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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 %
CAM
251
Covenant Asset Management
New Jersey
$541K +$16.1K +202 +3%
KC
252
Kingfisher Capital
North Carolina
$540K +$52.5K +656 +11%
BSW
253
Buckingham Strategic Wealth
Missouri
$537K +$1.12K +14 +0.2%
MIC
254
Meridian Investment Counsel
California
$532K +$36K +450 +7%
AA
255
Advisory Alpha
Michigan
$529K -$18.3K -238 -3%
MAFM
256
Mid Atlantic Financial Management
Pennsylvania
$525K -$158K -1,982 -23%
RG
257
Rikoon Group
New Mexico
$513K
JHCP
258
Jackson Hole Capital Partners
Oklahoma
$513K
HCA
259
Harbour Capital Advisors
Virginia
$512K
PWAP
260
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$504K -$357K -4,460 -41%
PP
261
Pegasus Partners
Wisconsin
$485K
A
262
AdvicePeriod
California
$480K +$224K +2,802 +88%
TWP
263
Total Wealth Planning
Ohio
$478K
CWM
264
Cornerstone Wealth Management
Missouri
$474K +$5.28K +66 +1%
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$467K -$56K -700 -11%
KCM
266
Kanawha Capital Management
Virginia
$460K
JIC
267
Johnson Investment Counsel
Ohio
$457K -$18.7K -234 -4%
WC
268
Whitnell & Co
Illinois
$452K
PAS
269
Park Avenue Securities
New York
$451K +$451K +5,640 New
OIA
270
OneDigital Investment Advisors
Kansas
$450K +$24.5K +306 +6%
PA
271
PFG Advisors
Arizona
$443K
MWM
272
Modera Wealth Management
New Jersey
$437K
AAS
273
Avantax Advisory Services
Texas
$435K -$63K -784 -13%
PWW
274
Pettyjohn Wood & White
Virginia
$432K
KP
275
Keel Point
Alabama
$431K