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iShares S&P Mid-Cap 400 Value ETF

466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.

Holders
466
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
37
Increased
155
Reduced
159
Closed
33
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.1B 6,889,547 -46,195 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$282M 1,767,634 -5,953 -0.3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$171M 1,074,898 +6,619 +0.6%
Bank of America
4
Bank of America
North Carolina
$162M 1,017,181 -11,090 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M 951,341 -93,416 -9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$114M 713,134 +8,114 +1%
UBS Group
7
UBS Group
Switzerland
$106M 666,956 -55,800 -8%
Stifel Financial
8
Stifel Financial
Missouri
$91.3M 572,204 +40,250 +8%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$83.3M 522,206 +28,964 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$81.2M 509,216 +1,769 +0.3%
RJA
11
Raymond James & Associates
Florida
$55.1M 345,694 +11,480 +3%
Ameriprise
12
Ameriprise
Minnesota
$53.4M 334,567 +3,985 +1%
Northern Trust
13
Northern Trust
Illinois
$52.4M 328,885 -2,187 -0.7%
EK
14
Evensky & Katz
Florida
$49.9M 312,719 +4,879 +2%
AA
15
Alesco Advisors
New York
$47.4M 297,301 -454 -0.2%
LPL Financial
16
LPL Financial
California
$43.5M 272,861 -115,263 -30%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$42M 263,405 +76,471 +41%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$40.6M 254,425 +13,755 +6%
PP
19
Palladium Partners
Virginia
$34.8M 217,986 +337 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$33.9M 212,278 -60,511 -22%
DADC
21
D.A. Davidson & Co
Montana
$33.6M 210,489 +3,594 +2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$31.9M 202,171 +4,725 +2%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$31.7M 198,641 +9,588 +5%
Axa
24
Axa
France
$30.8M 193,121 -3,400 -2%
Truist Financial
25
Truist Financial
North Carolina
$30.5M 191,534 +2,991 +2%