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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$107M
2
UBS Group
2
UBS Group
Switzerland
$269M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$421M
4
Ameriprise
4
Ameriprise
Minnesota
$123M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$233M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$239K
2
Lido Advisors
2
Lido Advisors
California
$24.8M
3
WIA
3
World Investment Advisors
California
$839K
4
Goldman Sachs
4
Goldman Sachs
New York
$3.48M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$86.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$508M 4,061,520 +33,524 +0.8%
Wells Fargo
2
Wells Fargo
California
$447M 3,577,174 +49,939 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$421M 3,366,491 +143,077 +4%
Bank of America
4
Bank of America
North Carolina
$293M 2,342,909 +35,971 +2%
UBS Group
5
UBS Group
Switzerland
$269M 2,154,366 +225,619 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$233M 1,862,735 +67,236 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$176M 1,407,669 +48,130 +4%
Ameriprise
8
Ameriprise
Minnesota
$123M 987,732 +69,868 +8%
DADC
9
D.A. Davidson & Co
Montana
$112M 897,864 +15,739 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$107M 853,539 +853,539 New
CFB
11
Cullen/Frost Bankers
Texas
$88.1M 705,043 -364 -0.1%
Northern Trust
12
Northern Trust
Illinois
$88.1M 705,020 +22,071 +3%
Financial Engines Advisors
13
Financial Engines Advisors
California
$86.3M 690,371 -41,563 -6%
LPL Financial
14
LPL Financial
California
$81.7M 654,199 +48,668 +8%
EK
15
Evensky & Katz
Florida
$79.6M 636,764 -2,376 -0.4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$74.7M 597,886 +901 +0.2%
MWA
17
Midland Wealth Advisors
Illinois
$72.3M 578,772 -5,881 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$65.6M 524,708 +4,612 +0.9%
WJA
19
Willis Johnson & Associates
Texas
$56.9M 455,050 +10,041 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$53.1M 425,183 +34,011 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$52.2M 417,899 -4,401 -1%
GHA
22
GW Henssler & Associates
Georgia
$51.8M 419,405 -5,608 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$48.8M 390,496 +26,984 +7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$45.2M 361,563 -2,681 -0.7%
MCM
25
MAI Capital Management
Ohio
$44.7M 357,959 +4,808 +1%
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