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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 %
HPC
426
HM Payson & Co
Maine
$26K
First Manhattan
427
First Manhattan
New York
$25K
SIAP
428
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
MCM
429
Manchester Capital Management
Vermont
$24K
IF
430
Ironwood Financial
Arizona
$22K
CBT
431
Capital Bank & Trust
California
$22K
IBOK
432
Independence Bank of Kentucky
Kentucky
$22K
CB
433
CNB Bank
Pennsylvania
$22K
CICI
434
Capital Investment Counsel Inc
North Carolina
$21K
CCM
435
Cribstone Capital Management
Maine
$21K
CTB
436
Country Trust Bank
Illinois
$20K
HCA
437
Horan Capital Advisors
Ohio
$19K +$19K +240 New
FHA
438
Flagship Harbor Advisors
Massachusetts
$18K
QCIG
439
Quad-Cities Investment Group
Iowa
$18K +$4.19K +54 +30%
TL
440
TrueWealth LLC
Georgia
$16K
CBT
441
Central Bank & Trust
Kentucky
$16K
OSNBOA
442
Old Second National Bank of Aurora
Illinois
$14K
BWM
443
BerganKDV Wealth Management
Minnesota
$14K
LGWM
444
Litman Gregory Wealth Management
California
$13K
CFGS
445
Concourse Financial Group Securities
Alabama
$13K
RP
446
Rice Partnership
Hawaii
$12K
EWM
447
Edge Wealth Management
New York
$12K +$12K +160 New
TFS
448
TrustCore Financial Services
Tennessee
$11K
KWA
449
KCS Wealth Advisory
California
$9.75K +$9.75K +122 New
PMFA
450
Plante Moran Financial Advisors
Michigan
$9K