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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 %
IF
351
Ironwood Financial
Arizona
$25K
ECM
352
Exchange Capital Management
Michigan
$24K
DSC
353
Duncker Streett & Co
Missouri
$24K
AOWM
354
Alpha Omega Wealth Management
Virginia
$23K +$23K +300 New
CFD
355
Creative Financial Designs
Indiana
$22K +$156 +2 +0.7%
FCB
356
First Command Bank
Texas
$20K +$20K +258 New
FCFS
357
First Command Financial Services
Texas
$20K +$20K +258 New
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$18K
CTC
359
Central Trust Company
Missouri
$18K
HCA
360
Horan Capital Advisors
Ohio
$18K +$18K +240 New
NSIM
361
North Star Investment Management
Illinois
$15K
WC
362
Whitnell & Co
Illinois
$15K
CBT
363
Central Bank & Trust
Kentucky
$15K
AF
364
Allworth Financial
California
$14K +$9.48K +126 +210%
OSNBOA
365
Old Second National Bank of Aurora
Illinois
$13K
MFW
366
Mosaic Family Wealth
Missouri
$11K
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$147 +2 +1%
PCTC
368
Perkins Coie Trust Company
Washington
$10K
PMFA
369
Plante Moran Financial Advisors
Michigan
$9K
IIC
370
Integrated Investment Consultants
Michigan
$9K
SFG
371
SevenBridge Financial Group
Pennsylvania
$8K
AssetMark Inc
372
AssetMark Inc
California
$7K -$21K -270 -75%
UBS AM
373
UBS AM
Illinois
$6.72K +$6.72K +88 New
MFT
374
Moisand Fitzgerald Tamayo
Florida
$6K +$6K +78 New
SHJ
375
Sharkey, Howes & Javer
Colorado
$5K