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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 %
Lido Advisors
51
Lido Advisors
California
$8.01M +$220K +3,310 +3%
EIP
52
Ellis Investment Partners
Pennsylvania
$7.9M -$2.03M -30,974 -20%
KPCM
53
Kings Point Capital Management
New York
$7.82M -$1.13M -17,026 -13%
GIA
54
GHP Investment Advisors
Colorado
$7.65M +$262K +3,942 +4%
M&T Bank
55
M&T Bank
New York
$7.28M -$16K -240 -0.2%
SPIA
56
Steward Partners Investment Advisory
New York
$7.17M -$668K -10,052 -9%
FHB
57
First Hawaiian Bank
Hawaii
$7.05M -$837K -12,588 -11%
Citadel Advisors
58
Citadel Advisors
Florida
$6.9M -$937K -14,094 -12%
Stifel Financial
59
Stifel Financial
Missouri
$6.73M -$71.5K -1,076 -1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$6.64M -$1.21M -18,170 -15%
AMG
61
Asset Management Group
Connecticut
$6.5M +$88.4K +1,330 +1%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$6.03M +$2.21M +33,222 +58%
TRCT
63
Tower Research Capital (TRC)
New York
$6.01M -$1.29M -19,470 -18%
BEC
64
Blue Edge Capital
Virginia
$5.96M +$1.12M +16,910 +23%
UWPG
65
Ullmann Wealth Partners Group
Florida
$5.79M -$3.57M -53,712 -38%
Mariner
66
Mariner
Kansas
$5.63M -$424K -6,372 -7%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$5.22M -$59.2K -890 -1%
CFB
68
Cullen/Frost Bankers
Texas
$5.17M -$191K -2,868 -4%
US Bancorp
69
US Bancorp
Minnesota
$4.97M -$183K -2,746 -4%
CA
70
Centerpoint Advisors
Massachusetts
$4.95M -$2.31M -34,798 -32%
GLA
71
Great Lakes Advisors
Illinois
$4.84M +$73K +1,098 +2%
AWM
72
Argent Wealth Management
Massachusetts
$4.6M +$468K +6,466 +11%
CPSAC
73
Chas P. Smith & Associates (CPS)
Florida
$4.45M -$499K -7,504 -10%
BFM
74
Broadview Financial Management
Wisconsin
$4.32M -$664K -9,992 -13%
AWM
75
Avior Wealth Management
Nebraska
$4.31M +$61.2K +920 +1%