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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 %
FHA
176
First Horizon Advisors
Tennessee
$1.52M -$2.22K -26 -0.1%
LRIA
177
Leonard Rickey Investment Advisors
Washington
$1.4M +$11.1K +130 +0.8%
Citigroup
178
Citigroup
New York
$1.4M +$16.2K +190 +1%
OL
179
Optas LLC
Texas
$1.35M +$1.35M +15,818 New
APP
180
Avantax Planning Partners
Iowa
$1.34M -$1.88K -22 -0.1%
FPGK
181
Financial Partners Group (Kansas)
Kansas
$1.31M -$6.89K -82 -0.5%
BSB
182
Bangor Savings Bank
Maine
$1.31M -$97.4K -1,140 -7%
EWM
183
Evercore Wealth Management
New York
$1.29M +$1.29M +15,158 New
OCM
184
One Capital Management
California
$1.29M -$11.6K -136 -0.9%
CPIG
185
Chicago Partners Investment Group
Illinois
$1.27M -$2.25K -26 -0.2%
RJT
186
Raymond James Trust
Florida
$1.26M +$4.95K +58 +0.4%
OFG
187
Omega Financial Group
California
$1.25M +$6.32K +74 +0.5%
FAIM
188
Financial Advocates Investment Management
Washington
$1.23M +$274K +3,204 +29%
CAL
189
Capital Analysts LLC
Pennsylvania
$1.22M -$1.54K -18 -0.1%
CA
190
Cornerstone Advisory
Maryland
$1.2M
WA
191
Waverly Advisors
Alabama
$1.17M -$125K -1,472 -10%
AFC
192
AFT Forsyth & Company
Florida
$1.17M -$34.1K -400 -3%
BAM
193
Belpointe Asset Management
Nevada
$1.17M +$566K +6,628 +94%
SC
194
Savant Capital
Illinois
$1.15M
WT
195
Whittier Trust
California
$1.15M -$26K -304 -2%
NL
196
NWAM LLC
Washington
$1.13M -$15.5K -182 -1%
GRP
197
Global Retirement Partners
California
$1.13M -$73.1K -856 -6%
SWM
198
Segment Wealth Management
Texas
$1.12M
Bessemer Group
199
Bessemer Group
New Jersey
$1.12M
VDFA
200
Vickerman & Driscoll Financial Advisors
Washington
$1.1M -$11.4K -134 -1%