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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 %
H
251
HoyleCohen
California
$667K
GAM
252
Griffin Asset Management
New York
$664K -$4.27K -50 -0.6%
VWM
253
Valley Wealth Managers
New Jersey
$660K +$44.5K +522 +7%
W
254
WealthStone
Ohio
$650K
WC
255
Whitnell & Co
Illinois
$643K +$161K +1,880 +33%
APA
256
American Portfolios Advisors
New York
$633K +$2.22K +26 +0.4%
BEI
257
Benjamin Edwards Inc
Missouri
$628K -$509K -5,958 -45%
TIM
258
Thompson Investment Management
Wisconsin
$626K -$58.9K -690 -9%
CA
259
Cambridge Advisors
Nebraska
$616K -$683 -8 -0.1%
TNB
260
Thomasville National Bank
Georgia
$613K
RMCM
261
Reynders McVeigh Capital Management
Massachusetts
$606K
APW
262
Acima Private Wealth
Virginia
$600K
MBT
263
Montecito Bank & Trust
California
$593K
GTAM
264
Global Trust Asset Management
Florida
$590K
MFW
265
Meristem Family Wealth
Minnesota
$588K
LHC
266
Little House Capital
Massachusetts
$586K -$25.6K -300 -4%
AA
267
Advisory Alpha
Michigan
$582K -$3.91K -46 -0.7%
DBRC
268
D.B. Root & Company
Pennsylvania
$577K -$7.33K -86 -1%
KC
269
Kingfisher Capital
North Carolina
$575K -$1.71K -20 -0.3%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$571K -$3.42M -40,134 -86%
MIC
271
Meridian Investment Counsel
California
$568K
PCMC
272
Private Capital Management (Colorado)
Colorado
$561K
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$560K +$99.2K +1,162 +22%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$555K -$67.7K -794 -11%
JHCP
275
Jackson Hole Capital Partners
Oklahoma
$553K +$5.29K +62 +1%