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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 %
DCM
276
Donaldson Capital Management
Indiana
$226K +$7.13K +96 +3%
HH
277
Hilltop Holdings
Texas
$224K
SMG
278
Spectrum Management Group
Indiana
$221K +$221K +2,974 New
EB
279
Eastern Bank
Massachusetts
$218K -$27.5K -370 -11%
LYV
280
Live Your Vision
Pennsylvania
$217K
BlackRock
281
BlackRock
New York
$216K -$51.3K -694 -19%
SFWA
282
Summit Financial Wealth Advisors
Louisiana
$213K -$16.8K -226 -7%
B
283
Bailard
California
$212K -$4.46K -60 -2%
EWM
284
Endurance Wealth Management
Rhode Island
$209K +$3.85K +52 +2%
SHWM
285
Smith & Howard Wealth Management
Georgia
$208K
WA
286
Wealth Architects
California
$208K +$296 +4 +0.1%
AMG
287
Advisors Management Group
Wisconsin
$207K
KA
288
KLCM Advisors
Wisconsin
$207K
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$202K
BFS
290
Bradley Foster & Sargent
Connecticut
$202K +$202K +2,716 New
CIA
291
Choate Investment Advisors
Massachusetts
$201K
TAIM
292
TD Ameritrade Investment Management
Nebraska
$201K -$70.3K -946 -26%
ANTB
293
AMG National Trust Bank
Colorado
$201K
HCA
294
Heck Capital Advisors
Wisconsin
$193K +$18.4K +248 +11%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$187K -$3.35M -45,142 -95%
VNA
296
Valley National Advisers
Pennsylvania
$177K
GWS
297
Glassman Wealth Services
Virginia
$169K
OIA
298
OneDigital Investment Advisors
Kansas
$167K +$167K +2,250 New
LF
299
Lee Financial
Texas
$151K +$151K +2,032 New
FT
300
Fiduciary Trust
Massachusetts
$148K +$148K +1,994 New