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iShares S&P Mid-Cap 400 Value ETF

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
276
Winfield Associates
Ohio
$78K
JGIA
277
Jackson Grant Investment Advisers
Connecticut
$77K +$640 +10 +0.8%
GAM
278
Gemmer Asset Management
California
$76K -$19.9K -312 -21%
WA
279
WFG Advisors
Texas
$73K +$22.6K +352 +45%
KF
280
Krilogy Financial
Missouri
$62K +$257 +4 +0.4%
OC
281
Oakworth Capital
Alabama
$57K +$57K +886 New
PSUF
282
People's United Financial
Connecticut
$54K
SF
283
Synovus Financial
Georgia
$54K
PWM
284
Perigon Wealth Management
California
$51K +$51K +800 New
EWM
285
Evercore Wealth Management
New York
$50K
CBT
286
Central Bank & Trust
Kentucky
$46K -$37.6K -594 -45%
TIM
287
Tortoise Investment Management
New York
$46K
BIM
288
BlackRock Investment Management
Delaware
$44K +$44K +688 New
SSB
289
Sandy Spring Bank
Maryland
$41K -$50.9K -800 -55%
WTB
290
Washington Trust Bank
Washington
$36K +$18.3K +288 +103%
S
291
SignatureFD
Georgia
$33K
ECM
292
Exchange Capital Management
Michigan
$32K +$32K +504 New
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$30.3K -$6.92K -108 -19%
Manulife (Manufacturers Life Insurance)
294
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K +$2.86K +44 +11%
MFW
295
Mosaic Family Wealth
Missouri
$29K
BlackRock
296
BlackRock
New York
$28K
FANJ
297
Financial Architects (New Jersey)
New Jersey
$26K
IF
298
Ironwood Financial
Arizona
$26K
ZB
299
Zions Bancorporation
Utah
$26K +$257 +4 +1%
HI
300
Hudock Inc
Pennsylvania
$26K +$7.92K +128 +44%