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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 %
IF
101
Ironwood Financial
Arizona
$2.84M -$53.8K -798 -2%
OCM
102
One Capital Management
California
$2.83M -$46K -682 -2%
RWA
103
River Wealth Advisors
Pennsylvania
$2.83M -$317K -4,696 -10%
PA
104
Paracle Advisors
Washington
$2.78M -$71.5K -1,060 -3%
ADL
105
Asset Dedication LLC
California
$2.76M -$449K -6,652 -14%
KFA
106
Kays Financial Advisory
Georgia
$2.74M +$152K +2,250 +6%
SFG
107
SNS Financial Group
Minnesota
$2.71M -$123K -1,830 -4%
PSUF
108
People's United Financial
Connecticut
$2.48M -$57.7K -856 -2%
AAS
109
Avantax Advisory Services
Texas
$2.47M +$2.09M +31,024 +549%
OFS
110
Oldfather Financial Services
Nebraska
$2.44M +$76.7K +1,064 +3%
AIP
111
Ameritas Investment Partners
Nebraska
$2.43M -$809K -12,000 -25%
FA
112
FMA Advisory
Pennsylvania
$2.33M -$72.6K -1,076 -3%
PFA
113
Pure Financial Advisors
California
$2.33M -$92.4K -1,370 -4%
PRWA
114
Platte River Wealth Advisors
Colorado
$2.19M -$134K -1,992 -6%
Goldman Sachs
115
Goldman Sachs
New York
$2.1M +$64.9K +962 +3%
LNC
116
Lincoln National Corp
Pennsylvania
$2.04M -$249K -3,686 -11%
SCM
117
SOL Capital Management
Maryland
$2.04M
SEIA
118
Signature Estate & Investment Advisors
California
$1.99M +$171K +2,540 +9%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$1.96M -$27.4K -406 -1%
AWM
120
AE Wealth Management
Kansas
$1.96M -$368K -5,462 -16%
NF
121
Nikulski Financial
Iowa
$1.95M -$53.8K -798 -3%
ABC
122
Associated Banc-Corp
Wisconsin
$1.93M +$21.5K +318 +1%
WTC
123
WhitTier Trust Company
Nevada
$1.93M +$153K +2,268 +9%
GG
124
Gofen & Glossberg
Illinois
$1.89M -$23.3K -346 -1%
BFA
125
Bragg Financial Advisors
North Carolina
$1.89M +$23.3K +346 +1%