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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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.

Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
10.61%
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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$57.4M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$8.02M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$12.1M
4
ITB
4
Idaho Trust Bank
Idaho
$5.62M
5
GCIM
5
Gunn & Company Investment Management
Florida
$4.58M

Top Sellers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$417M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$365M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.01M
5
Bank of America
5
Bank of America
North Carolina
$274M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$455M 4,007,718 -41,019 -1%
Wells Fargo
2
Wells Fargo
California
$417M 3,673,205 -121,561 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$365M 3,215,474 -120,809 -4%
Bank of America
4
Bank of America
North Carolina
$274M 2,417,628 -55,676 -2%
UBS Group
5
UBS Group
Switzerland
$217M 1,909,309 -30,164 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$199M 1,754,565 +32,516 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$150M 1,317,727 +13,816 +1%
Ameriprise
8
Ameriprise
Minnesota
$105M 925,656 -2,441 -0.3%
DADC
9
D.A. Davidson & Co
Montana
$98.6M 869,457 +12,722 +1%
Financial Engines Advisors
10
Financial Engines Advisors
California
$88.6M 780,451 +1,405 +0.2%
CFB
11
Cullen/Frost Bankers
Texas
$78.7M 693,679 +3,130 +0.5%
Northern Trust
12
Northern Trust
Illinois
$76.7M 675,668 +4,342 +0.6%
RJA
13
Raymond James & Associates
Florida
$74.7M 658,374 -34,637 -5%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$71.6M 631,309 +9,162 +1%
EK
15
Evensky & Katz
Florida
$70.8M 624,072 +18,069 +3%
LPL Financial
16
LPL Financial
California
$69.1M 608,769 +20,348 +3%
MWA
17
Midland Wealth Advisors
Illinois
$65.1M 574,167 -2,968 -0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$61M 537,533 +36,939 +7%
AssetMark Inc
19
AssetMark Inc
California
$57.4M 506,148 +505,871 +182,625%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$51M 449,401 -53,615 -11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$50.1M 441,742 +15,101 +4%
WJA
22
Willis Johnson & Associates
Texas
$49.1M 432,681 +17,665 +4%
GHA
23
GW Henssler & Associates
Georgia
$47.6M 419,572 +497 +0.1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$41.8M 368,295 -154 -0%
WSFS
25
Wilmington Savings Fund Society
Delaware
$40.9M 360,892 -12,054 -3%
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