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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
251
Next Financial Group
Texas
$344K -$13.1K -164 -4%
CG
252
Corundum Group
Colorado
$344K
MMHP
253
Murphy Middleton Hinkle & Parker
Georgia
$344K +$344K +4,298 New
FNBTCON
254
First National Bank & Trust Co of Newtown
Pennsylvania
$343K +$72K +900 +27%
OBWP
255
O'Brien Wealth Partners
Massachusetts
$340K
CRC
256
Curi RMB Capital
Illinois
$335K +$335K +4,184 New
WI
257
WBI Investments
New Jersey
$333K +$333K +4,164 New
MBT
258
Montecito Bank & Trust
California
$325K +$12K +150 +4%
LF
259
Lee Financial
Texas
$325K +$163K +2,032 +100%
NWS
260
Newport Wealth Strategies
California
$325K +$325K +4,004 New
WP
261
WealthSource Partners
California
$324K -$60.4K -754 -16%
FCI
262
Financial Counselors Inc
Kansas
$324K -$16K -200 -5%
JIR
263
James Investment Research
Ohio
$324K
CBU
264
CIBC Bank USA
Illinois
$318K +$17.9K +224 +6%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$310K
ZF
266
Zhang Financial
Michigan
$309K
VF
267
Virtu Financial
New York
$309K +$309K +3,854 New
FFWA
268
FRG Family Wealth Advisors
Washington
$306K
GEA
269
Glen Eagle Advisors
New Jersey
$303K +$13.6K +170 +5%
PL
270
Plancorp LLC
Missouri
$303K
HCIA
271
Hochman Cole Investment Advisors
Illinois
$301K
CCA
272
Cobblestone Capital Advisors
New York
$300K -$32K -400 -10%
FNBOO
273
First National Bank of Omaha
Nebraska
$297K
PWA
274
Peterson Wealth Advisors
Utah
$294K +$294K +3,674 New
LFAS
275
Level Four Advisory Services
Texas
$290K