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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 %
IWM
476
IHT Wealth Management
Illinois
-$206K -3,758 Closed
Brown Advisory
477
Brown Advisory
Maryland
-$202K -3,676 Closed
CDIA
478
Capital Directions Investment Advisors
Georgia
-$100K -1,822 Closed
GWS
479
Glassman Wealth Services
Virginia
-$90K -1,632 Closed
CAN
480
Claraphi Advisory Network
United States
-$85K -1,550 Closed
FEG
481
Financial Enhancement Group
Indiana
-$73K -1,330 Closed
SIAS
482
Shine Investment Advisory Services
Colorado
-$59K -1,070 Closed
SAM
483
S.A. Mason
Michigan
-$48K -880 Closed
ONST
484
Old North State Trust
North Carolina
-$45K -818 Closed
MCM
485
MV Capital Management
Maryland
-$41K -756 Closed
CBT
486
Capital Bank & Trust
California
-$40K -734 Closed
FMTCOCP
487
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$34K -624 Closed
KFI
488
Key Financial Inc
Pennsylvania
-$32K -578 Closed
CP
489
Covenant Partners
Tennessee
-$30K -544 Closed
SWA
490
Stratos Wealth Advisors
Ohio
-$22K -400 Closed
MCM
491
Manchester Capital Management
Vermont
-$16K -300 Closed
CB
492
CNB Bank
Pennsylvania
-$15K -280 Closed
RFM
493
Royal Fund Management
Florida
-$10K -190 Closed
BWM
494
Baystate Wealth Management
Massachusetts
-$8K -154 Closed
SQA
495
Simon Quick Advisors
New Jersey
-$8K -150 Closed
EWM
496
Elmwood Wealth Management
California
-$11.3K -146 Closed
AT
497
Arden Trust
Delaware
-$7K -124 Closed
MWM
498
MBE Wealth Management
Wisconsin
-$5K -108 Closed
CTC
499
Central Trust Company
Missouri
-$5K -100 Closed
BAMG
500
Brand Asset Management Group
Missouri
-$4K -72 Closed