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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 %
GEA
401
Glen Eagle Advisors
New Jersey
$26.9K -$220K -3,312 -89%
SC
402
Steph & Co
Wisconsin
$25K
CCM
403
Covington Capital Management
California
$23K
CI
404
Cordant Inc
Oregon
$20K
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
BFC
406
Bedel Financial Consulting
Indiana
$18K -$6.35K -96 -26%
FCM
407
Firestone Capital Management
Florida
$18K
IBOK
408
Independence Bank of Kentucky
Kentucky
$18K
CICI
409
Capital Investment Counsel Inc
North Carolina
$18K
PWP
410
Principle Wealth Partners
Connecticut
$18K +$18K +270 New
FP
411
Financial Perspectives
Minnesota
$17.4K
TFS
412
TrustCore Financial Services
Tennessee
$17K
CTB
413
Country Trust Bank
Illinois
$17K
JWBC
414
John W. Brooker & Co
California
$14K -$2.4K -36 -15%
AWM
415
Apollon Wealth Management
South Carolina
$14K +$14K +204 New
AWA
416
Arkadios Wealth Advisors
Georgia
$13.3K -$50.5K -766 -79%
TL
417
TrueWealth LLC
Georgia
$13K
EW
418
Element Wealth
Mississippi
$13K +$13K +200 New
OSNBOA
419
Old Second National Bank of Aurora
Illinois
$12K
CFGS
420
Concourse Financial Group Securities
Alabama
$11K
LGWM
421
Litman Gregory Wealth Management
California
$11K
SWM
422
Sugarloaf Wealth Management
Georgia
$11K
BEI
423
Benjamin Edwards Inc
Missouri
$10K -$734K -10,716 -99%
RP
424
Rice Partnership
Hawaii
$10K
PMFA
425
Plante Moran Financial Advisors
Michigan
$9K