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iShares S&P Mid-Cap 400 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
201
Sequoia Financial Advisors
Ohio
$1.96M +$1.21M +10,634 +160%
AIP
202
Almanack Investment Partners
Pennsylvania
$1.95M
HC
203
Hamilton Capital
Ohio
$1.92M +$156K +1,378 +9%
BCG
204
Breakwater Capital Group
New Jersey
$1.82M +$908 +8 +0%
WI
205
Wintrust Investments
Illinois
$1.81M +$113 +1 +0%
SCM
206
Stordahl Capital Management
Colorado
$1.81M -$121K -1,069 -6%
William Blair & Company
207
William Blair & Company
Illinois
$1.8M -$283K -2,498 -14%
OWM
208
Opes Wealth Management
California
$1.8M -$17.1K -151 -0.9%
SWA
209
SOA Wealth Advisors
New York
$1.8M -$26.6K -234 -1%
WIA
210
World Investment Advisors
California
$1.79M +$1.75M +173,239 +4,648%
CA
211
Clearstead Advisors
Ohio
$1.75M +$1.93K +17 +0.1%
CAM
212
Cresset Asset Management
Illinois
$1.75M -$84.4K -744 -5%
PPC
213
Park Place Capital
Alabama
$1.73M -$131K -1,154 -7%
PFG
214
Pacific Financial Group
Washington
$1.73M -$49.7K -438 -3%
BSW
215
Buckingham Strategic Wealth
Missouri
$1.71M -$142K -1,248 -8%
NPFS
216
Novak & Powell Financial Services
Florida
$1.68M +$892K +7,859 +113%
FAIM
217
Financial Advocates Investment Management
Washington
$1.66M -$289K -2,543 -15%
CPIG
218
Chicago Partners Investment Group
Illinois
$1.66M -$19.2K -158 -1%
PFS
219
Prospera Financial Services
Texas
$1.65M -$275K -2,420 -14%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$1.61M +$42.6K +379 +3%
CWM
221
C2C Wealth Management
Arizona
$1.6M
CA
222
Cornerstone Advisory
Maryland
$1.59M
9WM
223
9258 Wealth Management
Ohio
$1.58M
CTC
224
Corundum Trust Company
South Dakota
$1.54M +$1.54M +13,584 New
VC
225
Vicus Capital
Pennsylvania
$1.54M -$5.9K -52 -0.4%