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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 %
IWAG
126
Integer Wealth Advisors Group
Georgia
$1.82M +$66.9K +992 +4%
KAS
127
Kestra Advisory Services
Texas
$1.79M +$1.79M +26,522 New
First Trust Advisors
128
First Trust Advisors
Illinois
$1.75M +$14.3K +212 +0.8%
NCM
129
Neumann Capital Management
California
$1.72M -$178K -2,640 -9%
AIP
130
Almanack Investment Partners
Pennsylvania
$1.72M +$861K +21,820 +100%
FCI
131
Financial Counselors Inc
Kansas
$1.69M -$86.2K -1,278 -5%
JG
132
Jefferies Group
New York
$1.69M +$809K +12,000 +92%
TFF
133
The Family Firm
Maryland
$1.68M -$27.8K -412 -2%
SCG
134
Sonata Capital Group
Washington
$1.65M -$62.1K -920 -4%
GT
135
Glenmede Trust
Pennsylvania
$1.63M
UB
136
UMB Bank
Missouri
$1.6M
HighTower Advisors
137
HighTower Advisors
Illinois
$1.55M -$93.7K -1,396 -6%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$1.52M -$67.4K -1,000 -4%
CWM
139
Confluence Wealth Management
Oregon
$1.48M +$1.48M +18,460 New
AF
140
Advisornet Financial
Minnesota
$1.44M -$153K -2,266 -10%
SPC
141
Sigma Planning Corp
Michigan
$1.43M -$155K -2,302 -10%
Citadel Advisors
142
Citadel Advisors
Florida
$1.41M -$5.59M -82,942 -80%
OWM
143
Opes Wealth Management
California
$1.41M -$19.8K -294 -1%
IA
144
IFG Advisory
Georgia
$1.4M -$63.4K -940 -4%
NFG
145
Nations Financial Group
Iowa
$1.4M +$2.02K +30 +0.1%
SFO
146
Stokes Family Office
Louisiana
$1.39M -$524K -7,766 -27%
FP
147
Factorial Partners
New York
$1.36M
CB
148
Commerce Bank
Missouri
$1.34M -$133K -1,978 -9%
FCBT
149
First Citizens Bank & Trust
North Carolina
$1.34M -$1.08M -16,076 -45%
PB
150
Pinnacle Bancorp
Nebraska
$1.33M -$132K -1,956 -9%