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iShares S&P Mid-Cap 400 Value ETF

466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
37
Increased
155
Reduced
159
Closed
33
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
301
Corundum Group
Colorado
$327K
MI
302
Moneywise Inc
Virginia
$326K -$24.3K -304 -7%
BIM
303
Bridges Investment Management
Nebraska
$324K +$324K +4,070 New
JIR
304
James Investment Research
Ohio
$323K
VFA
305
Voya Financial Advisors
Connecticut
$320K +$25.1K +318 +9%
IAA
306
Ironsides Asset Advisors
North Carolina
$319K
AAP
307
Arax Advisory Partners
Colorado
$317K +$317K +3,980 New
PWM
308
Perigon Wealth Management
California
$316K +$316K +3,958 New
CIA
309
Capital Investment Advisors
Georgia
$315K -$21.7K -272 -6%
FNBTCON
310
First National Bank & Trust Co of Newtown
Pennsylvania
$307K
FFWA
311
FRG Family Wealth Advisors
Washington
$305K
HCIA
312
Hochman Cole Investment Advisors
Illinois
$300K
LFAS
313
Level Four Advisory Services
Texas
$299K -$12.9K -162 -4%
NWS
314
Newport Wealth Strategies
California
$299K
FTIOP
315
Fiduciary Trust International of Pennsylvania
Pennsylvania
$297K +$297K +3,730 New
MIM
316
Moseley Investment Management
Florida
$295K
GEA
317
Glen Eagle Advisors
New Jersey
$292K +$8.13K +102 +3%
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$3.66K -46 -1%
CFS
319
CRA Financial Services
New Jersey
$287K -$3.19K -40 -1%
ANTB
320
AMG National Trust Bank
Colorado
$287K +$47.9K +600 +20%
BS
321
Boenning & Scattergood
Pennsylvania
$278K -$7.33K -92 -3%
FCFC
322
First Commonwealth Financial Corp
Pennsylvania
$277K
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$274K +$274K +3,430 New
HTC
324
Haverford Trust Company
Pennsylvania
$268K
KWM
325
Kingsview Wealth Management
Oregon
$267K -$728K -9,134 -73%