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iShares S&P Mid-Cap 400 Value ETF

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.28%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
AC
226
Alexandria Capital
Virginia
$641K +$160 +2 +0%
TIM
227
Thompson Investment Management
Wisconsin
$641K +$34.7K +434 +6%
MA
228
MONECO Advisors
Connecticut
$634K -$94K -1,176 -13%
AW
229
ACG Wealth
Georgia
$633K -$876K -10,960 -58%
GAM
230
Griffin Asset Management
New York
$626K +$7.52K +94 +1%
H
231
HoyleCohen
California
$625K
CPO
232
Cerity Partners OCIO
New York
$625K +$320 +4 +0.1%
UBS AM
233
UBS AM
Illinois
$610K -$21.9K -274 -3%
W
234
WealthStone
Ohio
$607K +$607K +7,590 New
CA
235
Cetera Advisors
Colorado
$599K -$113K -1,424 -16%
APA
236
American Portfolios Advisors
New York
$591K -$68.9K -862 -10%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$584K -$1.76K -22 -0.3%
CA
238
Cambridge Advisors
Nebraska
$578K
VWM
239
Valley Wealth Managers
New Jersey
$577K -$21.1K -264 -4%
KFA
240
Kays Financial Advisory
Georgia
$576K +$107K +1,344 +23%
TNB
241
Thomasville National Bank
Georgia
$574K
LHC
242
Little House Capital
Massachusetts
$573K
RMCM
243
Reynders McVeigh Capital Management
Massachusetts
$568K
BAM
244
Belpointe Asset Management
Nevada
$563K +$203K +2,542 +57%
APW
245
Acima Private Wealth
Virginia
$562K
PCMC
246
Private Capital Management (Colorado)
Colorado
$561K
MBT
247
Montecito Bank & Trust
California
$555K -$113K -1,408 -17%
GTAM
248
Global Trust Asset Management
Florida
$553K
MFW
249
Meristem Family Wealth
Minnesota
$551K +$551K +6,886 New
DBRC
250
D.B. Root & Company
Pennsylvania
$548K -$15.3K -192 -3%