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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 %
FWP
351
FAS Wealth Partners
Kansas
$233K -$160 -2 -0.1%
AFP
352
Ausdal Financial Partners
Iowa
$233K
EWM
353
Endurance Wealth Management
Rhode Island
$228K -$7.99K -100 -3%
RMDI
354
R.M. Davis Inc
Maine
$224K
AMG
355
Advisors Management Group
Wisconsin
$223K
WB
356
WesBanco Bank
West Virginia
$222K -$4.81K -60 -2%
ZF
357
Zhang Financial
Michigan
$219K
HTC
358
Haverford Trust Company
Pennsylvania
$213K -$56.1K -700 -21%
AIM
359
Advantage Investment Management
Iowa
$213K -$8.46K -106 -4%
NFG
360
Next Financial Group
Texas
$211K +$319 +4 +0.2%
DAS
361
Dynamic Advisor Solutions
Arizona
$211K +$211K +2,642 New
SFS
362
Sowell Financial Services
Arkansas
$210K +$210K +2,624 New
BF
363
Blankinship & Foster
California
$208K
AF
364
Alerus Financial
North Dakota
$207K
NAS
365
Nicolet Advisory Services
Wisconsin
$207K
SW
366
SVB Wealth
Massachusetts
$205K
NCM
367
Narwhal Capital Management
Georgia
$204K
RFWA
368
RPg Family Wealth Advisory
Massachusetts
$197K
CPA
369
Capital Planning Advisors
California
$189K +$189K +2,368 New
PFBT
370
Parkside Financial Bank & Trust
Missouri
$188K
VNA
371
Valley National Advisers
Pennsylvania
$185K
FIB
372
First Interstate Bank
Montana
$184K
MWP
373
MYCIO Wealth Partners
Pennsylvania
$180K
TSW
374
Thompson Siegel & Walmsley
Virginia
$177K +$6.57K +82 +4%
BCA
375
Berman Capital Advisors
Georgia
$175K +$319 +4 +0.2%