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iShares S&P Mid-Cap 400 Value ETF

466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
37
Increased
155
Reduced
159
Closed
33
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
251
Covenant Asset Management
New Jersey
$524K -$74.2K -930 -12%
LWANC
252
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K +$55.8K +700 +12%
RG
253
Rikoon Group
New Mexico
$512K +$1.12K +14 +0.2%
HCA
254
Harbour Capital Advisors
Virginia
$511K
JHCP
255
Jackson Hole Capital Partners
Oklahoma
$511K +$2.23K +28 +0.4%
AIP
256
Ahrens Investment Partners
Louisiana
$501K -$310K -3,880 -38%
MIC
257
Meridian Investment Counsel
California
$494K
AAS
258
Avantax Advisory Services
Texas
$494K +$207K +2,594 +72%
KC
259
Kingfisher Capital
North Carolina
$486K -$55.5K -696 -10%
PP
260
Pegasus Partners
Wisconsin
$484K -$200K -2,504 -29%
TWP
261
Total Wealth Planning
Ohio
$477K -$5.74K -72 -1%
JIC
262
Johnson Investment Counsel
Ohio
$474K +$9.87K +124 +2%
PA
263
PFG Advisors
Arizona
$470K -$3.26K -40 -0.7%
BUB
264
BBVA USA Bancshares
Texas
$469K -$1.6K -20 -0.3%
KFA
265
Kays Financial Advisory
Georgia
$467K +$87.9K +1,102 +23%
CWM
266
Cornerstone Wealth Management
Missouri
$465K -$61.4K -774 -12%
BOS
267
Bank of Stockton
California
$461K +$35.5K +446 +8%
KCM
268
Kanawha Capital Management
Virginia
$458K -$797 -10 -0.2%
WC
269
Whitnell & Co
Illinois
$451K +$129K +1,610 +40%
MWM
270
Modera Wealth Management
New Jersey
$436K
PWW
271
Pettyjohn Wood & White
Virginia
$431K
KP
272
Keel Point
Alabama
$429K -$25.5K -320 -6%
GVAG
273
Great Valley Advisor Group
Delaware
$425K
OIA
274
OneDigital Investment Advisors
Kansas
$425K +$282K +3,540 +198%
BAAM
275
Baker Avenue Asset Management
California
$413K