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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 %
MCM
426
Manchester Capital Management
Vermont
$24K -$40K -500 -63%
SIS
427
Sound Income Strategies
Florida
$24K +$15.9K +198 +198%
First Manhattan
428
First Manhattan
New York
$24K +$24K +316 New
IF
429
Ironwood Financial
Arizona
$22K
CBT
430
Capital Bank & Trust
California
$22K
IBOK
431
Independence Bank of Kentucky
Kentucky
$22K
CB
432
CNB Bank
Pennsylvania
$22K +$4.71K +60 +27%
CICI
433
Capital Investment Counsel Inc
North Carolina
$21K
CCM
434
Cribstone Capital Management
Maine
$21K
CTB
435
Country Trust Bank
Illinois
$20K
FHA
436
Flagship Harbor Advisors
Massachusetts
$18K
SFG
437
SevenBridge Financial Group
Pennsylvania
$17K
TL
438
TrueWealth LLC
Georgia
$16K
CBT
439
Central Bank & Trust
Kentucky
$16K
QCIG
440
Quad-Cities Investment Group
Iowa
$14K
OSNBOA
441
Old Second National Bank of Aurora
Illinois
$14K
BWM
442
BerganKDV Wealth Management
Minnesota
$14K
LGWM
443
Litman Gregory Wealth Management
California
$13K
CFGS
444
Concourse Financial Group Securities
Alabama
$13K +$13K +164 New
AF
445
Allworth Financial
California
$12K -$12.2K -152 -50%
RP
446
Rice Partnership
Hawaii
$12K +$12K +150 New
TFS
447
TrustCore Financial Services
Tennessee
$11K
ESB
448
Essex Savings Bank
Connecticut
$11K
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +138 New
PMFA
450
Plante Moran Financial Advisors
Michigan
$9K