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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.

Holders
749
Holders Change
+20
Holders Change %
+2.74%
% of All Funds
10.84%
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
1
Goldman Sachs
New York
$14.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$48.4M
3
PFS
3
Prospera Financial Services
Texas
$7.19M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$168M
5
CWM
5
Cordatus Wealth Management
Pennsylvania
$5.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$175K
2
LWM
2
Liberty Wealth Management
California
$452K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$35.2M
5
Wells Fargo
5
Wells Fargo
California
$436M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$498M 4,027,996 +20,278 +0.5%
Wells Fargo
2
Wells Fargo
California
$436M 3,527,235 -145,970 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$398M 3,223,414 +7,940 +0.2%
Bank of America
4
Bank of America
North Carolina
$285M 2,306,938 -110,690 -5%
UBS Group
5
UBS Group
Switzerland
$238M 1,928,747 +19,438 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$222M 1,795,499 +40,934 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$168M 1,359,539 +41,812 +3%
Ameriprise
8
Ameriprise
Minnesota
$113M 917,864 -7,792 -0.8%
DADC
9
D.A. Davidson & Co
Montana
$109M 882,125 +12,668 +1%
Financial Engines Advisors
10
Financial Engines Advisors
California
$90.5M 731,934 -48,517 -6%
CFB
11
Cullen/Frost Bankers
Texas
$87.2M 705,407 +11,728 +2%
Northern Trust
12
Northern Trust
Illinois
$84.4M 682,949 +7,281 +1%
RJA
13
Raymond James & Associates
Florida
$82.4M 666,215 +7,841 +1%
EK
14
Evensky & Katz
Florida
$79M 639,140 +15,068 +2%
LPL Financial
15
LPL Financial
California
$74.9M 605,531 -3,238 -0.5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$73.8M 596,985 -34,324 -5%
MWA
17
Midland Wealth Advisors
Illinois
$72.3M 584,653 +10,486 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64.3M 520,096 -17,437 -3%
WJA
19
Willis Johnson & Associates
Texas
$55M 445,009 +12,328 +3%
GHA
20
GW Henssler & Associates
Georgia
$52.5M 425,013 +5,441 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$52.2M 422,300 -27,101 -6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$48.4M 391,172 +60,576 +18%
Lido Advisors
23
Lido Advisors
California
$46.3M 374,327 +14,398 +4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$45M 364,244 -4,051 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$44.9M 363,512 +23,486 +7%
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