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iShares S&P Mid-Cap 400 Value ETF

451 hedge funds and large institutions have $2.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-15
Holders Change %
-3.22%
% of All Funds
9.27%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
43
Increased
103
Reduced
210
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
151
Opes Wealth Management
California
$1.41M +$93.9K +1,412 +7%
NFG
152
Nations Financial Group
Iowa
$1.38M +$21.4K +322 +2%
FP
153
Factorial Partners
New York
$1.34M +$133K +2,000 +11%
Jane Street
154
Jane Street
New York
$1.33M -$1.06M -15,894 -44%
NNP
155
Nachman Norwood & Parrott
South Carolina
$1.3M -$219K -3,298 -14%
HR
156
Hayden Royal
North Carolina
$1.3M +$957K +13,332 +282%
SCM
157
Stordahl Capital Management
Colorado
$1.29M -$67.8K -1,020 -5%
TA
158
Tiedemann Advisors
New York
$1.27M
WWM
159
Windsor Wealth Management
Indiana
$1.26M +$137K +2,056 +12%
SWM
160
Shakespeare Wealth Management
Wisconsin
$1.26M -$307K -4,612 -20%
SWP
161
Stratos Wealth Partners
Ohio
$1.24M +$18.1K +272 +1%
TIA
162
Tiemann Investment Advisors
California
$1.22M -$26.8K -404 -2%
FHA
163
First Horizon Advisors
Tennessee
$1.21M -$76.8K -1,156 -6%
SWPG
164
Strategic Wealth Partners Group
Illinois
$1.15M -$268K -4,036 -19%
PFP
165
Pinnacle Financial Partners
Tennessee
$1.15M -$8.11K -122 -0.7%
UCFA
166
United Capital Financial Advisors
Texas
$1.13M -$51.3K -772 -4%
LWA
167
LWS Wealth Advisors
New Jersey
$1.11M -$209K -3,136 -16%
WFA
168
Wellspring Financial Advisors
Ohio
$1.11M -$26.1K -392 -2%
GPA
169
Guidance Point Advisors
Massachusetts
$1.09M -$545K -8,208 -33%
DBIA
170
Dumont & Blake Investment Advisors
New Jersey
$1.06M -$2.25M -33,936 -68%
Citigroup
171
Citigroup
New York
$1.06M -$7.98K -120 -0.8%
CAL
172
Capital Analysts LLC
Pennsylvania
$1.03M +$350K +5,272 +51%
EWM
173
Evercore Wealth Management
New York
$1M
BSB
174
Bangor Savings Bank
Maine
$967K -$43.2K -650 -4%
FAIM
175
Financial Advocates Investment Management
Washington
$958K -$29.5K -444 -3%