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iShares S&P Mid-Cap 400 Value ETF

445 hedge funds and large institutions have $3.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+17
Holders Change %
+3.97%
% of All Funds
9.93%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
75
Increased
160
Reduced
115
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
376
WealthTrust-Arizona
Arizona
$56K +$278 +4 +0.5%
EWA
377
ERTS Wealth Advisors
Michigan
$56K +$56K +814 New
SWP
378
Strategic Wealth Partners
Ohio
$52K
FCMT
379
Founders Capital Management (Texas)
Texas
$52K +$552 +8 +1%
OC
380
Oakworth Capital
Alabama
$50K -$12.3K -180 -20%
TIM
381
Tortoise Investment Management
New York
$50K
BCA
382
Berman Capital Advisors
Georgia
$48K +$48K +700 New
CFG
383
Citizens Financial Group
Rhode Island
$47K
Chevy Chase Trust
384
Chevy Chase Trust
Maryland
$47K +$47K +678 New
GWM
385
Geneos Wealth Management
Colorado
$45K -$27.5K -402 -38%
S
386
SignatureFD
Georgia
$36K
CFN
387
Cordasco Financial Network
Florida
$36K
CAM
388
Cresset Asset Management
Illinois
$35K +$35K +500 New
RCAG
389
Rehmann Capital Advisory Group
Michigan
$34.9K -$4.71M -68,030 -99%
ANBT
390
American National Bank & Trust
Texas
$32K
OIA
391
Optimum Investment Advisors
Illinois
$32K
MFBTD
392
MB Financial Bank - Trust Department
Illinois
$31K
PWMG
393
Prestige Wealth Management Group
New Jersey
$31K +$31K +444 New
MG
394
MilWealth Group
Wisconsin
$30.9K +$30.9K +446 New
TF
395
Tompkins Financial
New York
$30K
UBS AM
396
UBS AM
Illinois
$28.8K -$1.38K -20 -5%
FANJ
397
Financial Architects (New Jersey)
New Jersey
$28K
CCM
398
Cribstone Capital Management
Maine
$27K
DBT
399
Dubuque Bank & Trust
Iowa
$26K
FEG
400
Financial Enhancement Group
Indiana
$26K