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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 %
BFM
351
Boston Financial Management
Massachusetts
$118K +$118K +1,782 New
CAC
352
Certified Advisory Corp
Florida
$115K -$251K -3,770 -69%
SFS
353
Sowell Financial Services
Arkansas
$111K -$58.2K -876 -34%
CHC
354
City Holding Co
West Virginia
$110K -$5.87K -88 -5%
SMG
355
Spectrum Management Group
Indiana
$92K
FCB
356
First Command Bank
Texas
$90K
FCFS
357
First Command Financial Services
Texas
$90K
EI
358
Ellevest Inc
New York
$90K +$1.2K +18 +1%
EFSCE
359
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$400 -6 -0.4%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$88K +$3.73K +56 +4%
BA
361
Ballast Advisors
Minnesota
$86K
JGIA
362
Jackson Grant Investment Advisers
Connecticut
$86K +$398 +6 +0.5%
AAP
363
Arax Advisory Partners
Colorado
$85K -$91.5K -1,376 -52%
OPS
364
Orion Portfolio Solutions
Nebraska
$84K +$3.32K +50 +4%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$75K
HWA
366
HCR Wealth Advisors
California
$72K +$446 +4 +0.6%
QCG
367
Quadrant Capital Group
Ohio
$70K +$70K +1,054 New
CIAS
368
Capital Investment Advisory Services
North Carolina
$69K
GAM
369
Gemmer Asset Management
California
$68K
FWM
370
FSA Wealth Management
Massachusetts
$68K
TFO
371
Tarbox Family Office
California
$63K +$11.8K +178 +23%
OC
372
Oakworth Capital
Alabama
$61K
WCG
373
Weaver Consulting Group
California
$59K
ST
374
Smithfield Trust
Pennsylvania
$57K
VFA
375
Valeo Financial Advisors
Indiana
$55K -$6.39K -96 -10%