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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 %
FPB
376
First PREMIER Bank
South Dakota
$64K +$64K +950 New
OC
377
Oakworth Capital
Alabama
$61K
WCG
378
Weaver Consulting Group
California
$59K
ST
379
Smithfield Trust
Pennsylvania
$58K
AA
380
Advisory Alpha
Michigan
$57K -$465K -6,428 -89%
VFA
381
Valeo Financial Advisors
Indiana
$56K
HIA
382
Harbor Investment Advisory
Maryland
$55K
ONST
383
Old North State Trust
North Carolina
$55K +$55K +818 New
LB
384
Legacy Bridge
Iowa
$54K
CHA
385
Carmichael Hill & Associates
Maryland
$54K +$135 +2 +0.3%
CFFP
386
Center for Financial Planning
Michigan
$51K
PMFA
387
Plante Moran Financial Advisors
Michigan
$50K +$41.3K +608 +475%
MF
388
Manchester Financial
California
$45K
BCA
389
Berman Capital Advisors
Georgia
$45K +$269 +4 +0.6%
TIM
390
Tortoise Investment Management
New York
$44K -$4.02K -60 -8%
KTC
391
Kistler-Tiffany Companies
Pennsylvania
$43K +$271 +4 +0.6%
EP
392
Eudaimonia Partners
Tennessee
$39K -$13.5K -200 -26%
FP
393
Fiduciary Planning
Florida
$39K +$39K +580 New
S
394
SignatureFD
Georgia
$37K -$3.46K -52 -9%
GWM
395
Geneos Wealth Management
Colorado
$35K -$2.63K -40 -7%
CFN
396
Cordasco Financial Network
Florida
$35K
TFGT
397
TS Financial Group (TSFG)
Illinois
$34K
MIM
398
Macroview Investment Management
Maryland
$34K +$134 +2 +0.4%
BWM
399
BerganKDV Wealth Management
Minnesota
$32K -$19.1K -286 -37%
ANBT
400
American National Bank & Trust
Texas
$32K