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iShares S&P Mid-Cap 400 Value ETF

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
326
MCF Advisors
Kentucky
$4K
FHC
327
First Heartland Consultants
Missouri
$3.71K +$2.25K +35,058 +154%
WP
328
WealthPLAN Partners
Nebraska
$3.6K +$3.6K +2,248 New
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$1K
LI
330
LVZ Inc
Michigan
-$13.8M -221,816 Closed
AIG
331
American International Group
New York
-$11.5M -185,134 Closed
TAM
332
Todd Asset Management
Kentucky
-$2.39M -38,460 Closed
Jane Street
333
Jane Street
New York
-$2.38M -38,378 Closed
TRCT
334
Tower Research Capital (TRC)
New York
-$747K -12,046 Closed
FNT
335
First National Trust
Pennsylvania
-$458K -7,390 Closed
SMH
336
Sanders Morris Harris
Texas
-$451K -7,270 Closed
TH
337
Timber Hill
Connecticut
-$364K -5,876 Closed
FWP
338
FAS Wealth Partners
Kansas
-$253K -4,086 Closed
CWM
339
Concert Wealth Management
California
-$229K -3,712 Closed
SMG
340
Spectrum Management Group
Indiana
-$99K -1,590 Closed
MBT
341
Monroe Bank & Trust
Michigan
-$74K -1,200 Closed
FCCM
342
First City Capital Management
Georgia
-$58.3K -940 Closed
BBHC
343
Brown Brothers Harriman & Co
New York
-$34K -550 Closed
CGT
344
Capital Guardian Trust
California
-$32K -518 Closed
UFA
345
US Financial Advisors
Massachusetts
-$30K -490 Closed
ANBT
346
American National Bank & Trust
Texas
-$28K -456 Closed
AF
347
Allworth Financial
California
-$25K -404 Closed
JWA
348
JFS Wealth Advisors
Pennsylvania
-$8K -134 Closed
MFT
349
Moisand Fitzgerald Tamayo
Florida
-$5K -78 Closed
NC
350
NewSquare Capital
Pennsylvania
-$4K -70 Closed