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iShares S&P Mid-Cap 400 Value ETF

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
426
Smithfield Trust
Pennsylvania
$146K
GWS
427
Glassman Wealth Services
Virginia
$139K
CCM
428
Covington Capital Management
California
$127K
WB
429
West Bancorporation
Iowa
$124K +$124K +1,448 New
AIM
430
Acropolis Investment Management
Missouri
$117K +$342 +4 +0.3%
SBSB
431
Sullivan, Bruyette, Speros & Blaney
Virginia
$116K -$56.4K -658 -33%
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$115K -$5.44K -64 -5%
RIA
433
Realta Investment Advisors
Delaware
$115K +$11.4K +138 +11%
FEG
434
Financial Enhancement Group
Indiana
$114K -$3.94K -46 -3%
BB
435
Busey Bank
Illinois
$114K +$114K +1,338 New
BA
436
Ballast Advisors
Minnesota
$111K +$111K +1,296 New
JGIA
437
Jackson Grant Investment Advisers
Connecticut
$109K +$511 +6 +0.5%
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$108K
LFA
439
Lighthouse Financial Advisors
Maryland
$108K +$108K +1,272 New
AWA
440
Arkadios Wealth Advisors
Georgia
$104K +$104K +1,214 New
TCOV
441
Trust Company of Vermont
Vermont
$103K +$103K +1,208 New
CIAS
442
Capital Investment Advisory Services
North Carolina
$98K -$3.57K -42 -4%
VFA
443
Valeo Financial Advisors
Indiana
$93K +$6.84K +80 +8%
SIAS
444
Shine Investment Advisory Services
Colorado
$91K
GAM
445
Gemmer Asset Management
California
$87K
FWM
446
FSA Wealth Management
Massachusetts
$87K +$87K +1,016 New
SC
447
Steph & Co
Wisconsin
$85K +$85K +994 New
MF
448
Manchester Financial
California
$84K +$84K +982 New
OC
449
Oakworth Capital
Alabama
$77K
HWA
450
HCR Wealth Advisors
California
$77K +$77K +646 New