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iShares S&P Mid-Cap 400 Value ETF

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
176
Waverly Advisors
Alabama
$881K +$435K +12,474 +98%
FAAS
177
First Allied Advisory Services
California
$869K -$16K -238 -2%
TA
178
Tiedemann Advisors
New York
$862K -$429K -6,352 -33%
AFC
179
AFT Forsyth & Company
Florida
$854K -$47.9K -710 -5%
CPIG
180
Chicago Partners Investment Group
Illinois
$854K +$473K +12,940 +124%
WT
181
Whittier Trust
California
$832K -$74.7K -1,108 -8%
William Blair & Company
182
William Blair & Company
Illinois
$828K -$12K -178 -1%
Citigroup
183
Citigroup
New York
$826K -$243K -3,602 -23%
BWA
184
BDO Wealth Advisors
Florida
$824K -$116K -1,722 -12%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$818K +$107K +1,586 +15%
MGIA
186
Matthew Goff Investment Advisor
Texas
$801K
Bessemer Group
187
Bessemer Group
New Jersey
$796K
ASN
188
Advisory Services Network
Georgia
$774K +$20.5K +304 +3%
UTC
189
Unified Trust Company
Kentucky
$769K -$25.1K -372 -3%
RWB
190
RMR Wealth Builders
New Jersey
$767K +$767K +11,370 New
RC
191
RegentAtlantic Capital
New Jersey
$754K -$74.9K -1,110 -9%
PCG
192
Private Capital Group
Connecticut
$752K +$22.7K +336 +3%
RIM
193
Rockbridge Investment Management
New York
$738K
PO
194
Private Ocean
California
$724K
PPA
195
Parametric Portfolio Associates
Washington
$701K
CGA
196
Crescent Grove Advisors
Illinois
$693K -$1.29M -19,100 -65%
PFG
197
Pacific Financial Group
Washington
$683K +$32.9K +488 +5%
BSW
198
Buckingham Strategic Wealth
Missouri
$677K +$311K +4,610 +85%
EDRIA
199
Edmonds Duncan Registered Investment Advisors
Kansas
$676K -$3.51K -52 -0.5%
KWMG
200
King Wealth Management Group
Florida
$674K +$451K +6,694 +203%