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iShares S&P Mid-Cap 400 Value ETF

391 hedge funds and large institutions have $3.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+27
Holders Change %
+7.42%
% of All Funds
9.75%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
53
Increased
135
Reduced
113
Closed
23
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$794K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
276
Nations Financial Group
Iowa
$296K -$24.4K -328 -8%
BAC
277
Boys Arnold & Co
North Carolina
$292K +$74.3K +1,000 +34%
CAM
278
Concorde Asset Management
Michigan
$289K -$325K -4,376 -53%
GA
279
Geneva Advisors
Illinois
$288K
BAAM
280
Baker Avenue Asset Management
California
$285K
HIMC
281
Heritage Investors Management Corp
Maryland
$284K +$284K +3,830 New
SS
282
Simplicity Solutions
Minnesota
$282K -$164K -2,208 -37%
HCIA
283
Hochman Cole Investment Advisors
Illinois
$279K
PGFC
284
Peapack-Gladstone Financial Corp
New Jersey
$279K
CBU
285
CIBC Bank USA
Illinois
$278K -$14.8K -200 -5%
FNBTCON
286
First National Bank & Trust Co of Newtown
Pennsylvania
$277K
Comerica Bank
287
Comerica Bank
Texas
$271K +$14.7K +196 +6%
TAIM
288
TD Ameritrade Investment Management
Nebraska
$271K +$73.8K +994 +37%
BlackRock
289
BlackRock
New York
$268K +$131K +1,770 +96%
CWM
290
Cornerstone Wealth Management
Missouri
$267K -$8.85K -122 -3%
AWA
291
Arete Wealth Advisors
Illinois
$262K -$649K -8,756 -71%
FNBOO
292
First National Bank of Omaha
Nebraska
$257K
DWM
293
Destination Wealth Management
California
$257K +$257K +3,462 New
QCMC
294
Quantum Capital Management (California)
California
$256K -$126K -1,694 -33%
LFAS
295
Level Four Advisory Services
Texas
$255K +$3.22K +44 +1%
AllianceBernstein
296
AllianceBernstein
Tennessee
$253K
HSBC Holdings
297
HSBC Holdings
United Kingdom
$252K -$5.49K -74 -2%
JWM
298
Jacobus Wealth Management
Wisconsin
$250K -$214K -2,880 -46%
CGL
299
Clarius Group LLC
Washington
$246K
EB
300
Eastern Bank
Massachusetts
$246K