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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.

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 %
CPSAC
76
Chas P. Smith & Associates (CPS)
Florida
$4.14M -$378K -5,602 -8%
Creative Planning
77
Creative Planning
Kansas
$4.12M -$87.3K -1,294 -2%
BFM
78
Broadview Financial Management
Wisconsin
$4.12M -$270K -4,008 -6%
GIM
79
Goelzer Investment Management
Indiana
$4.1M +$911K +13,514 +29%
GT
80
Greenleaf Trust
Michigan
$4.03M +$55.8K +828 +1%
CWM
81
Cranbrook Wealth Management
Michigan
$3.95M -$11.2K -166 -0.3%
MCG
82
MACRO Consulting Group
New Jersey
$3.95M +$1.99M +57,034 +102%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$3.45M +$1.72M +25,464 +99%
CA
84
Centerpoint Advisors
Massachusetts
$3.43M -$1.6M -23,724 -32%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$3.34M -$107K -1,594 -3%
CS
86
Credit Suisse
Switzerland
$3.32M
CAN
87
Cetera Advisor Networks
California
$3.26M +$53.8K +798 +2%
RFC
88
Regions Financial Corp
Alabama
$3.25M -$348K -5,160 -10%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$3.22M -$526K -7,802 -14%
FCFC
90
First Citizens Financial Corp
Iowa
$3.17M -$27K -400 -0.8%
JFA
91
JNBA Financial Advisors
Minnesota
$3.1M -$48.9K -726 -2%
MML Investors Services
92
MML Investors Services
Massachusetts
$3.1M +$121K +1,792 +4%
PAI
93
Pittenger & Anderson Inc
Nebraska
$2.99M
TNB
94
TCF National Bank
South Dakota
$2.97M -$250K -3,702 -8%
OFG
95
Omega Financial Group
California
$2.95M +$99K +1,468 +3%
NSB
96
Norway Savings Bank
Maine
$2.94M -$306K -4,544 -9%
TPCW
97
TD Private Client Wealth
New York
$2.93M -$199K -2,944 -6%
MA
98
MUFG Americas
New York
$2.88M -$128K -1,898 -4%
SNT
99
Security National Trust
West Virginia
$2.87M +$9.44K +140 +0.3%
PFM
100
Phillips Financial Management
Indiana
$2.85M -$405 -6 -0%