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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 %
SSW
426
Smith Shellnut Wilson
Mississippi
$16.2K -$103K -27,902 -86%
HCA
427
Horan Capital Advisors
Ohio
$16K +$16K +240 New
AWA
428
Arkadios Wealth Advisors
Georgia
$14.7K
TFS
429
TrustCore Financial Services
Tennessee
$13K -$4.11K -60 -24%
EW
430
Element Wealth
Mississippi
$13K
PFS
431
Prospera Financial Services
Texas
$12K -$544K -8,160 -98%
JWBC
432
John W. Brooker & Co
California
$12K -$2.32K -34 -16%
OSNBOA
433
Old Second National Bank of Aurora
Illinois
$12K
CFGS
434
Concourse Financial Group Securities
Alabama
$12K
TSW
435
Thompson Siegel & Walmsley
Virginia
$12K +$10.6K +152 +760%
LGWM
436
Litman Gregory Wealth Management
California
$11K
SWM
437
Sugarloaf Wealth Management
Georgia
$11K
F
438
F3Logic
Minnesota
$9.44K +$9.44K +140 New
PCTC
439
Perkins Coie Trust Company
Washington
$8K
SIS
440
Sound Income Strategies
Florida
$7K +$135 +2 +2%
TF
441
Tompkins Financial
New York
$6K
CWC
442
Carolinas Wealth Consulting
North Carolina
$5K
MFT
443
Moisand Fitzgerald Tamayo
Florida
$5K
PCFFS
444
Pacific Center for Financial Services
California
$5K +$2.64K +38 +112%
TWP
445
TFO Wealth Partners
Ohio
$5K +$5K +70 New
AWM
446
Adams Wealth Management
Utah
$5K +$5K +70 New
SBL
447
Sargent Bickham Lagudis
Colorado
$5K +$5K +72 New
RCA
448
Rowland Carmichael Advisors
Arizona
$4K
FCH
449
Freestone Capital Holdings
Washington
$3.78K +$3.78K +56 New
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.64K