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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 %
Betterment LLC
76
Betterment LLC
New York
$6.01M -$725K -9,094 -11%
MA
77
MUFG Americas
New York
$5.85M -$6.22K -78 -0.1%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$5.8M +$170K +2,138 +3%
ADL
79
Asset Dedication LLC
California
$5.71M -$255K -3,196 -4%
MGIA
80
Moneta Group Investment Advisors
Missouri
$5.68M +$3.99K +50 +0.1%
PSUF
81
People's United Financial
Connecticut
$5.54M +$5.54M +69,532 New
CWM
82
Cranbrook Wealth Management
Michigan
$5.53M -$189K -2,372 -3%
BEC
83
Blue Edge Capital
Virginia
$5.14M +$186K +2,332 +4%
PFA
84
Pure Financial Advisors
California
$5.05M +$658K +8,254 +15%
RWA
85
River Wealth Advisors
Pennsylvania
$5.03M -$58.5K -734 -1%
FC
86
Ferris Capital
Massachusetts
$4.94M
AG
87
Advisor Group
Arizona
$4.78M -$2.12M -26,576 -31%
SI
88
Stephens Inc
Arkansas
$4.69M +$28.1K +352 +0.6%
BFM
89
Broadview Financial Management
Wisconsin
$4.67M +$142K +1,780 +3%
FCBT
90
First Citizens Bank & Trust
North Carolina
$4.33M -$52.9K -664 -1%
SPC
91
Sigma Planning Corp
Michigan
$4.16M -$3.43M -43,018 -45%
ASN
92
Advisory Services Network
Georgia
$4.11M +$156K +1,956 +4%
MCG
93
MACRO Consulting Group
New Jersey
$4.08M -$40K -502 -1%
JFA
94
JNBA Financial Advisors
Minnesota
$3.95M -$30.3K -380 -0.8%
PAI
95
Pittenger & Anderson Inc
Nebraska
$3.93M
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$3.92M -$197K -2,466 -5%
PAG
97
Private Advisor Group
New Jersey
$3.84M +$119K +1,494 +3%
CB
98
Chemical Bank
Michigan
$3.81M +$42.3K +530 +1%
DBIA
99
Dumont & Blake Investment Advisors
New Jersey
$3.74M +$127K +1,596 +4%
CC
100
Chanos & Company
New York
$3.71M -$323K -4,054 -8%