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iShares S&P Mid-Cap 400 Value ETF

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.11%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
Net Calls
+$468K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
326
Tortoise Investment Management
New York
$52K
AssetMark Inc
327
AssetMark Inc
California
$51K +$38.8K +538 +316%
SSB
328
Sandy Spring Bank
Maryland
$47K
GRP
329
Global Retirement Partners
California
$43K +$43K +590 New
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$34.4K +$34.4K +474 New
MFW
331
Mosaic Family Wealth
Missouri
$34K
FANJ
332
Financial Architects (New Jersey)
New Jersey
$29K
IF
333
Ironwood Financial
Arizona
$29K
ZB
334
Zions Bancorporation
Utah
$29K
HR
335
Howe & Rusling
New York
$27K
TDC
336
Thompson Davis & Co
Virginia
$27K +$6.71K +94 +33%
KLI
337
Kelman-Lazarov Inc
Tennessee
$25.3K
ECM
338
Exchange Capital Management
Michigan
$23K -$13.2K -184 -37%
DSC
339
Duncker Streett & Co
Missouri
$23K +$147 +2 +0.6%
WTB
340
Washington Trust Bank
Washington
$23K +$3K +42 +15%
TF
341
Tompkins Financial
New York
$21K
EA
342
Edge Advisors
Georgia
$20K +$20K +288 New
CG
343
Cutler Group
California
$19K -$142K -1,958 -88%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$18K -$37K -518 -67%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$18K +$18K +244 New
CTC
346
Central Trust Company
Missouri
$17K
NSIM
347
North Star Investment Management
Illinois
$15K
WC
348
Whitnell & Co
Illinois
$14K
CBT
349
Central Bank & Trust
Kentucky
$14K
OSNBOA
350
Old Second National Bank of Aurora
Illinois
$13K