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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.

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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$404M 2,998,041 -150,025 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$283M 2,101,558 +150,557 +8%
Morgan Stanley
3
Morgan Stanley
New York
$271M 2,011,440 +24,721 +1%
Bank of America
4
Bank of America
North Carolina
$138M 1,025,576 +38,297 +4%
UBS Group
5
UBS Group
Switzerland
$110M 815,418 +2,838 +0.3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$104M 774,350 -94,179 -11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$72.2M 535,139 -32,708 -6%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$67.8M 502,815 +125,309 +33%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$58.7M 434,925 -153,512 -26%
Ameriprise
10
Ameriprise
Minnesota
$49M 365,423 +3,693 +1%
WSFS
11
Wilmington Savings Fund Society
Delaware
$43.9M 325,582 +40,668 +14%
EK
12
Evensky & Katz
Florida
$40.1M 297,265 +8,926 +3%
DADC
13
D.A. Davidson & Co
Montana
$36M 266,853 +5,078 +2%
RJA
14
Raymond James & Associates
Florida
$35.5M 263,174 +647 +0.2%
Northern Trust
15
Northern Trust
Illinois
$34M 252,300 -15,027 -6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$32.6M 241,866 -27,197 -10%
Truist Financial
17
Truist Financial
North Carolina
$31.8M 235,538 -21,899 -9%
AA
18
Alesco Advisors
New York
$26.7M 197,865 -27,559 -12%
PP
19
Palladium Partners
Virginia
$26.3M 195,353 -4,179 -2%
EH
20
Equitable Holdings
New York
$25.6M 189,860 -6,660 -3%
LPL Financial
21
LPL Financial
California
$24.4M 181,149 -22,277 -11%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$22.6M 168,653 -9,543 -5%
BF
23
BOK Financial
Oklahoma
$22.4M 165,845 -3,247 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$22.4M 165,796 -37,862 -19%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$21.4M 158,954 -4,073 -2%