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iShares S&P Mid-Cap 400 Value ETF

374 hedge funds and large institutions have $3.32B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-17
Holders Change %
-4.35%
% of All Funds
9.34%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.6%
New
31
Increased
94
Reduced
152
Closed
42
Calls
$446K
Puts
$446K
Net Calls
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
BHBT
226
Burke & Herbert Bank & Trust
Virginia
$373K -$122K -1,640 -25%
AWA
227
Arete Wealth Advisors
Illinois
$371K +$109K +1,462 +41%
VFA
228
Voya Financial Advisors
Connecticut
$365K -$5.2M -70,154 -93%
CA
229
Clearstead Advisors
Ohio
$360K +$892 +12 +0.2%
MWM
230
Meridian Wealth Management
Kentucky
$356K +$356K +4,796 New
FMBTD
231
First Midwest Bank Trust Division
Illinois
$354K -$1.84M -24,750 -84%
MI
232
Moneywise Inc
Virginia
$353K +$1.19K +16 +0.3%
Millennium Management
233
Millennium Management
New York
$349K +$349K +4,702 New
CIA
234
Capital Investment Advisors
Georgia
$348K -$14.9K -200 -4%
M
235
MOTCO
Texas
$347K -$12K -162 -3%
APSP
236
Asset Planning Services (Pennsylvania)
Pennsylvania
$346K -$9.97K -134 -3%
AllianceBernstein
237
AllianceBernstein
Tennessee
$341K +$87.9K +1,182 +35%
SBIA
238
Sheaff Brock Investment Advisors
Indiana
$335K -$153K -2,058 -31%
CCA
239
Cobblestone Capital Advisors
New York
$333K
SAM
240
Summit Asset Management
Tennessee
$330K
FCI
241
Financial Counselors Inc
Kansas
$316K -$63.2K -850 -17%
MBT
242
Montecito Bank & Trust
California
$314K -$509K -6,862 -62%
CAS
243
Cue Advisory Services
Arizona
$312K -$66.9K -900 -18%
PFO
244
Pathstone Family Office
New Jersey
$305K
FNBT
245
FineMark National Bank & Trust
Florida
$302K +$2.08K +28 +0.7%
JIR
246
James Investment Research
Ohio
$301K
JWM
247
Jacobus Wealth Management
Wisconsin
$301K +$50.5K +680 +20%
Comerica Bank
248
Comerica Bank
Texas
$296K +$24K +318 +9%
RCM
249
RB Capital Management
Nevada
$294K -$13.8K -186 -4%
GA
250
Geneva Advisors
Illinois
$288K