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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 %
PCTC
426
Perkins Coie Trust Company
Washington
$7K
TAM
427
Townsend Asset Management
North Carolina
$7K
SIS
428
Sound Income Strategies
Florida
$7K
TF
429
Tompkins Financial
New York
$6K
MFT
430
Moisand Fitzgerald Tamayo
Florida
$5K
JPLA
431
Joseph P. Lucia & Associates
New York
$5K
MAM
432
Meeder Asset Management
Ohio
$5K +$5K +68 New
CWC
433
Carolinas Wealth Consulting
North Carolina
$5K +$5K +72 New
WFMPM
434
Woodley Farra Manion Portfolio Management
Indiana
$5K +$5K +76 New
RCA
435
Rowland Carmichael Advisors
Arizona
$4K
LWA
436
Lenox Wealth Advisors
New York
$4K +$4K +54 New
AIC
437
Archer Investment Corporation
Indiana
$3.86K
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59K
KFS
439
Kelly Financial Services
Massachusetts
$3.26K
AA
440
Ancora Advisors
Ohio
$3K -$2.4K -32 -44%
RMC
441
Resources Management Corp
Connecticut
$3K
SFSIG
442
San Francisco Sentry Investment Group
California
$2K -$20.3K -366 -91%
HI
443
Hudock Inc
Pennsylvania
$2K
ACA
444
Aptus Capital Advisors
Alabama
$2K
IA
445
Independence Advisors
Pennsylvania
$2K
PCFFS
446
Pacific Center for Financial Services
California
$2K +$2K +34 New
TSW
447
Thompson Siegel & Walmsley
Virginia
$1K -$861K -17,212 -100%
GI
448
Gradient Investments
Minnesota
$1K +$1K +8 New
JG
449
Jefferies Group
New York
$864 +$864 +13,000 New
HC
450
HNP Capital
New York
-$6.99M -124,268 Closed