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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 %
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$431K +$32.6K +408 +8%
IB
277
Intrust Bank
Kansas
$430K -$102K -1,276 -19%
GVAG
278
Great Valley Advisor Group
Delaware
$426K
JFGIW
279
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$416K -$746K -9,318 -64%
BAAM
280
Baker Avenue Asset Management
California
$414K
BHBT
281
Burke & Herbert Bank & Trust
Virginia
$414K +$9.92K +124 +2%
Brown Advisory
282
Brown Advisory
Maryland
$409K -$200K -2,508 -33%
CCA
283
Cobblestone Capital Advisors
New York
$409K +$34.4K +430 +9%
BRWA
284
B. Riley Wealth Advisors
Florida
$405K -$3.69K -46 -0.9%
HW
285
Hancock Whitney
Mississippi
$391K -$350K -4,374 -47%
KWM
286
Kingsview Wealth Management
Oregon
$374K +$106K +1,326 +40%
OWA
287
Outlook Wealth Advisors
Texas
$374K +$374K +4,680 New
GWA
288
Guidant Wealth Advisors
Illinois
$373K
CRC
289
Curi RMB Capital
Illinois
$369K
APSP
290
Asset Planning Services (Pennsylvania)
Pennsylvania
$368K -$3.2K -40 -0.9%
FNBOO
291
First National Bank of Omaha
Nebraska
$361K -$12.6K -158 -3%
BlackRock
292
BlackRock
New York
$359K -$2.56K -32 -0.7%
MMHP
293
Murphy Middleton Hinkle & Parker
Georgia
$358K -$11.2K -140 -3%
KIA
294
KCM Investment Advisors
California
$357K
Cerity Partners
295
Cerity Partners
New York
$356K +$356K +4,454 New
AB
296
Atlas Brown
Kentucky
$355K +$3.84K +48 +1%
FLPIM
297
F.L. Putnam Investment Management
Massachusetts
$355K +$355K +4,436 New
DBT
298
Dubuque Bank & Trust
Iowa
$354K
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$353K -$12.8K -160 -3%
PA
300
Parallel Advisors
California
$352K