.67M -$185K -1,566 -10%
CWM
220
C2C Wealth Management
Arizona
$1.67M -$4.73K -40 -0.3%
CA
221
Cornerstone Advisory
Maryland
$1.66M – – –
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$1.65M -$4.39M -37,086 -73%
BWA
223
BlueChip Wealth Advisors
Georgia
$1.65M -$1.49M -12,633 -48%
9WM
224
9258 Wealth Management
Ohio
$1.65M -$43.6K -369 -3%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$1.63M +$21.7K +185 +1%
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9
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