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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 %
HSA
301
HBK Sorce Advisory
Pennsylvania
$279K +$11.2K +166 +4%
HR
302
Hayden Royal
North Carolina
$277K -$940K -13,944 -77%
MMPW
303
Mitchell McLeod Pugh & Williams
Alabama
$275K +$275K +4,080 New
IAA
304
Ironsides Asset Advisors
North Carolina
$270K
WFM
305
Wolff Financial Management
Michigan
$270K
SS
306
Sunbelt Securities
Texas
$269K -$8.1K -120 -3%
JFGIW
307
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K -$6.61K -98 -2%
WB
308
WesBanco Bank
West Virginia
$263K -$8.92K -132 -3%
GRP
309
Global Retirement Partners
California
$262K -$13.5K -200 -5%
RRC
310
Relaxing Retirement Coach
Massachusetts
$262K +$262K +3,880 New
FFWA
311
FRG Family Wealth Advisors
Washington
$258K
VVP
312
Venture Visionary Partners
Ohio
$257K
HCIA
313
Hochman Cole Investment Advisors
Illinois
$254K
CIA
314
Capital Investment Advisors
Georgia
$253K
BBNA
315
Bremer Bank National Association
Minnesota
$250K -$2.7K -40 -1%
FNBOO
316
First National Bank of Omaha
Nebraska
$250K
TCOV
317
Trust Company of Vermont
Vermont
$248K -$45.6K -676 -16%
CCT
318
Country Club Trust
Missouri
$247K +$247K +3,664 New
UR
319
USCA RIA
Texas
$245K
WC
320
Weil Company
California
$242K
KL
321
KWMG LLC
Kansas
$237K -$17.8K -264 -7%
WCM
322
Wealthcare Capital Management
Virginia
$235K
FT
323
Fiduciary Trust
Massachusetts
$235K +$235K +3,484 New
FCFC
324
First Commonwealth Financial Corp
Pennsylvania
$234K
HR
325
Hardy Reed
Mississippi
$233K +$233K +3,460 New