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iShares S&P Mid-Cap 400 Value ETF

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IF
301
Ironwood Financial
Arizona
$27K
IWM
302
Integrated Wealth Management
California
$26K
HR
303
Howe & Rusling
New York
$25K
EWM
304
Elite Wealth Management
Washington
$23K +$23K +346 New
KLI
305
Kelman-Lazarov Inc
Tennessee
$22.9K
DSC
306
Duncker Streett & Co
Missouri
$21K
ACM
307
Argentus Capital Management
Texas
$20K
WTB
308
Washington Trust Bank
Washington
$19K -$19.5K -288 -51%
TF
309
Tompkins Financial
New York
$19K
TDC
310
Thompson Davis & Co
Virginia
$19K
PFG
311
Piershale Financial Group
Illinois
$19K
HI
312
Hudock Inc
Pennsylvania
$18K -$9K -140 -33%
CTC
313
Central Trust Company
Missouri
$16K
GI
314
Gradient Investments
Minnesota
$16K +$16K +242 New
CBT
315
Central Bank & Trust
Kentucky
$13K -$35.2K -530 -73%
NSIM
316
North Star Investment Management
Illinois
$13K
WC
317
Whitnell & Co
Illinois
$13K
OSNBOA
318
Old Second National Bank of Aurora
Illinois
$12K
FPFS
319
First Personal Financial Services
North Carolina
$12K
AssetMark Inc
320
AssetMark Inc
California
$11K -$129 -2 -1%
ACS
321
Archford Capital Strategies
Illinois
$11K
VCM
322
Vigilant Capital Management
Maine
$10K
GWA
323
Guidant Wealth Advisors
Illinois
$10K +$10K +154 New
SFG
324
SevenBridge Financial Group
Pennsylvania
$9K
PCTC
325
Perkins Coie Trust Company
Washington
$8K -$83.8K -1,320 -91%