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iShares S&P Mid-Cap 400 Value ETF

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$2.71M +$76.3K +894 +3%
IAA
127
Independent Advisor Alliance
North Carolina
$2.66M +$2.66M +31,110 New
SPC
128
Sigma Planning Corp
Michigan
$2.6M -$1.93M -22,562 -43%
AWM
129
Adams Wealth Management
Utah
$2.59M +$2.59M +30,358 New
BBNA
130
Bremer Bank National Association
Minnesota
$2.59M -$12K -140 -0.5%
BOS
131
Bank of Stockton
California
$2.59M +$952K +11,152 +58%
GG
132
Gofen & Glossberg
Illinois
$2.56M -$29.9K -350 -1%
CGA
133
Crescent Grove Advisors
Illinois
$2.55M +$54.3K +636 +2%
LWA
134
LWS Wealth Advisors
New Jersey
$2.5M +$2.5M +29,240 New
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$2.49M +$1.8M +21,106 +262%
WTC
136
WhitTier Trust Company
Nevada
$2.42M -$42.7K -500 -2%
FCI
137
Financial Counselors Inc
Kansas
$2.4M +$297K +3,484 +14%
SCG
138
Sonata Capital Group
Washington
$2.39M -$141K -1,650 -6%
NCM
139
Neumann Capital Management
California
$2.3M +$269K +3,150 +13%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$2.25M +$164K +1,926 +8%
IWAG
141
Integer Wealth Advisors Group
Georgia
$2.25M +$2.25M +26,880 New
ABC
142
Associated Banc-Corp
Wisconsin
$2.19M +$31.9K +374 +1%
ASN
143
Advisory Services Network
Georgia
$2.17M -$2.22M -26,058 -51%
AWM
144
AE Wealth Management
Kansas
$2.17M +$9.56K +112 +0.4%
UB
145
UMB Bank
Missouri
$2.13M -$40K -468 -2%
GT
146
Glenmede Trust
Pennsylvania
$2.1M -$35K -410 -2%
NNP
147
Nachman Norwood & Parrott
South Carolina
$2.09M +$11.3K +132 +0.5%
GPA
148
Guidance Point Advisors
Massachusetts
$2.08M +$16.7K +196 +0.8%
SEIA
149
Signature Estate & Investment Advisors
California
$2.04M +$140K +1,642 +7%
OFS
150
Oldfather Financial Services
Nebraska
$1.99M +$1.99M +23,882 New