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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 %
SI
76
Stephens Inc
Arkansas
$4.16M +$63.4K +954 +2%
Creative Planning
77
Creative Planning
Kansas
$4.15M -$1.43M -21,526 -26%
FC
78
Ferris Capital
Massachusetts
$4.11M
GT
79
Greenleaf Trust
Michigan
$3.92M -$1.25M -18,858 -24%
CWM
80
Cranbrook Wealth Management
Michigan
$3.91M -$365K -5,494 -9%
TNB
81
TCF National Bank
South Dakota
$3.81M -$62.7K -786 -2%
MCG
82
MACRO Consulting Group
New Jersey
$3.73M +$36.8K +554 +1%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$3.7M -$11.7M -176,366 -76%
HFG
84
Heron Financial Group
New York
$3.67M +$164K +2,510 +5%
RFC
85
Regions Financial Corp
Alabama
$3.55M -$1.14M -17,116 -24%
HF
86
HRT Financial
New York
$3.51M -$58.2K -876 -2%
Members Trust
87
Members Trust
Florida
$3.49M +$3.49M +52,442 New
RCAG
88
Rehmann Capital Advisory Group
Michigan
$3.4M -$1.2M -18,038 -26%
CS
89
Credit Suisse
Switzerland
$3.27M -$7.54M -113,400 -70%
NSB
90
Norway Savings Bank
Maine
$3.2M +$72.5K +1,090 +2%
AIP
91
Ameritas Investment Partners
Nebraska
$3.19M -$532K -8,000 -14%
CAN
92
Cetera Advisor Networks
California
$3.16M +$24.1K +362 +0.8%
ADL
93
Asset Dedication LLC
California
$3.16M +$150K +2,260 +5%
FCFC
94
First Citizens Financial Corp
Iowa
$3.15M +$61.4K +924 +2%
GIM
95
Goelzer Investment Management
Indiana
$3.14M -$659K -9,908 -17%
JFA
96
JNBA Financial Advisors
Minnesota
$3.1M -$11.6K -174 -0.4%
RWA
97
River Wealth Advisors
Pennsylvania
$3.1M -$6.12K -92 -0.2%
TPCW
98
TD Private Client Wealth
New York
$3.09M +$375K +5,640 +14%
MA
99
MUFG Americas
New York
$2.97M -$132K -1,986 -4%
PAI
100
Pittenger & Anderson Inc
Nebraska
$2.95M -$288K -4,330 -9%