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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 %
MBT
251
Montecito Bank & Trust
California
$298K -$24.7K -324 -8%
KC
252
Kingfisher Capital
North Carolina
$296K +$296K +3,872 New
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$296K +$296K +3,874 New
FFWA
254
FRG Family Wealth Advisors
Washington
$292K
ZF
255
Zhang Financial
Michigan
$291K
PL
256
Plancorp LLC
Missouri
$289K
WTB
257
Washington Trust Bank
Washington
$288K +$267K +3,486 +1,245%
HCIA
258
Hochman Cole Investment Advisors
Illinois
$287K
CBU
259
CIBC Bank USA
Illinois
$286K
FNBOO
260
First National Bank of Omaha
Nebraska
$283K -$3.67K -48 -1%
HSBC Holdings
261
HSBC Holdings
United Kingdom
$279K
GEA
262
Glen Eagle Advisors
New Jersey
$276K -$252K -3,296 -48%
LFAS
263
Level Four Advisory Services
Texas
$276K +$10.1K +132 +4%
CAS
264
Cue Advisory Services
Arizona
$275K -$45.8K -600 -14%
PGFC
265
Peapack-Gladstone Financial Corp
New Jersey
$275K -$11.8K -154 -4%
HIMC
266
Heritage Investors Management Corp
Maryland
$262K
WB
267
WesBanco Bank
West Virginia
$260K +$260K +3,396 New
QCMC
268
Quantum Capital Management (California)
California
$259K
FNBTCON
269
First National Bank & Trust Co of Newtown
Pennsylvania
$259K
KA
270
Klingman & Associates
New York
$258K +$10.7K +140 +4%
CGL
271
Clarius Group LLC
Washington
$253K
PG
272
Patten Group
Tennessee
$253K +$1.53K +20 +0.6%
SBH
273
Segall Bryant & Hamill
Illinois
$252K
SIC
274
Sigma Investment Counselors
Michigan
$251K +$19.1K +250 +8%
SDWMA
275
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K +$306 +4 +0.1%