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iShares S&P Mid-Cap 400 Value ETF

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WTB
351
Washington Trust Bank
Washington
$74K +$60.6K +726 +454%
CCM
352
Covington Capital Management
California
$71K
TWA
353
TCI Wealth Advisors
Arizona
$71K
ONST
354
Old North State Trust
North Carolina
$68K +$68K +818 New
WA
355
WealthTrust-Arizona
Arizona
$67K +$67K +802 New
FCMT
356
Founders Capital Management (Texas)
Texas
$62K +$166 +2 +0.3%
TIM
357
Tortoise Investment Management
New York
$60K
SWP
358
Strategic Wealth Partners
Ohio
$59K
CFG
359
Citizens Financial Group
Rhode Island
$57K -$10.3K -124 -15%
GRP
360
Global Retirement Partners
California
$57K
SSB
361
Sandy Spring Bank
Maryland
$56K
SIAP
362
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K +$26K +308 +100%
VFA
363
Valeo Financial Advisors
Indiana
$51K +$12.7K +166 +33%
MCM
364
Mainstay Capital Management
Michigan
$46K
S
365
SignatureFD
Georgia
$44K
CFN
366
Cordasco Financial Network
Florida
$43K
CFA
367
Carroll Financial Associates
North Carolina
$41K
ANBT
368
American National Bank & Trust
Texas
$39K
OIA
369
Optimum Investment Advisors
Illinois
$38K
MFBTD
370
MB Financial Bank - Trust Department
Illinois
$37K -$3.96K -48 -10%
UBS AM
371
UBS AM
Illinois
$36.5K
TF
372
Tompkins Financial
New York
$36K
FANJ
373
Financial Architects (New Jersey)
New Jersey
$33K
CCM
374
Cribstone Capital Management
Maine
$33K
DBT
375
Dubuque Bank & Trust
Iowa
$32K