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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 %
KF
326
Krilogy Financial
Missouri
$78K +$3.82K +50 +5%
TWA
327
TCI Wealth Advisors
Arizona
$73K +$8.42K +110 +13%
GWM
328
Geneos Wealth Management
Colorado
$72K
CFG
329
Citizens Financial Group
Rhode Island
$68K
CCM
330
Covington Capital Management
California
$65K +$65K +850 New
CPA
331
Clear Perspective Advisors
Illinois
$64K +$64K +842 New
PWM
332
Perigon Wealth Management
California
$61K -$4.88K -64 -7%
SQA
333
Simon Quick Advisors
New Jersey
$59K
ANBT
334
American National Bank & Trust
Texas
$56K
FCMT
335
Founders Capital Management (Texas)
Texas
$56K +$4.12K +54 +8%
TIM
336
Tortoise Investment Management
New York
$55K
GRP
337
Global Retirement Partners
California
$52K -$2.62K -34 -5%
SFSIG
338
San Francisco Sentry Investment Group
California
$50K +$50K +660 New
BP
339
Ballentine Partners
Massachusetts
$47K
CFA
340
Carroll Financial Associates
North Carolina
$43K +$43K +562 New
CFN
341
Cordasco Financial Network
Florida
$39K
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$36.2K
PS
343
Portfolio Solutions
Michigan
$35K
TF
344
Tompkins Financial
New York
$33K +$22.3K +292 +209%
FANJ
345
Financial Architects (New Jersey)
New Jersey
$31K
ZB
346
Zions Bancorporation
Utah
$31K
DBT
347
Dubuque Bank & Trust
Iowa
$29K
TDC
348
Thompson Davis & Co
Virginia
$29K
HR
349
Howe & Rusling
New York
$28K
TSW
350
Thompson Siegel & Walmsley
Virginia
$26K +$26K +336 New