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iShares S&P Mid-Cap 400 Value ETF

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.28%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
401
Weaver Consulting Group
California
$72K
SFSIG
402
San Francisco Sentry Investment Group
California
$70K
TWA
403
TCI Wealth Advisors
Arizona
$67K
ONST
404
Old North State Trust
North Carolina
$65K
SB
405
Strategic Blueprint
Georgia
$64K +$64K +800 New
SSB
406
Sandy Spring Bank
Maryland
$62K
TIM
407
Tortoise Investment Management
New York
$57K
FCMT
408
Founders Capital Management (Texas)
Texas
$57K
CFG
409
Citizens Financial Group
Rhode Island
$55K
GWM
410
Geneos Wealth Management
Colorado
$52K
FMTCOCP
411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
KTC
412
Kistler-Tiffany Companies
Pennsylvania
$50K +$162 +2 +0.3%
S
413
SignatureFD
Georgia
$42K
TFGT
414
TS Financial Group (TSFG)
Illinois
$41K -$961 -12 -2%
CFN
415
Cordasco Financial Network
Florida
$41K
ANBT
416
American National Bank & Trust
Texas
$37K
FCFS
417
First Command Financial Services
Texas
$37K
FCB
418
First Command Bank
Texas
$37K
TW
419
Towerpoint Wealth
California
$36K +$36K +450 New
ZB
420
Zions Bancorporation
Utah
$32K
FANJ
421
Financial Architects (New Jersey)
New Jersey
$32K
TF
422
Tompkins Financial
New York
$30K -$4.11K -52 -12%
BFC
423
Bedel Financial Consulting
Indiana
$29K
CIM
424
Contravisory Investment Management
Massachusetts
$28K +$28K +352 New
HI
425
Hudock Inc
Pennsylvania
$27K +$156 +2 +0.6%