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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.

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
WSFS
1
Wilmington Savings Fund Society
Delaware
$44.1M
2
Bank of America
2
Bank of America
North Carolina
$293M
3
Lido Advisors
3
Lido Advisors
California
$40.9M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$30.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$50.5M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$479M 4,048,737 -4,036,179 -50%
Wells Fargo
2
Wells Fargo
California
$449M 3,794,766 -16,601 -0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$395M 3,336,283 -91,932 -3%
Bank of America
4
Bank of America
North Carolina
$293M 2,473,304 +255,837 +12%
UBS Group
5
UBS Group
Switzerland
$229M 1,939,473 -21,624 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$204M 1,722,049 +22,234 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$154M 1,303,911 +6,140 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$110M 928,097 -52,483 -5%
DADC
9
D.A. Davidson & Co
Montana
$101M 856,735 -412 -0%
Financial Engines Advisors
10
Financial Engines Advisors
California
$92.2M 779,046 -13,885 -2%
RJA
11
Raymond James & Associates
Florida
$82M 693,011 -12,712 -2%
CFB
12
Cullen/Frost Bankers
Texas
$81.7M 690,549 +118,352 +21%
Northern Trust
13
Northern Trust
Illinois
$79.4M 671,326 +5,925 +0.9%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$73.6M 622,147 +11,591 +2%
EK
15
Evensky & Katz
Florida
$71.7M 606,003 +7,912 +1%
LPL Financial
16
LPL Financial
California
$69.6M 588,421 -56,641 -9%
MWA
17
Midland Wealth Advisors
Illinois
$68.3M 577,135 +13,451 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$59.5M 503,016 -82,210 -14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$59.2M 500,594 +21,652 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$50.5M 426,641 +142,982 +50%
GHA
21
GW Henssler & Associates
Georgia
$49.6M 419,075 +19,055 +5%
WJA
22
Willis Johnson & Associates
Texas
$49.1M 415,016 +7,278 +2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$44.9M 379,214 -11,321 -3%
WSFS
24
Wilmington Savings Fund Society
Delaware
$44.1M 372,946 +372,946 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$43.6M 368,449 +4,390 +1%
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