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iShares S&P Mid-Cap 400 Value ETF

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
476
Financial Architects (New Jersey)
New Jersey
$34K
ZB
477
Zions Bancorporation
Utah
$34K
VCP
478
Verus Capital Partners
Arizona
$32K +$32K +378 New
BFC
479
Bedel Financial Consulting
Indiana
$31K
CIM
480
Contravisory Investment Management
Massachusetts
$30K
HI
481
Hudock Inc
Pennsylvania
$29K +$167 +2 +0.6%
CAAS
482
Capital Asset Advisory Services
Michigan
$29K +$29K +344 New
HPC
483
HM Payson & Co
Maine
$28K
SIAP
484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K
MCM
485
Manchester Capital Management
Vermont
$26K
AA
486
Ancora Advisors
Ohio
$26K +$26K +302 New
GDP
487
Great Diamond Partners
Maine
$26K +$26K +308 New
CI
488
Cordant Inc
Oregon
$25K +$25K +290 New
HWM
489
Howard Wealth Management
Connecticut
$25K +$25K +300 New
CBT
490
Capital Bank & Trust
California
$24K
IF
491
Ironwood Financial
Arizona
$24K
IBOK
492
Independence Bank of Kentucky
Kentucky
$24K
CB
493
CNB Bank
Pennsylvania
$24K
CICI
494
Capital Investment Counsel Inc
North Carolina
$23K
FCM
495
Firestone Capital Management
Florida
$23K +$23K +270 New
FP
496
Financial Perspectives
Minnesota
$22.4K +$22.4K +262 New
CTB
497
Country Trust Bank
Illinois
$22K
TFS
498
TrustCore Financial Services
Tennessee
$21K +$9.24K +110 +79%
JWBC
499
John W. Brooker & Co
California
$21K +$21K +246 New
HCA
500
Horan Capital Advisors
Ohio
$20K