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iShares S&P Mid-Cap 400 Value ETF

466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
37
Increased
155
Reduced
159
Closed
33
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
351
Zhang Financial
Michigan
$218K -$36.8K -462 -14%
HH
352
Hilltop Holdings
Texas
$216K
BPWA
353
Beacon Pointe Wealth Advisors
California
$211K -$7.33K -92 -3%
NFG
354
Next Financial Group
Texas
$210K +$157K +1,972 +296%
NS
355
NewDay Solutions
New Hampshire
$210K +$210K +2,620 New
BF
356
Blankinship & Foster
California
$207K
SG
357
StoneX Group
New York
$207K +$637 +8 +0.3%
NAS
358
Nicolet Advisory Services
Wisconsin
$206K
AF
359
Alerus Financial
North Dakota
$206K
DC
360
Davenport & Co
Virginia
$206K +$206K +2,582 New
SW
361
SVB Wealth
Massachusetts
$204K +$204K +2,562 New
NCM
362
Narwhal Capital Management
Georgia
$203K
SS
363
Sunbelt Securities
Texas
$202K +$202K +2,528 New
RFWA
364
RPg Family Wealth Advisory
Massachusetts
$197K
PFBT
365
Parkside Financial Bank & Trust
Missouri
$188K
VNA
366
Valley National Advisers
Pennsylvania
$185K
FIB
367
First Interstate Bank
Montana
$184K +$67.5K +846 +58%
MWP
368
MYCIO Wealth Partners
Pennsylvania
$179K +$179K +2,248 New
BCA
369
Berman Capital Advisors
Georgia
$174K +$118K +1,488 +211%
LB
370
Legacy Bridge
Iowa
$173K
TSW
371
Thompson Siegel & Walmsley
Virginia
$170K +$3.36K +42 +2%
CFA
372
Carroll Financial Associates
North Carolina
$150K -$8.88K -112 -6%
FRA
373
Front Row Advisors
California
$142K -$22.4K -280 -14%
CHC
374
City Holding Co
West Virginia
$139K +$31.8K +400 +30%
ST
375
Smithfield Trust
Pennsylvania
$136K