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iShares S&P Mid-Cap 400 Value ETF

382 hedge funds and large institutions have $3.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 129 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
35
Increased
117
Reduced
129
Closed
23
Calls
$1.07M
Puts
$534K
Net Calls
+$535K
Net Calls Change
+$535K
Name Holding Trade Value Shares
Change
Shares
Change %
HJA
226
Hugh Johnson Advisors
New York
$395K -$6.1K -80 -2%
SCM
227
SOL Capital Management
Maryland
$395K +$127K +1,660 +47%
BL
228
Balentine LLC
Georgia
$390K
BHBT
229
Burke & Herbert Bank & Trust
Virginia
$386K +$3.05K +40 +0.8%
CAM
230
Concorde Asset Management
Michigan
$384K +$384K +5,040 New
YP
231
Yellowstone Partners
Idaho
$383K +$383K +5,010 New
VFA
232
Voya Financial Advisors
Connecticut
$375K
HCA
233
Heck Capital Advisors
Wisconsin
$373K +$175K +2,288 +88%
CA
234
Clearstead Advisors
Ohio
$371K +$1.07K +14 +0.3%
WP
235
WealthSource Partners
California
$367K -$47.5K -622 -11%
FMBTD
236
First Midwest Bank Trust Division
Illinois
$363K
MI
237
Moneywise Inc
Virginia
$361K -$1.07K -14 -0.3%
APSP
238
Asset Planning Services (Pennsylvania)
Pennsylvania
$357K +$1.53K +20 +0.4%
M
239
MOTCO
Texas
$356K
BRWA
240
B. Riley Wealth Advisors
Florida
$347K -$400K -5,228 -54%
CIA
241
Capital Investment Advisors
Georgia
$346K -$11.5K -150 -3%
NFG
242
Next Financial Group
Texas
$344K -$63.8K -828 -16%
SAM
243
Summit Asset Management
Tennessee
$341K +$1.68K +22 +0.5%
CWM
244
Cornerstone Wealth Management
Missouri
$328K +$43.8K +568 +15%
OBWP
245
O'Brien Wealth Partners
Massachusetts
$324K -$189K -2,480 -37%
FCI
246
Financial Counselors Inc
Kansas
$324K -$458 -6 -0.1%
CCA
247
Cobblestone Capital Advisors
New York
$317K -$25.2K -330 -7%
JIR
248
James Investment Research
Ohio
$309K
JWM
249
Jacobus Wealth Management
Wisconsin
$309K
FNBT
250
FineMark National Bank & Trust
Florida
$303K -$7.63K -100 -2%