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iShares S&P Mid-Cap 400 Value ETF

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
226
Next Financial Group
Texas
$298K +$84K +1,316 +39%
SC
227
SouthState Corp
Florida
$292K
CIA
228
Capital Investment Advisors
Georgia
$282K
BIG
229
Bellwether Investment Group
Tennessee
$271K +$271K +4,232 New
GA
230
Geneva Advisors
Illinois
$267K -$19.3K -302 -7%
VWA
231
V Wealth Advisors
Kansas
$267K -$1.03K -16 -0.4%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$263K +$768 +12 +0.3%
JIR
233
James Investment Research
Ohio
$259K
FNBT
234
FineMark National Bank & Trust
Florida
$254K
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$253K +$9.86K +154 +4%
CBU
236
CIBC Bank USA
Illinois
$253K
BAAM
237
Baker Avenue Asset Management
California
$246K
FFWA
238
FRG Family Wealth Advisors
Washington
$245K -$98.1K -1,530 -29%
ZF
239
Zhang Financial
Michigan
$243K
CAS
240
Cue Advisory Services
Arizona
$243K +$243K +3,800 New
ATC
241
Argent Trust Co
Tennessee
$236K +$236K +3,686 New
CGL
242
Clarius Group LLC
Washington
$235K
Mariner
243
Mariner
Kansas
$232K +$3.33K +52 +1%
AllianceBernstein
244
AllianceBernstein
Tennessee
$226K
CCA
245
Cobblestone Capital Advisors
New York
$223K
SIC
246
Sigma Investment Counselors
Michigan
$223K
QCMC
247
Quantum Capital Management (California)
California
$222K -$17.3K -270 -7%
DCM
248
Donaldson Capital Management
Indiana
$222K +$12.8K +200 +6%
FNBOO
249
First National Bank of Omaha
Nebraska
$221K
HCIA
250
Hochman Cole Investment Advisors
Illinois
$218K