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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 %
CS
51
Credit Suisse
Switzerland
$11.6M +$8.91M +111,746 +337%
M&T Bank
52
M&T Bank
New York
$11.5M -$310K -3,890 -3%
KPCM
53
Kings Point Capital Management
New York
$10.8M +$134K +1,682 +1%
CAL
54
Capital Advisors Ltd
Ohio
$10.6M -$528K -6,626 -5%
UWPG
55
Ullmann Wealth Partners Group
Florida
$10.5M +$49K +614 +0.5%
FHB
56
First Hawaiian Bank
Hawaii
$10.5M -$1.15M -14,464 -10%
HighTower Advisors
57
HighTower Advisors
Illinois
$10.3M +$84.3K +1,060 +0.8%
GIA
58
GHP Investment Advisors
Colorado
$9.7M -$187K -2,342 -2%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$9.13M +$181K +2,274 +2%
CPSAC
60
Chas P. Smith & Associates (CPS)
Florida
$9.12M -$28.2K -354 -0.3%
CC
61
Courier Capital
New York
$9.1M +$76.7K +962 +0.9%
KWMG
62
King Wealth Management Group
Florida
$8.98M +$101K +1,266 +1%
EPP
63
ETF Portfolio Partners
Kansas
$8.57M +$139K +1,740 +2%
GT
64
Greenleaf Trust
Michigan
$8.36M -$7.34K -92 -0.1%
AMG
65
Asset Management Group
Connecticut
$7.9M -$126K -1,580 -2%
CA
66
Centerpoint Advisors
Massachusetts
$7.59M +$2.88M +36,116 +61%
MIAN
67
Mariner Independent Advisor Network
Kansas
$7.24M -$24K -300 -0.3%
Goldman Sachs
68
Goldman Sachs
New York
$7.01M +$371K +4,652 +6%
US Bancorp
69
US Bancorp
Minnesota
$6.89M +$120K +1,502 +2%
Creative Planning
70
Creative Planning
Kansas
$6.8M +$4.77M +59,878 +235%
Mariner
71
Mariner
Kansas
$6.57M +$1.98M +24,796 +43%
LMIM
72
Lockheed Martin Investment Management
Maryland
$6.15M -$3.01M -37,800 -33%
CFB
73
Cullen/Frost Bankers
Texas
$6.09M +$232K +2,908 +4%
CG
74
Colony Group
Massachusetts
$6.08M -$88.7K -1,112 -1%
GLA
75
Great Lakes Advisors
Illinois
$6.03M -$7.5K -94 -0.1%