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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 %
BFPW
276
BOK Financial Private Wealth
Colorado
$553K +$553K +6,480 New
RG
277
Rikoon Group
New Mexico
$550K +$2.73K +32 +0.5%
HCA
278
Harbour Capital Advisors
Virginia
$547K
OIA
279
OneDigital Investment Advisors
Kansas
$545K +$64.6K +758 +13%
JIC
280
Johnson Investment Counsel
Ohio
$541K +$52.4K +614 +11%
CA
281
Cetera Advisors
Colorado
$537K -$122K -1,394 -19%
BSW
282
Buckingham Strategic Wealth
Missouri
$536K -$36.9K -432 -6%
PWM
283
Perigon Wealth Management
California
$524K +$189K +2,230 +56%
PP
284
Pegasus Partners
Wisconsin
$518K
VFA
285
Voya Financial Advisors
Connecticut
$516K +$177K +2,080 +52%
TWP
286
Total Wealth Planning
Ohio
$515K +$4.61K +54 +0.9%
IWM
287
IHT Wealth Management
Illinois
$512K -$216K -2,530 -30%
AW
288
ACG Wealth
Georgia
$506K -$170K -1,996 -25%
HA
289
HYA Advisors
Missouri
$505K +$505K +5,918 New
PA
290
PSI Advisors
Florida
$503K +$503K +5,894 New
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$498K
PWW
292
Pettyjohn Wood & White
Virginia
$494K +$33.3K +390 +7%
BW
293
Bison Wealth
Georgia
$490K +$490K +5,742 New
PA
294
PFG Advisors
Arizona
$487K
KCM
295
Kanawha Capital Management
Virginia
$484K -$6.83K -80 -1%
LA
296
Legacy Advisors
Pennsylvania
$480K +$480K +5,624 New
MWM
297
Modera Wealth Management
New Jersey
$467K
CWM
298
Cornerstone Wealth Management
Missouri
$460K -$46.6K -546 -9%
KWM
299
Kingsview Wealth Management
Oregon
$458K +$59.1K +692 +15%
GVAG
300
Great Valley Advisor Group
Delaware
$456K +$171 +2 +0%