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iShares S&P Mid-Cap 400 Value ETF

421 hedge funds and large institutions have $3.62B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+39
Holders Change %
+10.21%
% of All Funds
9.56%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.68%
New
66
Increased
126
Reduced
127
Closed
24
Calls
$865K
Puts
$1.23M
Net Calls
-$368K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
226
Nations Financial Group
Iowa
$495K +$1.44K +18 +0.3%
CPO
227
Cerity Partners OCIO
New York
$486K +$641 +8 +0.1%
RPG
228
Risk Paradigm Group
Texas
$480K -$19.5K -244 -4%
EAM
229
Evanson Asset Management
California
$458K
JIC
230
Johnson Investment Counsel
Ohio
$457K -$20K -250 -4%
KCM
231
Kanawha Capital Management
Virginia
$456K +$12K +150 +3%
APA
232
American Portfolios Advisors
New York
$451K +$451K +5,636 New
AllianceBernstein
233
AllianceBernstein
Tennessee
$439K
CWM
234
Cornerstone Wealth Management
Missouri
$425K +$78.2K +958 +23%
Brown Advisory
235
Brown Advisory
Maryland
$425K +$425K +5,314 New
SC
236
SouthState Corp
Florida
$423K +$20K +250 +5%
HJA
237
Hugh Johnson Advisors
New York
$415K
MI
238
Moneywise Inc
Virginia
$412K +$33.3K +416 +9%
BL
239
Balentine LLC
Georgia
$409K
CA
240
Clearstead Advisors
Ohio
$390K +$961 +12 +0.2%
VFA
241
Voya Financial Advisors
Connecticut
$381K -$14.6K -182 -4%
FMBTD
242
First Midwest Bank Trust Division
Illinois
$381K
BHBT
243
Burke & Herbert Bank & Trust
Virginia
$370K -$34K -426 -8%
TA
244
Townsend & Associates
Colorado
$370K +$370K +4,624 New
APSP
245
Asset Planning Services (Pennsylvania)
Pennsylvania
$369K -$5.45K -68 -1%
CIA
246
Capital Investment Advisors
Georgia
$363K
SAM
247
Summit Asset Management
Tennessee
$358K
BRWA
248
B. Riley Wealth Advisors
Florida
$357K -$6.74K -84 -2%
M
249
MOTCO
Texas
$349K -$24.8K -310 -7%
AWA
250
Arete Wealth Advisors
Illinois
$345K -$83.7K -1,046 -20%