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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 %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$28.4M +$1.32M +16,468 +5%
BF
27
BOK Financial
Oklahoma
$28M -$367K -4,594 -1%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$27M +$372K +4,656 +1%
SL
29
Salomon & Ludwin
Virginia
$26.3M -$481K -6,016 -2%
MCM
30
MAI Capital Management
Ohio
$24.8M +$137K +1,708 +0.6%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$24M +$419K +5,242 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$23.3M -$859K -10,746 -4%
CIM
33
Confluence Investment Management
Missouri
$23.2M +$4.06M +50,830 +21%
NFG
34
Noven Financial Group
Colorado
$23M +$23M +287,286 New
WIA
35
World Investment Advisors
California
$21.9M +$21.9M +273,794 New
KeyBank National Association
36
KeyBank National Association
Ohio
$20.6M -$2.8M -35,034 -12%
RCA
37
Rex Capital Advisors
Rhode Island
$19.9M -$1.08M -13,522 -5%
1IA
38
1834 Investment Advisors
Wisconsin
$18.8M +$872K +10,902 +5%
DPIM
39
Duff & Phelps Investment Management
Illinois
$18.2M
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$17.9M +$551K +6,898 +3%
FMC
41
First Merchants Corp
Indiana
$17.2M -$250K -3,126 -1%
FAM
42
Flaharty Asset Management
Florida
$15.6M +$82.7K +1,034 +0.5%
EIP
43
Ellis Investment Partners
Pennsylvania
$15.6M -$48.6K -620 -0.3%
SEI Investments
44
SEI Investments
Pennsylvania
$15.4M +$15.4M +2,502 New
LFS
45
Lutz Financial Services
Nebraska
$14.7M -$83K -1,038 -0.6%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$14.6M -$1.83M -22,852 -11%
TYCC
47
Texas Yale Capital Corp
Florida
$14.5M -$68.8K -860 -0.5%
SFI
48
SPC Financial Inc
Maryland
$13.9M +$79.3K +992 +0.6%
SPIA
49
Steward Partners Investment Advisory
New York
$12.6M +$525K +6,572 +4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$12.3M +$136K +1,712 +1%