IJJ icon

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 %
TWA
401
TCI Wealth Advisors
Arizona
$32K
CIAS
402
Capital Investment Advisory Services
North Carolina
$30K -$39.6K -592 -57%
CFD
403
Creative Financial Designs
Indiana
$30K +$136 +2 +0.5%
LWM
404
Liberty Wealth Management
California
$28K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$27K
ZB
406
Zions Bancorporation
Utah
$27K
YAL
407
Your Advocates Ltd
Texas
$27K
KCM
408
Kathmere Capital Management
Pennsylvania
$27K +$27K +406 New
CA
409
Crewe Advisors
Utah
$26K +$26K +380 New
SC
410
Steph & Co
Wisconsin
$25K
GI
411
Gradient Investments
Minnesota
$24K +$23.5K +348 +4,350%
CCM
412
Covington Capital Management
California
$23K
HPC
413
HM Payson & Co
Maine
$23K +$23K +340 New
SSB
414
Sandy Spring Bank
Maryland
$21K -$20.9K -320 -50%
SIAP
415
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K
FFA
416
Founders Financial Alliance
North Carolina
$21K +$21K +298 New
GEA
417
Glen Eagle Advisors
New Jersey
$20.2K -$7.01K -104 -26%
CI
418
Cordant Inc
Oregon
$20K
IBOK
419
Independence Bank of Kentucky
Kentucky
$19K
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$19K +$19K +280 New
FCM
421
Firestone Capital Management
Florida
$18K
CICI
422
Capital Investment Counsel Inc
North Carolina
$18K
BFC
423
Bedel Financial Consulting
Indiana
$18K
FP
424
Financial Perspectives
Minnesota
$17.7K
CTB
425
Country Trust Bank
Illinois
$17K