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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 %
CFA
301
CT Financial Advisors
Pennsylvania
$246K +$594 +8 +0.2%
SBH
302
Segall Bryant & Hamill
Illinois
$245K +$245K +3,302 New
KA
303
Klingman & Associates
New York
$240K
WCM
304
Wealthcare Capital Management
Virginia
$230K -$13.2K -178 -5%
SFWA
305
Summit Financial Wealth Advisors
Louisiana
$230K +$3.72K +50 +2%
Brown Advisory
306
Brown Advisory
Maryland
$228K
SIC
307
Sigma Investment Counselors
Michigan
$226K
HH
308
Hilltop Holdings
Texas
$224K
DCM
309
Donaldson Capital Management
Indiana
$219K +$2.08K +28 +1%
B
310
Bailard
California
$216K +$216K +2,914 New
LYV
311
Live Your Vision
Pennsylvania
$215K
CFS
312
Commonwealth Financial Services
West Virginia
$209K -$2.06M -28,086 -91%
WA
313
Wealth Architects
California
$208K -$148 -2 -0.1%
SHWM
314
Smith & Howard Wealth Management
Georgia
$208K
KA
315
KLCM Advisors
Wisconsin
$207K
PAS
316
Partnervest Advisory Services
California
$207K +$207K +2,786 New
AMG
317
Advisors Management Group
Wisconsin
$207K +$207K +2,788 New
EWM
318
Endurance Wealth Management
Rhode Island
$205K
SCM
319
SOL Capital Management
Maryland
$203K +$203K +2,730 New
EFSCE
320
Enterprise Financial Services Corp (EFSC)
Missouri
$202K
CIA
321
Choate Investment Advisors
Massachusetts
$201K +$201K +2,710 New
ANTB
322
AMG National Trust Bank
Colorado
$200K +$200K +2,700 New
VNA
323
Valley National Advisers
Pennsylvania
$177K
HCA
324
Heck Capital Advisors
Wisconsin
$174K +$39.3K +530 +29%
GWS
325
Glassman Wealth Services
Virginia
$169K