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iShares S&P Mid-Cap 400 Value ETF

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
226
Prospera Financial Services
Texas
$814K +$10.9K +128 +1%
BHWM
227
Bar Harbor Wealth Management
New Hampshire
$812K -$70.4K -824 -8%
HA
228
Harborview Advisors
Maine
$811K -$5.8K -68 -0.7%
SF
229
Synovus Financial
Georgia
$808K -$63.5K -738 -7%
LWAC
230
Laurel Wealth Advisors (California)
California
$788K +$62.1K +728 +9%
BWA
231
BDO Wealth Advisors
Florida
$757K -$52.1K -610 -6%
BFA
232
Bragg Financial Advisors
North Carolina
$753K -$33.8K -396 -4%
PAS
233
Park Avenue Securities
New York
$750K +$269K +3,146 +56%
CCM
234
Coldstream Capital Management
Washington
$745K
TSW
235
Thompson Siegel & Walmsley
Virginia
$742K +$554K +6,486 +294%
CBN
236
Cadence Bank NA
Texas
$738K -$19.5K -228 -3%
KFA
237
Kays Financial Advisory
Georgia
$738K +$123K +1,440 +20%
HFRG
238
Houlihan Financial Resource Group
Virginia
$729K +$729K +8,538 New
AAS
239
Avantax Advisory Services
Texas
$718K +$257K +3,014 +56%
SC
240
SouthState Corp
Florida
$701K -$15.4K -180 -2%
MPW
241
MA Private Wealth
California
$699K -$543K -6,366 -44%
MAFM
242
Mid Atlantic Financial Management
Pennsylvania
$691K +$130K +1,520 +23%
WAM
243
Wealthspire Advisors (Maryland)
Maryland
$689K -$36.2K -424 -5%
SBH
244
Segall Bryant & Hamill
Illinois
$688K
DI
245
Disciplined Investments
Oklahoma
$686K +$686K +8,034 New
AC
246
Alexandria Capital
Virginia
$685K +$342 +4 +0%
MA
247
MONECO Advisors
Connecticut
$685K +$863 +10 +0.1%
BWA
248
Beam Wealth Advisors
Louisiana
$685K +$685K +8,024 New
CPO
249
Cerity Partners OCIO
New York
$683K +$28K +334 +4%
MWM
250
Mission Wealth Management
California
$672K -$82.1K -962 -11%