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iShares S&P Mid-Cap 400 Value ETF

421 hedge funds and large institutions have $3.62B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+39
Holders Change %
+10.21%
% of All Funds
9.56%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.68%
New
66
Increased
126
Reduced
127
Closed
24
Calls
$865K
Puts
$1.23M
Net Calls
-$368K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
351
Sandy Spring Bank
Maryland
$79K -$3.21K -40 -4%
GWM
352
Geneos Wealth Management
Colorado
$79K +$3.19K +40 +4%
TWA
353
TCI Wealth Advisors
Arizona
$76K
SFSIG
354
San Francisco Sentry Investment Group
California
$74K +$21.3K +266 +40%
OC
355
Oakworth Capital
Alabama
$73K -$20.7K -258 -22%
VFA
356
Valeo Financial Advisors
Indiana
$71K -$58.4K -732 -45%
CFG
357
Citizens Financial Group
Rhode Island
$71K
CCM
358
Covington Capital Management
California
$68K
CPA
359
Clear Perspective Advisors
Illinois
$67K
PWM
360
Perigon Wealth Management
California
$64K
GFP
361
Gryphon Financial Partners
Ohio
$60K +$60K +748 New
FCMT
362
Founders Capital Management (Texas)
Texas
$59K +$478 +6 +0.8%
TIM
363
Tortoise Investment Management
New York
$57K
GRP
364
Global Retirement Partners
California
$54K +$160 +2 +0.3%
PGWM
365
Parisi Gray Wealth Management
New Jersey
$50K +$50K +620 New
AF
366
Advisornet Financial
Minnesota
$49K +$49K +612 New
CCM
367
Cribstone Capital Management
Maine
$44K -$42.5K -528 -49%
MCM
368
Mainstay Capital Management
Michigan
$44K +$44K +548 New
CFN
369
Cordasco Financial Network
Florida
$41K
CFA
370
Carroll Financial Associates
North Carolina
$40K -$4.96K -62 -11%
SP
371
SWS Partners
Ohio
$39K +$39K +360 New
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$37.9K
ANBT
373
American National Bank & Trust
Texas
$37K -$20.9K -264 -36%
TF
374
Tompkins Financial
New York
$35K
POIA
375
Pin Oak Investment Advisors
Texas
$35K +$35K +442 New