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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 %
CBB
326
Citizens Business Bank
California
$295K -$92.7K -1,160 -24%
GEA
327
Glen Eagle Advisors
New Jersey
$288K -$4.64K -58 -2%
MIM
328
Moseley Investment Management
Florida
$287K -$9.6K -120 -3%
ANTB
329
AMG National Trust Bank
Colorado
$287K
SIC
330
Sigma Investment Counselors
Michigan
$282K +$19.2K +240 +7%
CFS
331
CRA Financial Services
New Jersey
$280K -$7.18K -90 -3%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$280K +$6.38K +80 +2%
LFAS
333
Level Four Advisory Services
Texas
$277K -$22.7K -284 -8%
FCFC
334
First Commonwealth Financial Corp
Pennsylvania
$277K
APG
335
Abacus Planning Group
South Carolina
$276K +$276K +3,456 New
TAIM
336
TD Ameritrade Investment Management
Nebraska
$265K +$3.69K +46 +1%
FMWA
337
Forvis Mazars Wealth Advisors
Missouri
$264K +$160 +2 +0.1%
SS
338
Sunbelt Securities
Texas
$264K +$61.8K +772 +31%
AEPG
339
American Economic Planning Group
New Jersey
$262K
LSAG
340
Lake Street Advisors Group
New Hampshire
$262K
MBTD
341
Mechanics Bank - Trust Department
California
$261K
BS
342
Boenning & Scattergood
Pennsylvania
$259K -$19.8K -248 -7%
M
343
MOTCO
Texas
$252K
QCMC
344
Quantum Capital Management (California)
California
$252K
HH
345
Hilltop Holdings
Texas
$251K +$34.1K +426 +16%
TP
346
Tranquility Partners
Tennessee
$247K
CSIC
347
Clifford Swan Investment Counsel
California
$242K
SMG
348
Spectrum Management Group
Indiana
$238K
CWM
349
Cahaba Wealth Management
Georgia
$235K +$2.72K +34 +1%
CCM
350
Condor Capital Management
New Jersey
$235K +$5.11K +64 +2%