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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 %
KFS
451
Kelly Financial Services
Massachusetts
$3.32K +$133 +2 +4%
RMC
452
Resources Management Corp
Connecticut
$3K
AA
453
Ancora Advisors
Ohio
$3K
BFG
454
Baron Financial Group
New Jersey
$2.29K +$2.29K +34 New
HI
455
Hudock Inc
Pennsylvania
$2K
SFSIG
456
San Francisco Sentry Investment Group
California
$2K
ACA
457
Aptus Capital Advisors
Alabama
$2K
IA
458
Independence Advisors
Pennsylvania
$2K
FGA
459
Fortis Group Advisors
New Jersey
$2K +$2K +38 New
RWA
460
Ropes Wealth Advisors
Massachusetts
$1K +$1K +18 New
VOYA Investment Management
461
VOYA Investment Management
Georgia
-$10.2M -152,804 Closed
TA
462
Townsend & Associates
Colorado
-$1.79M -26,914 Closed
OC
463
Oppenheimer & Co
New York
-$816K -12,270 Closed
NL
464
NWAM LLC
Washington
-$657K -9,886 Closed
LWAC
465
Laurel Wealth Advisors (California)
California
-$564K -8,478 Closed
PPW
466
Parcion Private Wealth
Washington
-$546K -8,190 Closed
LHC
467
Little House Capital
Massachusetts
-$250K -3,774 Closed
NAM
468
NorthCoast Asset Management
Connecticut
-$237K -3,560 Closed
SIC
469
Sigma Investment Counselors
Michigan
-$223K -3,360 Closed
IB
470
Intrust Bank
Kansas
-$205K -3,090 Closed
FMWA
471
Forvis Mazars Wealth Advisors
Missouri
-$205K -3,088 Closed
AP
472
Appleton Partners
Massachusetts
-$204K -3,070 Closed
PIMG
473
Patriot Investment Management Group
Tennessee
-$148K -2,232 Closed
BFM
474
Boston Financial Management
Massachusetts
-$118K -1,782 Closed
OPS
475
Orion Portfolio Solutions
Nebraska
-$84K -1,266 Closed