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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 %
BPWA
301
Beacon Pointe Wealth Advisors
California
$352K +$140K +1,740 +66%
WCM
302
Wealthcare Capital Management
Virginia
$350K
HR
303
Hayden Royal
North Carolina
$350K +$350K +4,382 New
MG
304
Mather Group
Illinois
$347K -$3.04K -38 -0.9%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$345K
CA
306
Clearstead Advisors
Ohio
$344K -$51.6K -646 -13%
AP
307
Appleton Partners
Massachusetts
$342K
LA
308
LexAurum Advisors
Kansas
$342K
BJL
309
Brighton Jones LLC
Washington
$341K -$38.6K -482 -10%
CG
310
Corundum Group
Colorado
$328K
MI
311
Moneywise Inc
Virginia
$328K +$1.28K +16 +0.4%
BIM
312
Bridges Investment Management
Nebraska
$325K
JIR
313
James Investment Research
Ohio
$324K
IAA
314
Ironsides Asset Advisors
North Carolina
$320K
MWM
315
Meridian Wealth Management
Kentucky
$319K
AIP
316
Ahrens Investment Partners
Louisiana
$318K -$184K -2,302 -37%
AAP
317
Arax Advisory Partners
Colorado
$318K
VFA
318
Voya Financial Advisors
Connecticut
$316K -$5.72K -72 -2%
CIA
319
Capital Investment Advisors
Georgia
$315K
PWM
320
Perigon Wealth Management
California
$314K
FNBTCON
321
First National Bank & Trust Co of Newtown
Pennsylvania
$308K
FFWA
322
FRG Family Wealth Advisors
Washington
$305K
NWS
323
Newport Wealth Strategies
California
$302K
HCIA
324
Hochman Cole Investment Advisors
Illinois
$301K
FTIOP
325
Fiduciary Trust International of Pennsylvania
Pennsylvania
$298K