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iShares S&P Mid-Cap 400 Value ETF

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.28%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
FPIS
151
Financial Planning & Information Services
Wisconsin
$1.71M -$20.9K -262 -1%
First Trust Advisors
152
First Trust Advisors
Illinois
$1.67M -$377K -4,716 -18%
William Blair & Company
153
William Blair & Company
Illinois
$1.66M +$61.4K +768 +4%
LNC
154
Lincoln National Corp
Pennsylvania
$1.6M +$233K +2,920 +17%
HSA
155
HBK Sorce Advisory
Pennsylvania
$1.59M -$34.4K -430 -2%
SWPG
156
Strategic Wealth Partners Group
Illinois
$1.56M +$403K +5,044 +35%
BOS
157
Bank of Stockton
California
$1.53M +$1.07M +13,408 +231%
TA
158
Tiedemann Advisors
New York
$1.53M +$2.88K +36 +0.2%
TIA
159
Tiemann Investment Advisors
California
$1.51M -$12.8K -160 -0.8%
BTS
160
BB&T Securities
Virginia
$1.5M -$21.9K -274 -1%
SWP
161
Stratos Wealth Partners
Ohio
$1.49M +$33.3K +416 +2%
CWM
162
Confluence Wealth Management
Oregon
$1.48M +$43K +538 +3%
UCFA
163
United Capital Financial Advisors
Texas
$1.47M +$280K +3,508 +24%
WWM
164
Windsor Wealth Management
Indiana
$1.45M -$38.7K -502 -3%
FHA
165
First Horizon Advisors
Tennessee
$1.43M -$36.6K -458 -3%
TA
166
Townsend & Associates
Colorado
$1.37M +$515K +6,750 +60%
BSB
167
Bangor Savings Bank
Maine
$1.31M +$13K +162 +1%
LRIA
168
Leonard Rickey Investment Advisors
Washington
$1.3M -$16.5K -206 -1%
Citigroup
169
Citigroup
New York
$1.29M +$101K +1,260 +8%
APP
170
Avantax Planning Partners
Iowa
$1.26M -$57.7K -722 -4%
FPGK
171
Financial Partners Group (Kansas)
Kansas
$1.25M -$28.8K -360 -2%
PFP
172
Pinnacle Financial Partners
Tennessee
$1.24M +$39K +488 +3%
WA
173
Waverly Advisors
Alabama
$1.23M -$117K -1,464 -9%
OCM
174
One Capital Management
California
$1.22M -$46.5K -582 -4%
CPIG
175
Chicago Partners Investment Group
Illinois
$1.19M -$6.78K -84 -0.6%