iShares S&P Mid-Cap 400 Value ETF
823 hedge funds and large institutions have $5.53B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 227 increasing their positions, 255 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more ownership
Funds ownership: →
4% more capital invested
Capital invested by funds: $5.34B → $5.53B (+$189M)
11% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 255
Holders
823
Holding in Top 10
24
Calls
$212K
Puts
–
Top Buyers
| 1 | +$28.8M | |
| 2 | +$18.3M | |
| 3 | +$8.92M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.58M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.11M |
Top Sellers
| 1 | -$30.1M | |
| 2 | -$22.5M | |
| 3 | -$21.8M | |
| 4 |
Goldman Sachs
New York
|
-$11.3M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$5.31M |