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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 %
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$160K -$158K -2,318 -50%
VNA
352
Valley National Advisers
Pennsylvania
$158K
WB
353
West Bancorporation
Iowa
$150K -$20.5K -304 -12%
FRA
354
Front Row Advisors
California
$148K +$74K +1,776 +100%
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$146K -$87.4K -1,236 -37%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$134K +$270 +4 +0.2%
CDIA
357
Capital Directions Investment Advisors
Georgia
$123K +$123K +1,822 New
SFS
358
Sowell Financial Services
Arkansas
$113K
CHC
359
City Holding Co
West Virginia
$111K
QCG
360
Quadrant Capital Group
Ohio
$107K +$35.8K +530 +50%
CIA
361
Choate Investment Advisors
Massachusetts
$104K +$104K +1,540 New
SMG
362
Spectrum Management Group
Indiana
$93K
FCFS
363
First Command Financial Services
Texas
$92K
FCB
364
First Command Bank
Texas
$92K
EI
365
Ellevest Inc
New York
$91K
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$90K
JGIA
367
Jackson Grant Investment Advisers
Connecticut
$88K +$539 +8 +0.6%
BA
368
Ballast Advisors
Minnesota
$87K
AAP
369
Arax Advisory Partners
Colorado
$87K +$407 +6 +0.5%
HWA
370
HCR Wealth Advisors
California
$77K -$480 -4 -0.6%
PFBT
371
Parkside Financial Bank & Trust
Missouri
$76K
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$69K -$19.8K -294 -22%
GAM
373
Gemmer Asset Management
California
$69K
GCM
374
Gables Capital Management
Florida
$67K
TFO
375
Tarbox Family Office
California
$64K