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iShares S&P Mid-Cap 400 Value ETF

451 hedge funds and large institutions have $2.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-15
Holders Change %
-3.22%
% of All Funds
9.27%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
43
Increased
103
Reduced
210
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
326
Bridges Investment Management
Nebraska
$215K +$215K +3,232 New
CFS
327
CRA Financial Services
New Jersey
$215K +$215K +3,234 New
Franklin Resources
328
Franklin Resources
California
$214K +$214K +3,094 New
B
329
Bailard
California
$213K +$213K +3,202 New
Bank of Montreal
330
Bank of Montreal
Ontario, Canada
$211K -$706K -11,036 -77%
MG
331
Mather Group
Illinois
$210K +$210K +3,166 New
QCMC
332
Quantum Capital Management (California)
California
$209K
CG
333
Corundum Group
Colorado
$206K +$206K +3,100 New
FMWA
334
Forvis Mazars Wealth Advisors
Missouri
$205K +$205K +3,088 New
IB
335
Intrust Bank
Kansas
$205K +$205K +3,090 New
AP
336
Appleton Partners
Massachusetts
$204K -$75.1K -1,130 -27%
NFG
337
Next Financial Group
Texas
$204K +$23.5K +354 +13%
CSIC
338
Clifford Swan Investment Counsel
California
$201K +$201K +3,028 New
M
339
MOTCO
Texas
$197K -$2.92K -44 -1%
BW
340
Bison Wealth
Georgia
$191K -$202K -3,036 -51%
EWM
341
Endurance Wealth Management
Rhode Island
$172K +$133 +2 +0.1%
WB
342
West Bancorporation
Iowa
$168K +$79.4K +1,196 +90%
RFWA
343
RPg Family Wealth Advisory
Massachusetts
$160K
CFA
344
Carroll Financial Associates
North Carolina
$160K -$13.6K -206 -8%
VNA
345
Valley National Advisers
Pennsylvania
$155K
PIMG
346
Patriot Investment Management Group
Tennessee
$148K +$148K +2,232 New
SIS
347
SVB Investment Services
Utah
$140K
GCM
348
Gables Capital Management
Florida
$133K
BFEC
349
Benjamin F. Edwards & Company
Missouri
$132K -$20.6M -308,694 -99%
FRA
350
Front Row Advisors
California
$118K