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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 %
Jane Street
251
Jane Street
New York
$287K -$5.61M -75,572 -95%
FFWA
252
FRG Family Wealth Advisors
Washington
$284K -$20.4K -274 -7%
ZF
253
Zhang Financial
Michigan
$281K
PL
254
Plancorp LLC
Missouri
$281K +$281K +3,790 New
CPIG
255
Chicago Partners Investment Group
Illinois
$280K +$280K +3,810 New
CBU
256
CIBC Bank USA
Illinois
$279K
HCIA
257
Hochman Cole Investment Advisors
Illinois
$279K
FNBOO
258
First National Bank of Omaha
Nebraska
$279K +$22K +296 +9%
PGFC
259
Peapack-Gladstone Financial Corp
New Jersey
$279K
CWM
260
Cornerstone Wealth Management
Missouri
$273K
HSBC Holdings
261
HSBC Holdings
United Kingdom
$271K +$18.9K +254 +7%
SCM
262
SOL Capital Management
Maryland
$261K +$58K +780 +29%
SC
263
SouthState Corp
Florida
$255K -$86.2K -1,162 -25%
HIMC
264
Heritage Investors Management Corp
Maryland
$255K -$29.7K -400 -10%
LFAS
265
Level Four Advisory Services
Texas
$255K
FNBTCON
266
First National Bank & Trust Co of Newtown
Pennsylvania
$252K -$25.3K -340 -9%
QCMC
267
Quantum Capital Management (California)
California
$252K -$4.01K -54 -2%
CGL
268
Clarius Group LLC
Washington
$246K
PG
269
Patten Group
Tennessee
$246K +$139K +1,864 +131%
SBH
270
Segall Bryant & Hamill
Illinois
$245K
CCB
271
Cutter & Co Brokerage
Missouri
$243K -$233K -3,142 -49%
KA
272
Klingman & Associates
New York
$240K
SDWMA
273
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K -$534K -7,184 -69%
WCM
274
Wealthcare Capital Management
Virginia
$230K
SIC
275
Sigma Investment Counselors
Michigan
$226K