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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 %
RJT
176
Raymond James Trust
Florida
$1.17M +$438K +5,472 +60%
MPW
177
MA Private Wealth
California
$1.16M -$620K -7,750 -35%
OFG
178
Omega Financial Group
California
$1.16M +$66.7K +834 +6%
CAL
179
Capital Analysts LLC
Pennsylvania
$1.15M -$563K -7,040 -33%
AFC
180
AFT Forsyth & Company
Florida
$1.13M
MAM
181
Marquette Asset Management
Minnesota
$1.12M
GRP
182
Global Retirement Partners
California
$1.12M +$864K +10,806 +335%
CA
183
Cornerstone Advisory
Maryland
$1.12M -$160K -2,000 -13%
FWM
184
Frontier Wealth Management
Missouri
$1.12M -$7.84K -98 -0.7%
CWM
185
Connecticut Wealth Management
Connecticut
$1.11M +$43.2K +540 +4%
WT
186
Whittier Trust
California
$1.1M -$640 -8 -0.1%
FNBOSM
187
First National Bank of South Miami
Florida
$1.09M +$5.66K +74 +0.5%
SC
188
Savant Capital
Illinois
$1.08M
NL
189
NWAM LLC
Washington
$1.08M +$27.8K +348 +3%
BEI
190
Benjamin Edwards Inc
Missouri
$1.06M +$177K +2,216 +20%
SWM
191
Segment Wealth Management
Texas
$1.05M
AIC
192
Ameritas Investment Company
Nebraska
$1.05M +$790K +9,878 +302%
Bessemer Group
193
Bessemer Group
New Jersey
$1.05M
VDFA
194
Vickerman & Driscoll Financial Advisors
Washington
$1.04M -$6.08K -76 -0.6%
SFG
195
SNS Financial Group
Minnesota
$1.03M +$5.59K +70 +0.5%
BWCS
196
Beirne Wealth Consulting Services
Connecticut
$1.01M -$8K -100 -0.8%
RC
197
RegentAtlantic Capital
New Jersey
$983K
CF
198
Centaurus Financial
California
$981K +$981K +12,264 New
NFG
199
Nations Financial Group
Iowa
$967K +$123K +1,514 +15%
CAC
200
Certified Advisory Corp
Florida
$943K -$46.7K -584 -5%