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iShares S&P Mid-Cap 400 Value ETF

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.28%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$12.3M +$356K +4,458 +3%
M&T Bank
52
M&T Bank
New York
$11.4M -$134K -1,682 -1%
CAL
53
Capital Advisors Ltd
Ohio
$11.3M -$281K -3,232 -2%
HighTower Advisors
54
HighTower Advisors
Illinois
$11M +$639K +8,004 +6%
KPCM
55
Kings Point Capital Management
New York
$10.8M +$31.5K +394 +0.3%
UWPG
56
Ullmann Wealth Partners Group
Florida
$10.4M -$197K -2,462 -2%
MWM
57
Merriman Wealth Management
Washington
$10.3M +$9.66M +120,806 +1,548%
FHB
58
First Hawaiian Bank
Hawaii
$9.81M -$673K -8,412 -6%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$9.56M +$405K +5,068 +4%
GIA
60
GHP Investment Advisors
Colorado
$9.44M -$279K -3,496 -3%
KWMG
61
King Wealth Management Group
Florida
$9.22M +$213K +2,670 +2%
CC
62
Courier Capital
New York
$8.79M -$35.8K -462 -0.4%
CPSAC
63
Chas P. Smith & Associates (CPS)
Florida
$8.65M -$487K -6,096 -5%
EPP
64
ETF Portfolio Partners
Kansas
$8.57M -$26.1K -326 -0.3%
GT
65
Greenleaf Trust
Michigan
$8.38M +$3.04K +38 +0%
Lido Advisors
66
Lido Advisors
California
$8.13M +$4.66M +58,224 +134%
RFC
67
Regions Financial Corp
Alabama
$7.91M -$5.11M -63,918 -39%
CA
68
Centerpoint Advisors
Massachusetts
$7.91M +$297K +3,718 +4%
AMG
69
Asset Management Group
Connecticut
$7.74M -$188K -2,350 -2%
MIAN
70
Mariner Independent Advisor Network
Kansas
$7.44M +$355K +4,524 +5%
US Bancorp
71
US Bancorp
Minnesota
$7.3M +$401K +5,016 +6%
Goldman Sachs
72
Goldman Sachs
New York
$7.2M +$169K +2,108 +2%
Creative Planning
73
Creative Planning
Kansas
$7.03M +$212K +2,652 +3%
MGIA
74
Moneta Group Investment Advisors
Missouri
$6.79M +$1.09M +13,654 +19%
Mariner
75
Mariner
Kansas
$6.71M +$122K +1,532 +2%