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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 %
BRWA
251
B. Riley Wealth Advisors
Florida
$384K -$133 -2 -0%
AAS
252
Avantax Advisory Services
Texas
$377K -$54.1K -810 -13%
CA
253
Cetera Advisors
Colorado
$372K -$16.1K -242 -4%
BSW
254
Buckingham Strategic Wealth
Missouri
$361K -$81.5K -1,224 -18%
DBRC
255
D.B. Root & Company
Pennsylvania
$359K -$3.85K -58 -1%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$356K -$29.2K -440 -8%
ANTB
257
AMG National Trust Bank
Colorado
$356K +$356K +5,350 New
CA
258
Cambridge Advisors
Nebraska
$355K -$124K -1,870 -26%
KCM
259
Kanawha Capital Management
Virginia
$353K -$19.9K -300 -5%
BHWM
260
Bar Harbor Wealth Management
New Hampshire
$351K -$174K -2,614 -33%
DBT
261
Dubuque Bank & Trust
Iowa
$346K
BHBT
262
Burke & Herbert Bank & Trust
Virginia
$345K -$266 -4 -0.1%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$345K
MWM
264
Mattern Wealth Management
Kansas
$343K -$366K -5,510 -52%
SW
265
SkyOak Wealth
Michigan
$343K -$1.6K -24 -0.5%
W
266
WealthStone
Ohio
$342K
A
267
AdvicePeriod
California
$337K -$295K -4,444 -47%
FNBOSM
268
First National Bank of South Miami
Florida
$336K -$413K -6,210 -55%
DI
269
Disciplined Investments
Oklahoma
$330K -$252K -3,794 -43%
KC
270
Kingfisher Capital
North Carolina
$329K -$2.53K -38 -0.8%
PWP
271
Personal Wealth Partners
Minnesota
$327K -$148K -2,232 -31%
Cerity Partners
272
Cerity Partners
New York
$326K -$3.59K -54 -1%
SC
273
SouthState Corp
Florida
$320K -$90.4K -1,360 -22%
FWM
274
Frontier Wealth Management
Missouri
$320K -$28.8K -434 -8%
PA
275
PSI Advisors
Florida
$316K -$19.9K -300 -6%