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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 %
AWM
201
Avior Wealth Management
Nebraska
$2.14M -$20.5K -164 -0.9%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$2.14M +$1.09M +8,746 +104%
PB
203
Pinnacle Bancorp
Nebraska
$2.14M +$8.12K +65 +0.4%
KWM
204
Kingsview Wealth Management
Oregon
$2.13M -$308K -2,461 -13%
SCM
205
Stordahl Capital Management
Colorado
$2.08M -$6.12K -49 -0.3%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$2.07M +$634K +5,073 +44%
HWMC
207
Heritage Wealth Management (California)
California
$2.06M +$473K +3,789 +30%
HCA
208
Heck Capital Advisors
Wisconsin
$2.03M -$450K -3,603 -18%
OWM
209
Opes Wealth Management
California
$2.02M +$39.9K +319 +2%
BCG
210
Breakwater Capital Group
New Jersey
$2.01M +$17.1K +137 +0.9%
AFG
211
Allegheny Financial Group
Pennsylvania
$1.99M +$125 +1 +0%
SWA
212
SOA Wealth Advisors
New York
$1.96M -$9.25K -74 -0.5%
SWA
213
Stratos Wealth Advisors
Ohio
$1.94M -$1.31M -10,485 -40%
William Blair & Company
214
William Blair & Company
Illinois
$1.92M -$61K -488 -3%
CA
215
Clearstead Advisors
Ohio
$1.88M +$2.5K +20 +0.1%
FAIM
216
Financial Advocates Investment Management
Washington
$1.87M +$7.37K +59 +0.4%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$1.87M +$66.8K +533 +4%
PPC
218
Park Place Capital
Alabama
$1.86M -$44.5K -356 -2%
JIC
219
Johnson Investment Counsel
Ohio
$1.86M +$18K +144 +1%
ACA
220
Anchor Capital Advisors
Massachusetts
$1.85M +$1.55M +12,409 +513%
FGWP
221
Founders Grove Wealth Partners
Virginia
$1.85M +$1.85M +14,810 New
NPFS
222
Novak & Powell Financial Services
Florida
$1.84M -$7.37K -59 -0.4%
RBFC
223
Roman Butler Fullerton & Co
Missouri
$1.8M +$1.8M +13,787 New
CA
224
Cornerstone Advisory
Maryland
$1.79M – – –
CWM
225
C2C Wealth Management
Arizona
$1.76M – – –
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