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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 %
9WM
201
9258 Wealth Management
Ohio
$650K -$17.1K -258 -3%
HNB
202
Huntington National Bank
Ohio
$607K -$506K
CG
203
Colony Group
Massachusetts
$593K -$19.2K -288 -3%
OIA
204
OneDigital Investment Advisors
Kansas
$591K +$303K +4,566 +105%
CCM
205
Coldstream Capital Management
Washington
$580K
SC
206
Savant Capital
Illinois
$570K -$63.6K -956 -10%
FWP
207
FAS Wealth Partners
Kansas
$569K +$217K +3,272 +62%
LWAC
208
Laurel Wealth Advisors (California)
California
$564K -$133 -2 -0%
CBN
209
Cadence Bank NA
Texas
$559K -$2.66K -40 -0.5%
PFS
210
Prospera Financial Services
Texas
$554K -$35.9K -540 -6%
EWM
211
EPG Wealth Management
Georgia
$551K -$820K -12,346 -60%
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$548K -$116K -1,752 -18%
PPW
213
Parcion Private Wealth
Washington
$546K
TIM
214
Thompson Investment Management
Wisconsin
$536K +$1.59K +24 +0.3%
APA
215
American Portfolios Advisors
New York
$535K +$38.8K +584 +8%
PFG
216
Pacific Financial Group
Washington
$529K
AA
217
Advisory Alpha
Michigan
$526K -$130K -1,778 -20%
MWM
218
Mission Wealth Management
California
$518K
MA
219
MONECO Advisors
Connecticut
$516K +$1.86K +28 +0.4%
AC
220
Alexandria Capital
Virginia
$506K -$27.7K -416 -5%
TWP
221
Total Wealth Planning
Ohio
$477K -$13.6K -204 -3%
TNB
222
Thomasville National Bank
Georgia
$476K -$531 -8 -0.1%
RMCM
223
Reynders McVeigh Capital Management
Massachusetts
$473K +$1.46K +22 +0.3%
MBT
224
Montecito Bank & Trust
California
$466K -$42.4K -638 -8%
TAIM
225
TD Ameritrade Investment Management
Nebraska
$459K -$399K -6,000 -46%