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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 %
ZB
376
Zions Bancorporation
Utah
$32K
FANJ
377
Financial Architects (New Jersey)
New Jersey
$32K
HR
378
Howe & Rusling
New York
$30K
ECM
379
Exchange Capital Management
Michigan
$26K
IF
380
Ironwood Financial
Arizona
$26K
PS
381
Portfolio Solutions
Michigan
$25K -$10.8K -136 -30%
DSC
382
Duncker Streett & Co
Missouri
$25K
AOWM
383
Alpha Omega Wealth Management
Virginia
$24K
SFG
384
SevenBridge Financial Group
Pennsylvania
$23K +$14.1K +174 +158%
FCFS
385
First Command Financial Services
Texas
$21K
FCB
386
First Command Bank
Texas
$21K
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$19K
CB
388
CNB Bank
Pennsylvania
$18K +$18K +220 New
CTC
389
Central Trust Company
Missouri
$16K -$2.4K -30 -13%
CBT
390
Central Bank & Trust
Kentucky
$16K
TL
391
TrueWealth LLC
Georgia
$16K +$16K +202 New
WC
392
Whitnell & Co
Illinois
$15K
AF
393
Allworth Financial
California
$15K +$469 +6 +3%
TSW
394
Thompson Siegel & Walmsley
Virginia
$14K -$12.1K -156 -46%
OSNBOA
395
Old Second National Bank of Aurora
Illinois
$14K
FGC
396
Financial Gravity Companies
Texas
$14K +$14K +178 New
WTB
397
Washington Trust Bank
Washington
$13K -$293K -3,606 -96%
MFW
398
Mosaic Family Wealth
Missouri
$12K
PFGIA
399
Patriot Financial Group Insurance Agency
Massachusetts
$12K
PS
400
Portfolio Strategies
New York
$12K +$12K +152 New