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iShares S&P Mid-Cap 400 Value ETF

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
276
Cerity Partners
New York
$330K -$1.08K -16 -0.3%
JWCA
277
J.W. Cole Advisors
Florida
$330K +$330K +4,898 New
SC
278
SouthState Corp
Florida
$324K
PA
279
PFG Advisors
Arizona
$321K -$25.9K -360 -7%
FNBOSM
280
First National Bank of South Miami
Florida
$317K -$23.3K -346 -7%
MWM
281
Mattern Wealth Management
Kansas
$312K -$36.6K -542 -10%
FWM
282
Frontier Wealth Management
Missouri
$311K -$13.2K -196 -4%
CA
283
Clearstead Advisors
Ohio
$303K +$8.9K +132 +3%
FLPIM
284
F.L. Putnam Investment Management
Massachusetts
$301K +$1.75K +26 +0.6%
SBH
285
Segall Bryant & Hamill
Illinois
$298K +$16.3K +242 +6%
BlackRock
286
BlackRock
New York
$297K +$68.5K +1,016 +30%
BHWM
287
Bar Harbor Wealth Management
New Hampshire
$295K -$60.3K -896 -17%
WTB
288
Washington Trust Bank
Washington
$294K
LA
289
LexAurum Advisors
Kansas
$294K +$946 +14 +0.3%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$293K +$293K +4,350 New
VFA
291
Voya Financial Advisors
Connecticut
$292K
MI
292
Moneywise Inc
Virginia
$292K +$1.48K +22 +0.5%
BOS
293
Bank of Stockton
California
$288K -$128K -1,894 -31%
CWM
294
Cornerstone Wealth Management
Missouri
$288K -$17.7K -262 -6%
TW
295
Transform Wealth
Colorado
$285K -$113K -1,676 -28%
MMHP
296
Murphy Middleton Hinkle & Parker
Georgia
$283K -$7.56K -112 -3%
APSP
297
Asset Planning Services (Pennsylvania)
Pennsylvania
$283K +$673 +10 +0.2%
GVAG
298
Great Valley Advisor Group
Delaware
$283K +$10.8K +160 +4%
DTC
299
Davidson Trust Company
Washington
$282K +$7.41K +110 +3%
PWW
300
Pettyjohn Wood & White
Virginia
$281K -$25.3K -376 -8%