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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 %
OWM
201
Opes Wealth Management
California
$1.96M – – –
SWA
202
SOA Wealth Advisors
New York
$1.95M -$5.81K -47 -0.3%
CAM
203
Cresset Asset Management
Illinois
$1.94M +$39.4K +319 +2%
PPC
204
Park Place Capital
Alabama
$1.88M -$7.17K -58 -0.4%
CA
205
Clearstead Advisors
Ohio
$1.86M -$52K -421 -3%
FAIM
206
Financial Advocates Investment Management
Washington
$1.83M +$34.3K +280 +2%
NPFS
207
Novak & Powell Financial Services
Florida
$1.83M -$1.48K -12 -0.1%
JIC
208
Johnson Investment Counsel
Ohio
$1.82M +$260K +2,100 +17%
WFA
209
Wellspring Financial Advisors
Ohio
$1.8M +$329K +2,660 +22%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.78M +$9.27K +75 +0.5%
PFG
211
Pacific Financial Group
Washington
$1.78M -$107K -868 -6%
CWM
212
C2C Wealth Management
Arizona
$1.74M – – –
CA
213
Cornerstone Advisory
Maryland
$1.73M – – –
SEIA
214
Signature Estate & Investment Advisors
California
$1.73M -$2.32M -18,795 -57%
9WM
215
9258 Wealth Management
Ohio
$1.72M – – –
CTC
216
Corundum Trust Company
South Dakota
$1.68M – – –
CPIG
217
Chicago Partners Investment Group
Illinois
$1.67M -$23K -185 -1%
VC
218
Vicus Capital
Pennsylvania
$1.66M -$14.5K -117 -0.9%
RDFA
219
Ritter Daniher Financial Advisory
Ohio
$1.65M +$30.9K +250 +2%
WMWM
220
Whitaker-Myers Wealth Managers
Ohio
$1.65M +$59.7K +483 +4%
SWM
221
Shakespeare Wealth Management
Wisconsin
$1.64M +$250K +2,025 +18%
EDRIA
222
Edmonds Duncan Registered Investment Advisors
Kansas
$1.61M +$51.6K +417 +3%
WT
223
Whittier Trust
California
$1.59M – – –
PFA
224
Pure Financial Advisors
California
$1.59M -$23.2K -188 -1%
SB
225
Strategic Blueprint
Georgia
$1.58M -$989 -8 -0.1%
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