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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 %
HSA
151
HBK Sorce Advisory
Pennsylvania
$1.62M -$148K -1,856 -8%
William Blair & Company
152
William Blair & Company
Illinois
$1.6M +$46.3K +580 +3%
WWM
153
Windsor Wealth Management
Indiana
$1.54M +$415K +5,170 +37%
TA
154
Tiedemann Advisors
New York
$1.53M +$384K +4,820 +34%
BTS
155
BB&T Securities
Virginia
$1.52M -$95K -1,192 -6%
TIA
156
Tiemann Investment Advisors
California
$1.52M +$37.6K +472 +3%
AW
157
ACG Wealth
Georgia
$1.51M +$709K +8,890 +89%
ABC
158
Associated Banc-Corp
Wisconsin
$1.48M +$255K +3,202 +21%
FHA
159
First Horizon Advisors
Tennessee
$1.46M +$3.83K +48 +0.3%
SWP
160
Stratos Wealth Partners
Ohio
$1.45M -$111K -1,388 -7%
CWM
161
Confluence Wealth Management
Oregon
$1.43M -$12K -150 -0.8%
LNC
162
Lincoln National Corp
Pennsylvania
$1.36M +$157K +1,964 +13%
WA
163
Waverly Advisors
Alabama
$1.34M +$14.5K +182 +1%
LRIA
164
Leonard Rickey Investment Advisors
Washington
$1.31M -$11.2K -140 -0.8%
APP
165
Avantax Planning Partners
Iowa
$1.31M +$5.42K +68 +0.4%
BSB
166
Bangor Savings Bank
Maine
$1.3M -$39.9K -500 -3%
CA
167
Cornerstone Advisory
Maryland
$1.28M
FPGK
168
Financial Partners Group (Kansas)
Kansas
$1.28M +$1.44K +18 +0.1%
OCM
169
One Capital Management
California
$1.26M -$43.4K -544 -3%
PFP
170
Pinnacle Financial Partners
Tennessee
$1.19M -$16.4K -206 -1%
Citigroup
171
Citigroup
New York
$1.19M -$83.1K -1,042 -7%
UCFA
172
United Capital Financial Advisors
Texas
$1.19M -$957 -12 -0.1%
VCM
173
Vivaldi Capital Management
Illinois
$1.17M +$1.17M +14,700 New
CPIG
174
Chicago Partners Investment Group
Illinois
$1.17M -$5.07K -64 -0.4%
IWM
175
IHT Wealth Management
Illinois
$1.17M +$883K +11,076 +311%