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iShares S&P Mid-Cap 400 Value ETF

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$474K -$82.6K -1,224 -15%
TWP
227
Total Wealth Planning
Ohio
$474K -$10.4K -154 -2%
GTAM
228
Global Trust Asset Management
Florida
$472K
MFW
229
Meristem Family Wealth
Minnesota
$464K
TAIM
230
TD Ameritrade Investment Management
Nebraska
$461K -$4.45K -66 -1%
CWM
231
Connecticut Wealth Management
Connecticut
$460K +$460K +6,824 New
CPO
232
Cerity Partners OCIO
New York
$457K -$4.58K -68 -1%
MBT
233
Montecito Bank & Trust
California
$451K -$21.6K -320 -5%
BAM
234
Belpointe Asset Management
Nevada
$450K
MIC
235
Meridian Investment Counsel
California
$448K
EWM
236
EPG Wealth Management
Georgia
$443K -$116K -1,724 -21%
HA
237
HYA Advisors
Missouri
$437K -$16.3K -242 -4%
HCA
238
Harbour Capital Advisors
Virginia
$432K
EGWAG
239
Elwood & Goetz Wealth Advisory Group
Georgia
$430K
JIC
240
Johnson Investment Counsel
Ohio
$427K
RJT
241
Raymond James Trust
Florida
$426K +$16.5K +244 +4%
FI
242
FormulaFolio Investments
Michigan
$422K +$422K +6,264 New
WP
243
WealthSource Partners
California
$420K
5L
244
55I LLC
Massachusetts
$420K +$202K +3,006 +93%
GAM
245
Griffin Asset Management
New York
$419K +$6.21K +92 +2%
Renaissance Technologies
246
Renaissance Technologies
New York
$418K +$418K +6,200 New
CFG
247
Citizens Financial Group
Rhode Island
$417K -$45.8K -660 -10%
CCA
248
Cobblestone Capital Advisors
New York
$413K
RG
249
Rikoon Group
New Mexico
$407K -$12.4K -184 -3%
MCM
250
Mattern Capital Management
Colorado
$401K -$674 -10 -0.2%