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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 %
SWM
151
Shakespeare Wealth Management
Wisconsin
$1.97M -$9.9K -116 -0.5%
UTC
152
Unified Trust Company
Kentucky
$1.96M -$10.9K -128 -0.6%
TFF
153
The Family Firm
Maryland
$1.95M +$15.5K +182 +0.8%
PB
154
Pinnacle Bancorp
Nebraska
$1.92M -$16.4K -192 -0.8%
AIP
155
Almanack Investment Partners
Pennsylvania
$1.86M
UR
156
USCA RIA
Texas
$1.83M
FPIS
157
Financial Planning & Information Services
Wisconsin
$1.82M -$2.9K -34 -0.2%
SCM
158
Stordahl Capital Management
Colorado
$1.81M -$13.5K -158 -0.7%
First Trust Advisors
159
First Trust Advisors
Illinois
$1.8M +$17.1K +200 +1%
CB
160
Commerce Bank
Missouri
$1.8M -$287K -3,366 -14%
William Blair & Company
161
William Blair & Company
Illinois
$1.8M +$25.3K +296 +1%
SWPG
162
Strategic Wealth Partners Group
Illinois
$1.8M +$131K +1,530 +8%
OWM
163
Opes Wealth Management
California
$1.79M -$264K -3,092 -13%
EWM
164
EPG Wealth Management
Georgia
$1.78M +$1.78M +20,850 New
WIA
165
World Investment Advisors
California
$1.76M -$21.6M -253,166 -92%
TRCT
166
Tower Research Capital (TRC)
New York
$1.75M -$784K -9,178 -31%
SWP
167
Stratos Wealth Partners
Ohio
$1.71M +$118K +1,386 +7%
HSA
168
HBK Sorce Advisory
Pennsylvania
$1.7M +$5.81K +68 +0.3%
TA
169
Tiedemann Advisors
New York
$1.63M -$3.07K -36 -0.2%
TA
170
Townsend & Associates
Colorado
$1.63M +$109K +1,290 +7%
WWM
171
Windsor Wealth Management
Indiana
$1.6M +$3.76K +44 +0.2%
PFP
172
Pinnacle Financial Partners
Tennessee
$1.59M +$275K +3,220 +21%
UCFA
173
United Capital Financial Advisors
Texas
$1.58M +$8.54K +100 +0.5%
TIA
174
Tiemann Investment Advisors
California
$1.54M -$69K -808 -4%
CWM
175
Confluence Wealth Management
Oregon
$1.54M -$35.9K -420 -2%