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iShares S&P Mid-Cap 400 Value ETF

420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.64%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
36
Increased
136
Reduced
141
Closed
34
Calls
$355K
Puts
$232K
Net Calls
+$123K
Net Calls Change
+$491K
Name Holding Trade Value Shares
Change
Shares
Change %
FC
76
Ferris Capital
Massachusetts
$4.78M -$2.36M -30,512 -33%
MML Investors Services
77
MML Investors Services
Massachusetts
$4.71M -$344K -4,452 -7%
US Bancorp
78
US Bancorp
Minnesota
$4.53M +$423K +5,474 +10%
SI
79
Stephens Inc
Arkansas
$4.49M -$6.8K -88 -0.2%
SPIA
80
Steward Partners Investment Advisory
New York
$4.46M +$1.4M +18,142 +46%
SPC
81
Sigma Planning Corp
Michigan
$4.44M +$37.9K +490 +0.9%
AIP
82
Ameritas Investment Partners
Nebraska
$4.36M +$1.69M +21,880 +63%
TRCT
83
Tower Research Capital (TRC)
New York
$4.34M +$3.67M +47,460 +543%
IA
84
IFP Advisors
Florida
$4.27M
JFA
85
JNBA Financial Advisors
Minnesota
$4.23M -$89.3K -1,156 -2%
PAI
86
Pittenger & Anderson Inc
Nebraska
$3.8M
EDRIA
87
Edmonds Duncan Registered Investment Advisors
Kansas
$3.71M +$356K +4,614 +11%
CFB
88
Cullen/Frost Bankers
Texas
$3.65M -$10.1M -131,256 -74%
Goldman Sachs
89
Goldman Sachs
New York
$3.65M -$30.9K -400 -0.8%
CB
90
Chemical Bank
Michigan
$3.58M +$20.1K +260 +0.6%
LA
91
Leonetti & Associates
Illinois
$3.55M -$446K -5,768 -11%
FA
92
FMA Advisory
Pennsylvania
$3.53M +$10.5K +136 +0.3%
MCM
93
MV Capital Management
Maryland
$3.52M -$517K -6,694 -13%
NSB
94
Norway Savings Bank
Maine
$3.38M +$3.09K +40 +0.1%
AG
95
Advisor Group
Arizona
$3.35M -$457K -5,914 -12%
BEC
96
Blue Edge Capital
Virginia
$3.32M -$1.57M -20,270 -32%
BFM
97
Broadview Financial Management
Wisconsin
$3.29M -$79K -1,022 -2%
AWM
98
Avior Wealth Management
Nebraska
$3.17M +$469K +6,066 +17%
CIAS
99
Capital Investment Advisory Services
North Carolina
$3.16M +$319K +4,128 +11%
OA
100
Opes Advisors
California
$3.13M -$1.2M -15,504 -28%