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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 %
VNA
301
Valley National Advisers
Pennsylvania
$182K
GWS
302
Glassman Wealth Services
Virginia
$174K
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$158K +$83.9K +1,100 +113%
LF
304
Lee Financial
Texas
$155K
CPIG
305
Chicago Partners Investment Group
Illinois
$149K -$141K -1,854 -49%
CDIA
306
Capital Directions Investment Advisors
Georgia
$149K +$41K +538 +38%
Manulife (Manufacturers Life Insurance)
307
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K -$2.75K -36 -2%
SEI Investments
308
SEI Investments
Pennsylvania
$143K +$136K +1,786 +2,077%
BTIS
309
BB&T Investment Services
North Carolina
$137K
ST
310
Smithfield Trust
Pennsylvania
$130K
VFA
311
Valeo Financial Advisors
Indiana
$124K +$124K +1,622 New
OIA
312
OneDigital Investment Advisors
Kansas
$111K -$61K -798 -35%
FIB
313
First Interstate Bank
Montana
$111K
QCG
314
Quadrant Capital Group
Ohio
$111K
CHC
315
City Holding Co
West Virginia
$103K
SIAS
316
Shine Investment Advisory Services
Colorado
$102K -$5.83K -76 -5%
GAM
317
Gemmer Asset Management
California
$101K
JGIA
318
Jackson Grant Investment Advisers
Connecticut
$94K +$460 +6 +0.5%
WA
319
Winfield Associates
Ohio
$93K
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$88K -$21.5K -282 -20%
IWM
321
IHT Wealth Management
Illinois
$88K +$2.44K +32 +3%
OC
322
Oakworth Capital
Alabama
$86K -$12.5K -170 -13%
EWM
323
Evercore Wealth Management
New York
$84K
CCM
324
Cribstone Capital Management
Maine
$82K
SSB
325
Sandy Spring Bank
Maryland
$79K -$4.62K -60 -6%