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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 %
Wolverine Trading
276
Wolverine Trading
Illinois
$237K +$237K +3,108 New
DCM
277
Donaldson Capital Management
Indiana
$232K
SMG
278
Spectrum Management Group
Indiana
$227K
BlackRock
279
BlackRock
New York
$226K +$3.05K +40 +1%
EB
280
Eastern Bank
Massachusetts
$224K
LYV
281
Live Your Vision
Pennsylvania
$221K
B
282
Bailard
California
$218K
EWM
283
Endurance Wealth Management
Rhode Island
$215K
WA
284
Wealth Architects
California
$215K +$458 +6 +0.2%
HH
285
Hilltop Holdings
Texas
$214K -$17K -222 -7%
SHWM
286
Smith & Howard Wealth Management
Georgia
$214K
WCM
287
Wealthcare Capital Management
Virginia
$213K -$23.7K -310 -10%
AMG
288
Advisors Management Group
Wisconsin
$213K
SFWA
289
Summit Financial Wealth Advisors
Louisiana
$210K -$9.33K -122 -4%
CWM
290
Cahaba Wealth Management
Georgia
$209K +$209K +2,744 New
BFS
291
Bradley Foster & Sargent
Connecticut
$207K
EFSCE
292
Enterprise Financial Services Corp (EFSC)
Missouri
$207K
Comerica Bank
293
Comerica Bank
Texas
$206K -$95.9K -1,248 -32%
ANTB
294
AMG National Trust Bank
Colorado
$206K
TAIM
295
TD Ameritrade Investment Management
Nebraska
$204K -$2.44K -32 -1%
SC
296
Savant Capital
Illinois
$204K +$204K +2,670 New
WS
297
Wedbush Securities
California
$202K +$202K +2,640 New
MCM
298
Millie Capital Management
California
$200K -$886K -11,606 -82%
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$187K +$65.6K +856 +54%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$182K -$10.9K -142 -6%