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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.

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 %
KWMG
51
King Wealth Management Group
Florida
$8.48M +$100K +1,310 +1%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$8.34M -$191K -2,502 -2%
AMG
53
Asset Management Group
Connecticut
$8.06M -$361K -4,722 -4%
UWPG
54
Ullmann Wealth Partners Group
Florida
$7.67M -$540K -8,128 -7%
EPP
55
ETF Portfolio Partners
Kansas
$7.51M -$172K -2,252 -2%
FC
56
Ferris Capital
Massachusetts
$7.06M
Bank of New York Mellon
57
Bank of New York Mellon
New York
$7M +$2.19M +28,710 +46%
LMIM
58
Lockheed Martin Investment Management
Maryland
$6.82M
ADL
59
Asset Dedication LLC
California
$6.75M +$1.36M +17,750 +25%
RFC
60
Regions Financial Corp
Alabama
$6.63M +$879K +11,504 +15%
KFA
61
Kays Financial Advisory
Georgia
$6.6M -$203K -2,652 -3%
MIAN
62
Mariner Independent Advisor Network
Kansas
$6.56M +$150K +1,966 +2%
PL
63
Polianta Ltd
Jersey
$6.32M +$199K +2,600 +3%
CWM
64
Cranbrook Wealth Management
Michigan
$5.91M -$163K -2,138 -3%
GLA
65
Great Lakes Advisors
Illinois
$5.81M +$17.3K +226 +0.3%
RWA
66
River Wealth Advisors
Pennsylvania
$5.68M -$357K -4,674 -6%
BEC
67
Blue Edge Capital
Virginia
$5.58M -$84.5K -1,106 -1%
FAAS
68
First Allied Advisory Services
California
$5.57M -$153K -1,998 -3%
MGIA
69
Moneta Group Investment Advisors
Missouri
$5.47M +$1.22K +16 +0%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$5.38M -$328K -4,300 -6%
MA
71
MUFG Americas
New York
$5.36M -$15.3K -200 -0.3%
GT
72
Greenleaf Trust
Michigan
$5.2M -$1.04M -13,640 -17%
Goldman Sachs
73
Goldman Sachs
New York
$5.18M +$1.25M +16,310 +32%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$5.12M -$643K -8,426 -11%
MML Investors Services
75
MML Investors Services
Massachusetts
$4.88M -$1.66M -21,772 -25%