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iShares S&P Mid-Cap 400 Value ETF

374 hedge funds and large institutions have $3.32B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-17
Holders Change %
-4.35%
% of All Funds
9.34%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.6%
New
31
Increased
94
Reduced
152
Closed
42
Calls
$446K
Puts
$446K
Net Calls
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
PSUF
326
People's United Financial
Connecticut
$62K
SQA
327
Simon Quick Advisors
New Jersey
$58K
ANBT
328
American National Bank & Trust
Texas
$54K
GRP
329
Global Retirement Partners
California
$53K -$599K -8,002 -92%
TIM
330
Tortoise Investment Management
New York
$53K
FCMT
331
Founders Capital Management (Texas)
Texas
$51K
BP
332
Ballentine Partners
Massachusetts
$47K +$47K +622 New
CFN
333
Cordasco Financial Network
Florida
$38K
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$35.2K
PS
335
Portfolio Solutions
Michigan
$34K -$5.27K -70 -13%
ZB
336
Zions Bancorporation
Utah
$30K
FANJ
337
Financial Architects (New Jersey)
New Jersey
$30K
DBT
338
Dubuque Bank & Trust
Iowa
$28K
TDC
339
Thompson Davis & Co
Virginia
$28K
AssetMark Inc
340
AssetMark Inc
California
$27K -$53.9M -718,178 -100%
HR
341
Howe & Rusling
New York
$27K
IF
342
Ironwood Financial
Arizona
$25K
ECM
343
Exchange Capital Management
Michigan
$24K
DSC
344
Duncker Streett & Co
Missouri
$23K
NA
345
NewEdge Advisors
Louisiana
$22.2K +$22.2K +300 New
WTB
346
Washington Trust Bank
Washington
$21K
EA
347
Edge Advisors
Georgia
$21K
CFD
348
Creative Financial Designs
Indiana
$21K +$21K +280 New
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$17K -$1.47K -20 -8%
CTC
350
Central Trust Company
Missouri
$17K -$739 -10 -4%