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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 %
PPA
201
Parametric Portfolio Associates
Washington
$939K +$939K +11,740 New
PO
202
Private Ocean
California
$894K
FAIM
203
Financial Advocates Investment Management
Washington
$893K +$29.8K +372 +3%
HNB
204
Huntington National Bank
Ohio
$873K -$1M
MGIA
205
Matthew Goff Investment Advisor
Texas
$872K -$6.56K -74 -0.7%
HCA
206
Heck Capital Advisors
Wisconsin
$859K -$86K -1,076 -9%
BHWM
207
Bar Harbor Wealth Management
New Hampshire
$826K -$20.3K -254 -2%
SF
208
Synovus Financial
Georgia
$816K -$37.2K -462 -4%
IA
209
IFP Advisors
Florida
$816K +$816K +10,294 New
PWP
210
Personal Wealth Partners
Minnesota
$807K -$5.92K -74 -0.7%
PCG
211
Private Capital Group
Connecticut
$800K +$30.9K +386 +4%
PFG
212
Pacific Financial Group
Washington
$792K +$22.8K +286 +3%
HA
213
Harborview Advisors
Maine
$765K -$320 -4 -0%
BWA
214
BDO Wealth Advisors
Florida
$757K -$3.84K -48 -0.5%
PFS
215
Prospera Financial Services
Texas
$752K +$507K +6,340 +207%
BFA
216
Bragg Financial Advisors
North Carolina
$737K +$29.6K +370 +4%
CBN
217
Cadence Bank NA
Texas
$709K -$54.5K -682 -7%
MWM
218
Mission Wealth Management
California
$706K -$1.92K -24 -0.3%
CCM
219
Coldstream Capital Management
Washington
$697K
IWM
220
IHT Wealth Management
Illinois
$682K -$488K -6,104 -42%
LWAC
221
Laurel Wealth Advisors (California)
California
$680K
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$679K -$74.5K -932 -10%
SC
223
SouthState Corp
Florida
$671K -$62.2K -778 -8%
SBH
224
Segall Bryant & Hamill
Illinois
$645K
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$643K +$531K +6,642 +472%