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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 %
PCTC
451
Perkins Coie Trust Company
Washington
$9K
LWM
452
Liberty Wealth Management
California
$9K
SIS
453
Sound Income Strategies
Florida
$8K -$15.8K -198 -66%
CTC
454
Central Trust Company
Missouri
$8K
JPLA
455
Joseph P. Lucia & Associates
New York
$6K
MFT
456
Moisand Fitzgerald Tamayo
Florida
$6K
CI
457
Conning Inc
Connecticut
$6K +$6K +74 New
AIC
458
Archer Investment Corporation
Indiana
$5K
WWM
459
Willingdon Wealth Management
North Carolina
$5K +$5K +60 New
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.32K
WEC
461
Winslow Evans & Crocker
Massachusetts
$4K
RMC
462
Resources Management Corp
Connecticut
$4K +$4K +50 New
KFS
463
Kelly Financial Services
Massachusetts
$3.86K
PWMG
464
Prestige Wealth Management Group
New Jersey
$3K
LDFR
465
Lehman & Derafelo Financial Resources
Pennsylvania
$3K
UB
466
UMB Bank
Missouri
$2.03K +$82 +1,028 +4%
GT
467
Glenmede Trust
Pennsylvania
$2K +$33 +408 +2%
AMCA
468
Arthur M. Cohen & Associates
Illinois
$948 -$68 -854 -7%
SWP
469
Strategic Wealth Partners
Ohio
$54 -$9 -116 -14%
LMIM
470
Lockheed Martin Investment Management
Maryland
-$6.15M -77,116 Closed
RCAG
471
Rehmann Capital Advisory Group
Michigan
-$5.8M -72,686 Closed
CC
472
Chanos & Company
New York
-$3.71M -46,576 Closed
Citadel Advisors
473
Citadel Advisors
Florida
-$2.95M -37,022 Closed
VCM
474
Vivaldi Capital Management
Illinois
-$1.17M -14,700 Closed
PFO
475
Pathstone Family Office
New Jersey
-$1.16M -14,530 Closed