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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 %
PPA
201
Parametric Portfolio Associates
Washington
$1.09M +$91.9K +1,076 +9%
FNBOSM
202
First National Bank of South Miami
Florida
$1.09M -$121K -1,418 -10%
SFG
203
SNS Financial Group
Minnesota
$1.08M -$15.7K -184 -1%
CWM
204
Connecticut Wealth Management
Connecticut
$1.05M -$134K -1,568 -11%
RC
205
RegentAtlantic Capital
New Jersey
$1.05M
CF
206
Centaurus Financial
California
$1.05M +$171 +2 +0%
HCA
207
Heck Capital Advisors
Wisconsin
$1.03M +$112K +1,314 +12%
NFG
208
Nations Financial Group
Iowa
$1.03M +$7.51K +88 +0.7%
CAC
209
Certified Advisory Corp
Florida
$1.02M +$17.1K +200 +2%
AIC
210
Ameritas Investment Company
Nebraska
$1.02M -$105K -1,226 -9%
MWM
211
Mattern Wealth Management
Kansas
$1.02M +$1.02M +11,930 New
BWCS
212
Beirne Wealth Consulting Services
Connecticut
$1.01M -$68.3K -800 -6%
9WM
213
9258 Wealth Management
Ohio
$1M +$1M +11,714 New
JFA
214
Johanson Financial Advisors
California
$988K +$988K +336,822 New
PO
215
Private Ocean
California
$956K +$1.03K +12 +0.1%
VWA
216
Visionary Wealth Advisors
Illinois
$952K +$952K +11,154 New
IA
217
IFP Advisors
Florida
$949K +$66.8K +780 +8%
MGIA
218
Matthew Goff Investment Advisor
Texas
$928K
HNB
219
Huntington National Bank
Ohio
$910K -$873K
AMCA
220
Arthur M. Cohen & Associates
Illinois
$896K -$116K -1,356 -11%
PWP
221
Personal Wealth Partners
Minnesota
$862K +$171 +2 +0%
PCG
222
Private Capital Group
Connecticut
$845K -$8.7K -102 -1%
PWAP
223
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$841K +$312K +3,718 +59%
Jane Street
224
Jane Street
New York
$834K -$1.86M -21,756 -69%
PFG
225
Pacific Financial Group
Washington
$830K -$18.1K -212 -2%