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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 %
JFGIW
176
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M -$10.9K -136 -0.9%
PFO
177
Pathstone Family Office
New Jersey
$1.16M +$199K +2,500 +21%
SWPG
178
Strategic Wealth Partners Group
Illinois
$1.16M +$371K +4,660 +47%
FNBOSM
179
First National Bank of South Miami
Florida
$1.14M +$1.94K +24 +0.2%
AFC
180
AFT Forsyth & Company
Florida
$1.13M
FWM
181
Frontier Wealth Management
Missouri
$1.12M +$20.6K +258 +2%
MAM
182
Marquette Asset Management
Minnesota
$1.12M
WT
183
Whittier Trust
California
$1.1M
OFG
184
Omega Financial Group
California
$1.1M -$1.44K -18 -0.1%
SC
185
Savant Capital
Illinois
$1.08M -$23.8K -298 -2%
CWM
186
Connecticut Wealth Management
Connecticut
$1.06M +$1.06M +13,348 New
SWM
187
Segment Wealth Management
Texas
$1.05M
Bessemer Group
188
Bessemer Group
New Jersey
$1.05M
CW
189
Cobiz Wealth
Colorado
$1.05M -$134K -1,678 -11%
NL
190
NWAM LLC
Washington
$1.05M +$62.6K +786 +6%
VDFA
191
Vickerman & Driscoll Financial Advisors
Washington
$1.04M -$17.7K -222 -2%
SFG
192
SNS Financial Group
Minnesota
$1.02M +$8.77K +110 +0.9%
AMCA
193
Arthur M. Cohen & Associates
Illinois
$1.01M -$50.5K -634 -5%
BWCS
194
Beirne Wealth Consulting Services
Connecticut
$1.01M +$47.8K +600 +5%
HNB
195
Huntington National Bank
Ohio
$1M -$1M
CAC
196
Certified Advisory Corp
Florida
$987K +$96.3K +1,208 +11%
RC
197
RegentAtlantic Capital
New Jersey
$980K
HCA
198
Heck Capital Advisors
Wisconsin
$943K +$116K +1,456 +14%
TA
199
Townsend & Associates
Colorado
$902K +$116K +1,436 +15%
PO
200
Private Ocean
California
$891K +$478 +6 +0.1%