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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 %
HCA
326
Heck Capital Advisors
Wisconsin
$232K -$32K -474 -12%
CS
327
Capital Square
Tennessee
$227K
QCMC
328
Quantum Capital Management (California)
California
$226K +$14.3K +212 +7%
MBTD
329
Mechanics Bank - Trust Department
California
$220K
TSS
330
Two Sigma Securities
New York
$220K +$220K +3,268 New
PA
331
PSI Advisors
Florida
$219K -$101K -1,502 -32%
FWM
332
Filbrandt Wealth Management
Wisconsin
$219K -$22.2K -330 -9%
BIM
333
Bridges Investment Management
Nebraska
$218K
IFAM
334
Institutional & Family Asset Management
Colorado
$218K +$218K +3,228 New
B
335
Bailard
California
$216K
SS
336
Simplicity Solutions
Minnesota
$216K +$216K +3,200 New
NFG
337
Next Financial Group
Texas
$215K +$7.68K +114 +4%
KIA
338
KCM Investment Advisors
California
$213K -$56.9K -844 -21%
CFS
339
CRA Financial Services
New Jersey
$211K -$6.73K -100 -3%
CG
340
Corundum Group
Colorado
$209K
Franklin Resources
341
Franklin Resources
California
$208K
MG
342
Mather Group
Illinois
$205K -$8.36K -124 -4%
RMDI
343
R.M. Davis Inc
Maine
$205K +$205K +3,038 New
CSIC
344
Clifford Swan Investment Counsel
California
$204K
M
345
MOTCO
Texas
$185K -$14.5K -216 -7%
BW
346
Bison Wealth
Georgia
$182K -$11K -164 -6%
EWM
347
Endurance Wealth Management
Rhode Island
$174K -$135 -2 -0.1%
SIS
348
SVB Investment Services
Utah
$168K +$26.2K +388 +18%
CFA
349
Carroll Financial Associates
North Carolina
$163K
RFWA
350
RPg Family Wealth Advisory
Massachusetts
$163K