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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 %
GWS
376
Glassman Wealth Services
Virginia
$130K
FNB
377
Farmers National Bank
Kentucky
$122K -$5.76K -72 -5%
CCM
378
Covington Capital Management
California
$119K
EFSCE
379
Enterprise Financial Services Corp (EFSC)
Missouri
$112K -$41.9K -530 -27%
CDIA
380
Capital Directions Investment Advisors
Georgia
$112K
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$112K +$80.3K +1,008 +253%
FEG
382
Financial Enhancement Group
Indiana
$110K
DWM
383
Destination Wealth Management
California
$107K -$2.71K -34 -2%
EI
384
Ellevest Inc
New York
$106K +$106K +1,332 New
RIA
385
Realta Investment Advisors
Delaware
$104K +$28.9K +364 +39%
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$101K
JGIA
387
Jackson Grant Investment Advisers
Connecticut
$101K +$319 +4 +0.3%
CIAS
388
Capital Investment Advisory Services
North Carolina
$98K -$11.5K -144 -10%
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$95K
SIAS
390
Shine Investment Advisory Services
Colorado
$85K
VFA
391
Valeo Financial Advisors
Indiana
$84K
GAM
392
Gemmer Asset Management
California
$81K
MF
393
Manchester Financial
California
$78K +$78K +982 New
DWM
394
Doyle Wealth Management
Florida
$75K +$75K +944 New
OC
395
Oakworth Capital
Alabama
$73K +$14.6K +182 +25%
SFSIG
396
San Francisco Sentry Investment Group
California
$70K -$19.7K -246 -22%
WCG
397
Weaver Consulting Group
California
$70K
TWA
398
TCI Wealth Advisors
Arizona
$67K
ONST
399
Old North State Trust
North Carolina
$65K
SWP
400
Strategic Wealth Partners
Ohio
$65K +$9.24K +116 +17%