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iShares S&P Mid-Cap 400 Value ETF

451 hedge funds and large institutions have $2.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-15
Holders Change %
-3.22%
% of All Funds
9.27%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
43
Increased
103
Reduced
210
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
226
Global Trust Asset Management
Florida
$459K
MFW
227
Meristem Family Wealth
Minnesota
$458K
CPO
228
Cerity Partners OCIO
New York
$455K +$266 +4 +0.1%
HA
229
HYA Advisors
Missouri
$447K -$15.7K -236 -3%
CFG
230
Citizens Financial Group
Rhode Island
$444K -$51.9K -780 -10%
BAM
231
Belpointe Asset Management
Nevada
$444K +$3.06K +46 +0.7%
MIC
232
Meridian Investment Counsel
California
$442K
HCA
233
Harbour Capital Advisors
Virginia
$426K
AMCA
234
Arthur M. Cohen & Associates
Illinois
$425K +$43.2K +912 +11%
EGWAG
235
Elwood & Goetz Wealth Advisory Group
Georgia
$424K +$424K +6,384 New
JIC
236
Johnson Investment Counsel
Ohio
$421K
MWM
237
Modera Wealth Management
New Jersey
$417K +$53.2K +800 +15%
WP
238
WealthSource Partners
California
$415K -$352K -5,294 -46%
GL
239
Graypoint LLC
New York
$414K -$20K -300 -5%
RG
240
Rikoon Group
New Mexico
$413K -$15.4K -232 -4%
OWA
241
Outlook Wealth Advisors
Texas
$411K -$16.9K -254 -4%
BOS
242
Bank of Stockton
California
$409K -$1.97M -29,708 -83%
GAM
243
Griffin Asset Management
New York
$407K -$129K -1,942 -24%
CCA
244
Cobblestone Capital Advisors
New York
$407K -$24.6K -370 -6%
RJT
245
Raymond James Trust
Florida
$404K -$623K -9,368 -61%
SIA
246
Soltis Investment Advisors
Utah
$399K +$399K +5,996 New
MCM
247
Mattern Capital Management
Colorado
$396K -$289K -4,358 -42%
PCMC
248
Private Capital Management (Colorado)
Colorado
$393K -$73.8K -1,110 -16%
TW
249
Transform Wealth
Colorado
$392K +$392K +5,902 New
FPGK
250
Financial Partners Group (Kansas)
Kansas
$385K -$59.1K -890 -13%