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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 %
OC
126
Oppenheimer & Co
New York
$2.27M +$870K +10,912 +62%
AF
127
Advisornet Financial
Minnesota
$2.26M +$479K +6,002 +27%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$2.26M -$15.9K -200 -0.7%
WP
129
WealthSource Partners
California
$2.19M +$794K +9,958 +57%
SB
130
Suntrust Banks
Georgia
$2.17M -$1.4M -17,570 -39%
WTC
131
WhitTier Trust Company
Nevada
$2.14M -$307K -3,850 -13%
AWM
132
AE Wealth Management
Kansas
$2.12M +$2.12M +26,600 New
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$2.06M -$99.7K -1,250 -5%
First Trust Advisors
134
First Trust Advisors
Illinois
$2.04M -$130K -1,626 -6%
NNP
135
Nachman Norwood & Parrott
South Carolina
$2M -$22.5K -282 -1%
OWM
136
Opes Wealth Management
California
$1.96M -$75.3K -944 -4%
GPA
137
Guidance Point Advisors
Massachusetts
$1.92M -$13.1K -164 -0.7%
NCM
138
Neumann Capital Management
California
$1.91M -$15.9K -200 -0.8%
SWM
139
Shakespeare Wealth Management
Wisconsin
$1.86M -$24.9K -312 -1%
UTC
140
Unified Trust Company
Kentucky
$1.81M -$14.4K -180 -0.8%
TFF
141
The Family Firm
Maryland
$1.81M +$149K +1,862 +9%
PB
142
Pinnacle Bancorp
Nebraska
$1.8M +$159 +2 +0%
MPW
143
MA Private Wealth
California
$1.78M -$725K -9,086 -29%
SCM
144
Stordahl Capital Management
Colorado
$1.75M -$4.16K -52 -0.2%
AIP
145
Almanack Investment Partners
Pennsylvania
$1.74M -$4.94K -62 -0.3%
FPIS
146
Financial Planning & Information Services
Wisconsin
$1.72M -$100K -1,260 -6%
SEIA
147
Signature Estate & Investment Advisors
California
$1.71M +$8.61K +108 +0.5%
UR
148
USCA RIA
Texas
$1.71M +$957 +12 +0.1%
CAL
149
Capital Analysts LLC
Pennsylvania
$1.71M +$552K +6,922 +48%
CB
150
Commerce Bank
Missouri
$1.62M +$628K +7,870 +63%