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iShares S&P Mid-Cap 400 Value ETF

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
226
Kanawha Capital Management
Virginia
$499K
RJT
227
Raymond James Trust
Florida
$486K +$12.9K +154 +3%
SC
228
SouthState Corp
Florida
$478K -$20.4K -244 -4%
JIC
229
Johnson Investment Counsel
Ohio
$478K
KP
230
Keel Point
Alabama
$477K +$477K +5,706 New
SS
231
Simplicity Solutions
Minnesota
$472K +$472K +5,646 New
FA
232
FDx Advisors
Illinois
$471K -$62.3K -744 -12%
AllianceBernstein
233
AllianceBernstein
Tennessee
$466K
BSW
234
Buckingham Strategic Wealth
Missouri
$463K +$13.7K +164 +3%
TIM
235
Thompson Investment Management
Wisconsin
$460K +$2.68K +32 +0.6%
SFG
236
SNS Financial Group
Minnesota
$452K -$10.9K -130 -2%
AFP
237
Ausdal Financial Partners
Iowa
$447K -$33.2K -396 -7%
BTNA
238
Bremer Trust National Association
Minnesota
$442K -$51K -610 -10%
BHBT
239
Burke & Herbert Bank & Trust
Virginia
$432K -$11.2K -134 -3%
EB
240
Eastern Bank
Massachusetts
$429K
MSAM
241
Moloney Securities Asset Management
Missouri
$418K +$418K +4,994 New
AWA
242
Arete Wealth Advisors
Illinois
$416K -$5.03K -60 -1%
CA
243
Clearstead Advisors
Ohio
$410K +$1.01K +12 +0.2%
CCA
244
Cobblestone Capital Advisors
New York
$392K +$95.5K +1,140 +32%
MG
245
Mather Group
Illinois
$390K -$277K -3,312 -42%
CAS
246
Cue Advisory Services
Arizona
$387K
CRC
247
Curi RMB Capital
Illinois
$386K +$43K +514 +13%
MMHP
248
Murphy Middleton Hinkle & Parker
Georgia
$383K +$837 +10 +0.2%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$378K
AP
250
Appleton Partners
Massachusetts
$374K -$13.7K -164 -4%