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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 %
AWM
501
Atticus Wealth Management
Florida
$18K +$18K +212 New
TL
502
TrueWealth LLC
Georgia
$17K
CBT
503
Central Bank & Trust
Kentucky
$17K
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$16K -$84.2K -1,000 -84%
FHA
505
Flagship Harbor Advisors
Massachusetts
$16K -$3.79K -44 -19%
OSNBOA
506
Old Second National Bank of Aurora
Illinois
$15K
BWM
507
BerganKDV Wealth Management
Minnesota
$15K
CFGS
508
Concourse Financial Group Securities
Alabama
$15K +$698 +8 +5%
LGWM
509
Litman Gregory Wealth Management
California
$14K
EWM
510
Edge Wealth Management
New York
$14K
SWM
511
Sugarloaf Wealth Management
Georgia
$14K +$14K +160 New
MCWS
512
McKinley Carter Wealth Services
West Virginia
$14K +$14K +164 New
RP
513
Rice Partnership
Hawaii
$13K
LWA
514
Lenox Wealth Advisors
New York
$13K +$13K +150 New
TAM
515
Townsend Asset Management
North Carolina
$13K +$13K +150 New
BWM
516
Baystate Wealth Management
Massachusetts
$13K +$13K +152 New
1NWS
517
1 North Wealth Services
Maryland
$11K +$11K +124 New
LWM
518
Liberty Wealth Management
California
$10K
PMFA
519
Plante Moran Financial Advisors
Michigan
$10K
PCTC
520
Perkins Coie Trust Company
Washington
$10K
CTC
521
Central Trust Company
Missouri
$9K
SIS
522
Sound Income Strategies
Florida
$9K +$176 +2 +2%
TF
523
Tompkins Financial
New York
$8K -$26.5K -292 -77%
MWM
524
Maltin Wealth Management
New Jersey
$8K +$8K +96 New
MFT
525
Moisand Fitzgerald Tamayo
Florida
$7K