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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 %
HighTower Advisors
51
HighTower Advisors
Illinois
$11.8M +$3.08K +36 +0%
MGIA
52
Moneta Group Investment Advisors
Missouri
$10.9M +$3.67M +43,040 +51%
CAL
53
Capital Advisors Ltd
Ohio
$10.9M -$165K -1,928 -1%
MWM
54
Merriman Wealth Management
Washington
$10.8M -$181K -2,124 -2%
UWPG
55
Ullmann Wealth Partners Group
Florida
$10.6M -$477K -5,586 -4%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$10.3M +$62.3K +730 +0.6%
FHB
57
First Hawaiian Bank
Hawaii
$10.2M -$272K -3,184 -3%
GIA
58
GHP Investment Advisors
Colorado
$10.1M -$12.8K -150 -0.1%
CC
59
Courier Capital
New York
$9.88M +$277K +3,272 +3%
KWMG
60
King Wealth Management Group
Florida
$9.57M -$271K -3,170 -3%
EPP
61
ETF Portfolio Partners
Kansas
$9.44M +$292K +3,424 +3%
Lido Advisors
62
Lido Advisors
California
$9.41M +$732K +8,572 +8%
CA
63
Centerpoint Advisors
Massachusetts
$8.55M +$111K +1,296 +1%
AMG
64
Asset Management Group
Connecticut
$8.33M +$70.9K +830 +0.9%
GT
65
Greenleaf Trust
Michigan
$8.28M -$670K -7,850 -7%
MIAN
66
Mariner Independent Advisor Network
Kansas
$8.2M +$101K +1,186 +1%
CFB
67
Cullen/Frost Bankers
Texas
$8.04M +$1.87M +21,912 +30%
US Bancorp
68
US Bancorp
Minnesota
$7.74M -$65.8K -770 -0.8%
Goldman Sachs
69
Goldman Sachs
New York
$7.68M
Mariner
70
Mariner
Kansas
$7.51M +$346K +4,058 +5%
Creative Planning
71
Creative Planning
Kansas
$7.33M -$182K -2,134 -2%
RFC
72
Regions Financial Corp
Alabama
$6.86M -$1.58M -18,548 -19%
CS
73
Credit Suisse
Switzerland
$6.78M +$4.02M +47,108 +146%
FI
74
FormulaFolio Investments
Michigan
$6.73M +$3.19M +37,360 +90%
CPSAC
75
Chas P. Smith & Associates (CPS)
Florida
$6.55M -$2.69M -31,456 -29%