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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 %
ST
326
Smithfield Trust
Pennsylvania
$139K
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$129K
CFG
328
Citizens Financial Group
Rhode Island
$117K
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$112K -$12.5K -168 -10%
QCG
330
Quadrant Capital Group
Ohio
$109K +$148 +2 +0.1%
FIB
331
First Interstate Bank
Montana
$108K -$22.2K -300 -17%
SSB
332
Sandy Spring Bank
Maryland
$107K +$59.3K +800 +124%
CDIA
333
Capital Directions Investment Advisors
Georgia
$105K
PG
334
Patten Group
Tennessee
$105K
CHC
335
City Holding Co
West Virginia
$100K
MBT
336
Monroe Bank & Trust
Michigan
$100K +$2.22K +30 +2%
GAM
337
Gemmer Asset Management
California
$98K
OC
338
Oakworth Capital
Alabama
$95K +$29.5K +400 +45%
WA
339
Winfield Associates
Ohio
$91K
JGIA
340
Jackson Grant Investment Advisers
Connecticut
$90K
GWM
341
Geneos Wealth Management
Colorado
$85K -$14.8K -200 -15%
EWM
342
Evercore Wealth Management
New York
$81K +$23.4K +316 +41%
WA
343
WFG Advisors
Texas
$79K -$19.6K -264 -20%
CCM
344
Cribstone Capital Management
Maine
$79K
KF
345
Krilogy Financial
Missouri
$66K
SF
346
Synovus Financial
Georgia
$63K
CG
347
Cutler Group
California
$63K +$43.9K +600 +229%
PSUF
348
People's United Financial
Connecticut
$62K
SQA
349
Simon Quick Advisors
New Jersey
$58K +$58K +776 New
ANBT
350
American National Bank & Trust
Texas
$54K