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iShares S&P Mid-Cap 400 Value ETF

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
401
Citizens Financial Group
Rhode Island
$54K
NFG
402
Next Financial Group
Texas
$52K -$210K -2,696 -80%
NFH
403
NEXT Financial Holdings
Texas
$52K +$52K +666 New
SSB
404
Sandy Spring Bank
Maryland
$51K -$17.5K -220 -26%
GWM
405
Geneos Wealth Management
Colorado
$51K
Marshall Wace
406
Marshall Wace
United Kingdom
$51K +$51K +648 New
WCM
407
WealthBridge Capital Management
Ohio
$50K +$30K +374 +150%
FMTCOCP
408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K +$49K +624 New
DBT
409
Dubuque Bank & Trust
Iowa
$43K +$13.5K +174 +46%
S
410
SignatureFD
Georgia
$41K
TFGT
411
TS Financial Group (TSFG)
Illinois
$41K +$41K +524 New
CFN
412
Cordasco Financial Network
Florida
$40K
ANBT
413
American National Bank & Trust
Texas
$37K
OIA
414
Optimum Investment Advisors
Illinois
$36K
MFBTD
415
MB Financial Bank - Trust Department
Illinois
$35K
PWMG
416
Prestige Wealth Management Group
New Jersey
$35K
AOWM
417
Alpha Omega Wealth Management
Virginia
$35K +$11.8K +152 +51%
TF
418
Tompkins Financial
New York
$34K
FANJ
419
Financial Architects (New Jersey)
New Jersey
$31K
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$31K +$31K +398 New
ZB
421
Zions Bancorporation
Utah
$31K +$31K +400 New
HI
422
Hudock Inc
Pennsylvania
$26K
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$24K
DSC
424
Duncker Streett & Co
Missouri
$24K
SIAP
425
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K