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iShares S&P Mid-Cap 400 Value ETF

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$7.9M -$615K -9,250 -7%
EIP
52
Ellis Investment Partners
Pennsylvania
$7.81M -$318K -4,722 -4%
KPCM
53
Kings Point Capital Management
New York
$7.77M -$164K -2,434 -2%
SPIA
54
Steward Partners Investment Advisory
New York
$7.54M +$261K +3,878 +4%
M&T Bank
55
M&T Bank
New York
$6.93M -$458K -6,796 -6%
AMG
56
Asset Management Group
Connecticut
$6.54M -$56.1K -832 -0.9%
FHB
57
First Hawaiian Bank
Hawaii
$6.53M -$621K -9,212 -9%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$6.46M +$335K +4,972 +5%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$6.26M -$478K -7,086 -7%
BEC
60
Blue Edge Capital
Virginia
$6.19M +$141K +2,096 +2%
Stifel Financial
61
Stifel Financial
Missouri
$6.11M -$710K -10,522 -10%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$5.4M +$103K +1,532 +2%
UWPG
63
Ullmann Wealth Partners Group
Florida
$5.34M -$541K -8,022 -9%
Mariner
64
Mariner
Kansas
$5.19M -$522K -7,744 -9%
HCM
65
Hudson Capital Management
New Jersey
$5.17M +$2.36M +35,046 +84%
US Bancorp
66
US Bancorp
Minnesota
$5.06M +$20.5K +304 +0.4%
HF
67
HRT Financial
New York
$5.03M +$1.47M +21,836 +41%
TRCT
68
Tower Research Capital (TRC)
New York
$5M -$1.1M -16,364 -18%
CFB
69
Cullen/Frost Bankers
Texas
$4.92M -$319K -4,728 -6%
GLA
70
Great Lakes Advisors
Illinois
$4.92M +$8.77K +130 +0.2%
HFG
71
Heron Financial Group
New York
$4.34M +$356K +5,014 +9%
Members Trust
72
Members Trust
Florida
$4.28M +$747K +11,084 +21%
AWM
73
Avior Wealth Management
Nebraska
$4.25M -$124K -1,832 -3%
FC
74
Ferris Capital
Massachusetts
$4.17M
SI
75
Stephens Inc
Arkansas
$4.16M -$54.6K -810 -1%