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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$2.93M +$197K +2,958 +7%
IF
102
Ironwood Financial
Arizona
$2.86M +$2.85M +42,836 +30,597%
OCM
103
One Capital Management
California
$2.84M +$1.48M +22,204 +108%
SNT
104
Security National Trust
West Virginia
$2.82M +$27.3K +410 +1%
OFG
105
Omega Financial Group
California
$2.81M +$106K +1,598 +4%
PFM
106
Phillips Financial Management
Indiana
$2.81M -$545K -8,196 -16%
PA
107
Paracle Advisors
Washington
$2.81M -$1.04M -15,578 -27%
SFG
108
SNS Financial Group
Minnesota
$2.79M +$278K +4,178 +11%
HCM
109
Hudson Capital Management
New Jersey
$2.77M -$389K -5,856 -12%
KFA
110
Kays Financial Advisory
Georgia
$2.55M +$63.6K +956 +3%
PSUF
111
People's United Financial
Connecticut
$2.5M -$760K -11,442 -23%
FCBT
112
First Citizens Bank & Trust
North Carolina
$2.39M -$630K -9,476 -21%
PFA
113
Pure Financial Advisors
California
$2.38M -$520K -7,824 -18%
FA
114
FMA Advisory
Pennsylvania
$2.37M -$31.5K -474 -1%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$2.33M +$150K +2,260 +7%
PRWA
116
Platte River Wealth Advisors
Colorado
$2.3M +$2.3M +34,452 New
AWM
117
AE Wealth Management
Kansas
$2.29M +$553K +8,326 +32%
OFS
118
Oldfather Financial Services
Nebraska
$2.26M -$25.3K -366 -1%
LNC
119
Lincoln National Corp
Pennsylvania
$2.26M -$346K -5,202 -13%
SSW
120
Smith Shellnut Wilson
Mississippi
$2.15M +$11K +166 +0.5%
SCM
121
SOL Capital Management
Maryland
$2.01M -$368K -5,530 -15%
Goldman Sachs
122
Goldman Sachs
New York
$2M
NF
123
Nikulski Financial
Iowa
$1.98M -$60.1K -904 -3%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$1.96M +$1.96M +29,488 New
CGA
125
Crescent Grove Advisors
Illinois
$1.95M