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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 %
HIA
376
Harbor Investment Advisory
Maryland
$55K +$4.02K +60 +8%
LB
377
Legacy Bridge
Iowa
$53K -$90.8K -1,370 -63%
CHA
378
Carmichael Hill & Associates
Maryland
$53K +$266 +4 +0.5%
EP
379
Eudaimonia Partners
Tennessee
$52K
BWM
380
BerganKDV Wealth Management
Minnesota
$51K +$39.1K +586 +329%
CFFP
381
Center for Financial Planning
Michigan
$50K
TIM
382
Tortoise Investment Management
New York
$48K
MF
383
Manchester Financial
California
$45K
BCA
384
Berman Capital Advisors
Georgia
$44K -$102K -1,540 -70%
HFA
385
Hoover Financial Advisors
Pennsylvania
$44K +$44K +662 New
SSB
386
Sandy Spring Bank
Maryland
$43K
KTC
387
Kistler-Tiffany Companies
Pennsylvania
$42K +$533 +8 +1%
S
388
SignatureFD
Georgia
$40K +$5.79K +88 +17%
GWM
389
Geneos Wealth Management
Colorado
$36K -$7.55K -120 -17%
MIM
390
Macroview Investment Management
Maryland
$34K -$1.34K -20 -4%
CFN
391
Cordasco Financial Network
Florida
$34K
TFGT
392
TS Financial Group (TSFG)
Illinois
$33K
TWA
393
TCI Wealth Advisors
Arizona
$31K
ANBT
394
American National Bank & Trust
Texas
$31K
CFD
395
Creative Financial Designs
Indiana
$29K +$29K +440 New
FANJ
396
Financial Architects (New Jersey)
New Jersey
$27K
ZB
397
Zions Bancorporation
Utah
$27K
YAL
398
Your Advocates Ltd
Texas
$27K
LWM
399
Liberty Wealth Management
California
$27K +$19.5K +298 +261%
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$27K +$27K +402 New