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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 %
APP
176
Avantax Planning Partners
Iowa
$940K -$172K -2,592 -15%
CA
177
Cornerstone Advisory
Maryland
$931K
BWA
178
BDO Wealth Advisors
Florida
$927K +$353K +5,312 +62%
WA
179
Waverly Advisors
Alabama
$925K -$19.8K -274 -2%
BWCS
180
Beirne Wealth Consulting Services
Connecticut
$900K +$61.7K +928 +7%
WT
181
Whittier Trust
California
$894K
AFC
182
AFT Forsyth & Company
Florida
$889K
FAAS
183
First Allied Advisory Services
California
$873K +$2.53K +38 +0.3%
IA
184
IFP Advisors
Florida
$844K +$162K +2,472 +24%
William Blair & Company
185
William Blair & Company
Illinois
$828K -$347K -5,220 -30%
RC
186
RegentAtlantic Capital
New Jersey
$817K
OC
187
Oppenheimer & Co
New York
$816K -$2.44M -36,646 -75%
Bessemer Group
188
Bessemer Group
New Jersey
$785K +$4.65K +70 +0.6%
UTC
189
Unified Trust Company
Kentucky
$783K -$681K -10,256 -47%
MGIA
190
Matthew Goff Investment Advisor
Texas
$775K
ASN
191
Advisory Services Network
Georgia
$743K -$260K -3,908 -26%
RIM
192
Rockbridge Investment Management
New York
$728K +$728K +10,946 New
CPIG
193
Chicago Partners Investment Group
Illinois
$720K -$182K -2,636 -20%
PCG
194
Private Capital Group
Connecticut
$719K
PO
195
Private Ocean
California
$713K -$15.1K -228 -2%
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$701K +$123K +1,848 +21%
PPA
197
Parametric Portfolio Associates
Washington
$691K -$126K -1,894 -15%
HA
198
Harborview Advisors
Maine
$682K +$39.5K +594 +6%
EDRIA
199
Edmonds Duncan Registered Investment Advisors
Kansas
$670K -$931 -14 -0.1%
NL
200
NWAM LLC
Washington
$657K -$43.3K -652 -6%