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iShares S&P Mid-Cap 400 Value ETF

451 hedge funds and large institutions have $2.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-15
Holders Change %
-3.22%
% of All Funds
9.27%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
43
Increased
103
Reduced
210
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$21.2M -$3.22M -48,424 -13%
MCM
27
MAI Capital Management
Ohio
$19.6M +$44.1K +664 +0.2%
RCA
28
Rex Capital Advisors
Rhode Island
$18.2M -$1.15M -17,332 -6%
1IA
29
1834 Investment Advisors
Wisconsin
$18.1M +$2.15M +32,298 +13%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$16.9M +$54K +812 +0.3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$16.4M -$520K -7,830 -3%
DPIM
32
Duff & Phelps Investment Management
Illinois
$15.4M +$133K +2,000 +0.9%
Osaic Holdings
33
Osaic Holdings
Arizona
$15.2M -$16.4M -246,048 -52%
Betterment LLC
34
Betterment LLC
New York
$14.9M -$6.01M -90,374 -29%
SL
35
Salomon & Ludwin
Virginia
$14.4M -$5.92M -89,082 -29%
KeyBank National Association
36
KeyBank National Association
Ohio
$13.7M -$927K -13,950 -6%
DCM
37
Dupont Capital Management
Delaware
$13.5M +$13.5M +203,122 New
SFI
38
SPC Financial Inc
Maryland
$13.3M +$1.63M +24,448 +14%
FMC
39
First Merchants Corp
Indiana
$12.9M -$720K -10,838 -5%
FAM
40
Flaharty Asset Management
Florida
$12.9M -$427K -6,430 -3%
MWM
41
Merriman Wealth Management
Washington
$11.2M +$11.2M +168,550 New
VOYA Investment Management
42
VOYA Investment Management
Georgia
$10.2M -$1.29M -19,440 -11%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$9.82M -$1.93M -29,096 -16%
LFS
44
Lutz Financial Services
Nebraska
$9.69M -$88K -1,324 -0.9%
EPP
45
ETF Portfolio Partners
Kansas
$8.91M +$28.8K +434 +0.3%
TYCC
46
Texas Yale Capital Corp
Florida
$8.59M -$58.8K -884 -0.7%
CC
47
Courier Capital
New York
$8.39M +$195K +2,954 +2%
CAL
48
Capital Advisors Ltd
Ohio
$8.31M -$352K -5,296 -4%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$8.29M -$2.09M -32,232 -20%
PAG
50
Private Advisor Group
New Jersey
$8.08M +$3.25M +48,962 +67%