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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.

New
Increased
Maintained
Reduced
Closed
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 %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$2.64M -$9.93K -130 -0.4%
SB
102
Suntrust Banks
Georgia
$2.62M +$18K +236 +0.7%
FPIS
103
Financial Planning & Information Services
Wisconsin
$2.59M -$24.1K -316 -0.9%
AIP
104
Ameritas Investment Partners
Nebraska
$2.58M -$3.71K -50 -0.1%
First Trust Advisors
105
First Trust Advisors
Illinois
$2.55M -$312K -4,080 -11%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.53M +$1.72M +22,512 +213%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$2.46M +$123K +1,606 +5%
APP
108
Avantax Planning Partners
Iowa
$2.45M -$339K -4,444 -12%
CS
109
Credit Suisse
Switzerland
$2.42M -$265K -3,472 -10%
GG
110
Gofen & Glossberg
Illinois
$2.4M
FCBT
111
First Citizens Bank & Trust
North Carolina
$2.34M -$104K -1,360 -4%
AWM
112
Avior Wealth Management
Nebraska
$2.27M +$155K +2,028 +7%
SNT
113
Security National Trust
West Virginia
$2.26M +$294K +3,850 +15%
NCM
114
Neumann Capital Management
California
$2.19M
HFS
115
HL Financial Services
Kentucky
$2.16M +$239K +3,124 +12%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$2.04M +$42K +550 +2%
CWM
117
Confluence Wealth Management
Oregon
$2.03M -$342K -4,482 -14%
SXL
118
Summit X LLC
Missouri
$2.02M -$35.1K -460 -2%
GT
119
Glenmede Trust
Pennsylvania
$1.88M -$49.8K -652 -3%
Creative Planning
120
Creative Planning
Kansas
$1.83M +$497K +6,502 +37%
CW
121
Cobiz Wealth
Colorado
$1.78M -$76.2K -998 -4%
UB
122
UMB Bank
Missouri
$1.76M -$427K -5,592 -20%
CGH
123
Crossmark Global Holdings
Texas
$1.75M +$1.75M +22,894 New
Lido Advisors
124
Lido Advisors
California
$1.7M +$208K +2,696 +14%
UR
125
USCA RIA
Texas
$1.69M