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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 %
SEI Investments
476
SEI Investments
Pennsylvania
-$333K -4,242 Closed
BAS
477
Brown Advisory Securities
Maryland
-$278K -3,546 Closed
WA
478
Wealth Architects
California
-$244K -3,102 Closed
CIA
479
Choate Investment Advisors
Massachusetts
-$242K -3,080 Closed
AllianceBernstein
480
AllianceBernstein
Tennessee
-$242K -3,078 Closed
GC
481
Grimes & Company
Massachusetts
-$221K -2,814 Closed
SWM
482
SeaCrest Wealth Management
New York
-$190K -2,422 Closed
CHP
483
Cable Hill Partners
Oregon
-$118K -1,500 Closed
Marshall Wace
484
Marshall Wace
United Kingdom
-$51K -648 Closed
WCM
485
WealthBridge Capital Management
Ohio
-$50K -624 Closed
OIA
486
Optimum Investment Advisors
Illinois
-$36K -460 Closed
HCA
487
Horan Capital Advisors
Ohio
-$19K -240 Closed
KL
488
KWMG LLC
Kansas
-$13K -166 Closed
WTB
489
Washington Trust Bank
Washington
-$13K -160 Closed
MFW
490
Mosaic Family Wealth
Missouri
-$12K -150 Closed
BBHC
491
Brown Brothers Harriman & Co
New York
-$11K -138 Closed
AWM
492
Aevitas Wealth Management
Massachusetts
-$9K -118 Closed
SQA
493
Simon Quick Advisors
New Jersey
-$7K -92 Closed
WWM
494
Willingdon Wealth Management
North Carolina
-$6K -82 Closed
LFA
495
Legacy Financial Advisors
Kentucky
-$6K -74 Closed
AssetMark Inc
496
AssetMark Inc
California
-$4K -48 Closed
QAM
497
QCI Asset Management
New York
-$3K -44 Closed
RIA
498
RPG Investment Advisory
California
-$3K -42 Closed
CFD
499
Creative Financial Designs
Indiana
-$3K -40 Closed