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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 %
LNB
401
Ledyard National Bank
$10K +$9.68K +122 +3,050%
PCTC
402
Perkins Coie Trust Company
Washington
$9K -$1.13K -14 -11%
PMFA
403
Plante Moran Financial Advisors
Michigan
$9K
AWM
404
Aevitas Wealth Management
Massachusetts
$9K +$9K +118 New
UBS AM
405
UBS AM
Illinois
$7.05K
AssetMark Inc
406
AssetMark Inc
California
$7K
MFT
407
Moisand Fitzgerald Tamayo
Florida
$6K
TFS
408
TrustCore Financial Services
Tennessee
$6K +$6K +80 New
NPC
409
National Planning Corporation
California
$5.12K -$1.15M -14,416 -100%
BCI
410
Brinker Capital Investments
Pennsylvania
$5K
SHJ
411
Sharkey, Howes & Javer
Colorado
$5K
LFA
412
Legacy Financial Advisors
Kentucky
$5K +$5K +74 New
IBOK
413
Independence Bank of Kentucky
Kentucky
$4K +$4K +50 New
RIA
414
RPG Investment Advisory
California
$3K +$3K +42 New
IP
415
Isthmus Partners
Wisconsin
$1K +$1K +10 New
AMCA
416
Arthur M. Cohen & Associates
Illinois
$860 +$860 +12,426 New
PCG
417
Private Capital Group
Connecticut
$721 +$721 +9,004 New
Kovitz Investment Group Partners
418
Kovitz Investment Group Partners
Illinois
$613 +$613 +7,662 New
TSS
419
Two Sigma Securities
New York
-$11.1M -145,572 Closed
PL
420
Polianta Ltd
Jersey
-$6.32M -82,800 Closed
SG Americas Securities
421
SG Americas Securities
New York
-$2.83M -37,094 Closed
PFA
422
Pure Financial Advisors
California
-$2.8M -36,718 Closed
Susquehanna International Group
423
Susquehanna International Group
Pennsylvania
-$2.53M -33,104 Closed
CS
424
Credit Suisse
Switzerland
-$2.42M -31,638 Closed
HFS
425
HL Financial Services
Kentucky
-$2.16M -28,268 Closed