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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 %
PCTC
451
Perkins Coie Trust Company
Washington
$9K
LWM
452
Liberty Wealth Management
California
$9K
CTC
453
Central Trust Company
Missouri
$8K
MWM
454
Merriman Wealth Management
Washington
$6.26K -$33.6K -41,862 -84%
JPLA
455
Joseph P. Lucia & Associates
New York
$6K -$969K -12,592 -99%
MFT
456
Moisand Fitzgerald Tamayo
Florida
$6K
AIC
457
Archer Investment Corporation
Indiana
$5K
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.31K
WEC
459
Winslow Evans & Crocker
Massachusetts
$4K +$4K +32 New
KFS
460
Kelly Financial Services
Massachusetts
$3.83K
MWM
461
Meridian Wealth Management
Kentucky
$3.18K +$11 +14 +0.4%
PWMG
462
Prestige Wealth Management Group
New Jersey
$3K -$32.1K -406 -91%
LDFR
463
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$3K +32 New
GT
464
Glenmede Trust
Pennsylvania
$1.96K
UB
465
UMB Bank
Missouri
$1.94K -$107 -1,344 -5%
KCPG
466
Kavar Capital Partners Group
Kansas
$1K +$1K +12 New
LHC
467
Little House Capital
Massachusetts
$575
NFG
468
Noven Financial Group
Colorado
-$23.9M -305,090 Closed
AI
469
Atria Investments
North Carolina
-$3.94M -50,130 Closed
SS
470
Simplicity Solutions
Minnesota
-$2.04M -25,996 Closed
IWS
471
Insight Wealth Strategies
California
-$889K -11,330 Closed
MSAM
472
Moloney Securities Asset Management
Missouri
-$505K -6,436 Closed
FA
473
FDx Advisors
Illinois
-$392K -4,996 Closed
DIA
474
Dana Investment Advisors
Wisconsin
-$357K -4,548 Closed
FMBTD
475
First Midwest Bank Trust Division
Illinois
-$343K -4,370 Closed