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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 %
PGFC
276
Peapack-Gladstone Financial Corp
New Jersey
$288K
CAS
277
Cue Advisory Services
Arizona
$288K
IWM
278
IHT Wealth Management
Illinois
$286K +$192K +2,360 +205%
RCM
279
RB Capital Management
Nevada
$277K -$28.8K -360 -9%
HIMC
280
Heritage Investors Management Corp
Maryland
$275K
QCMC
281
Quantum Capital Management (California)
California
$272K
CGL
282
Clarius Group LLC
Washington
$265K
PG
283
Patten Group
Tennessee
$264K -$800 -10 -0.3%
SBH
284
Segall Bryant & Hamill
Illinois
$264K
SIC
285
Sigma Investment Counselors
Michigan
$263K
VCM
286
Virtue Capital Management
Tennessee
$263K +$263K +3,418 New
LSAG
287
Lake Street Advisors Group
New Hampshire
$262K +$262K +3,274 New
KA
288
Klingman & Associates
New York
$259K -$11.2K -140 -4%
WB
289
WesBanco Bank
West Virginia
$255K -$16.5K -206 -6%
EWM
290
Endurance Wealth Management
Rhode Island
$248K +$21.8K +272 +10%
ATFA
291
All Terrain Financial Advisors
Minnesota
$239K +$239K +2,986 New
LYV
292
Live Your Vision
Pennsylvania
$238K
SMG
293
Spectrum Management Group
Indiana
$238K
EB
294
Eastern Bank
Massachusetts
$235K
BlackRock
295
BlackRock
New York
$234K -$2.88K -36 -1%
YP
296
Yellowstone Partners
Idaho
$231K -$171K -2,130 -43%
DCM
297
Donaldson Capital Management
Indiana
$231K -$12.5K -156 -5%
SFS
298
Sowell Financial Services
Arkansas
$231K +$231K +2,840 New
TAIM
299
TD Ameritrade Investment Management
Nebraska
$230K +$16K +200 +7%
B
300
Bailard
California
$228K