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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 %
SSB
401
Sandy Spring Bank
Maryland
$62K +$10.7K +134 +21%
TIM
402
Tortoise Investment Management
New York
$57K
FCMT
403
Founders Capital Management (Texas)
Texas
$56K +$316 +4 +0.6%
CFG
404
Citizens Financial Group
Rhode Island
$55K
IWA
405
IBEX Wealth Advisors
New Jersey
$53K +$53K +668 New
GWM
406
Geneos Wealth Management
Colorado
$52K
FMTCOCP
407
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
KTC
408
Kistler-Tiffany Companies
Pennsylvania
$49K -$40.4K -508 -45%
TFGT
409
TS Financial Group (TSFG)
Illinois
$42K
CFN
410
Cordasco Financial Network
Florida
$41K
S
411
SignatureFD
Georgia
$41K
EWM
412
Executive Wealth Management
Michigan
$37K -$3.91M -49,440 -99%
ANBT
413
American National Bank & Trust
Texas
$37K
FCFS
414
First Command Financial Services
Texas
$37K +$37K +460 New
FCB
415
First Command Bank
Texas
$37K +$37K +460 New
TF
416
Tompkins Financial
New York
$34K
AOWM
417
Alpha Omega Wealth Management
Virginia
$32K -$4.16K -52 -12%
FANJ
418
Financial Architects (New Jersey)
New Jersey
$32K
ZB
419
Zions Bancorporation
Utah
$32K
BFC
420
Bedel Financial Consulting
Indiana
$29K +$7.57K +96 +35%
HI
421
Hudock Inc
Pennsylvania
$27K +$157 +2 +0.6%
HPC
422
HM Payson & Co
Maine
$26K +$26K +324 New
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$25K
DSC
424
Duncker Streett & Co
Missouri
$25K
SIAP
425
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K