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iShares S&P Mid-Cap 400 Value ETF

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$1.21M +$1.21M +18,928 New
TFF
127
The Family Firm
Maryland
$1.2M +$4.23K +66 +0.4%
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.19M +$7.55K +118 +0.6%
YP
129
Yellowstone Partners
Idaho
$1.16M -$41.4K -646 -3%
WAM
130
Wealthspire Advisors (Maryland)
Maryland
$1.13M -$188K -2,942 -14%
SWP
131
Stratos Wealth Partners
Ohio
$1.13M +$306K +4,784 +37%
TIA
132
Tiemann Investment Advisors
California
$1.09M +$43.9K +686 +4%
William Blair & Company
133
William Blair & Company
Illinois
$1.07M -$447K -6,974 -29%
IB
134
Intrust Bank
Kansas
$1.07M -$4.26M -66,466 -80%
SFG
135
SNS Financial Group
Minnesota
$1.06M +$1.06M +16,574 New
DBIA
136
Dumont & Blake Investment Advisors
New Jersey
$1.06M +$36.5K +570 +4%
PFA
137
Pure Financial Advisors
California
$1.05M +$267K +4,166 +34%
UCFA
138
United Capital Financial Advisors
Texas
$1.03M -$102K -1,596 -9%
SPC
139
Sigma Planning Corp
Michigan
$1.01M -$9.09K -142 -0.9%
VFA
140
Voya Financial Advisors
Connecticut
$998K +$658K +10,482 +193%
FA
141
FDx Advisors
Illinois
$945K +$676K +10,558 +251%
MAM
142
Marquette Asset Management
Minnesota
$909K
PO
143
Private Ocean
California
$890K +$1.28K +20 +0.1%
Citigroup
144
Citigroup
New York
$889K -$63.4K -990 -7%
ABC
145
Associated Banc-Corp
Wisconsin
$872K
BHWM
146
Bar Harbor Wealth Management
New Hampshire
$871K -$21.5K -336 -2%
MBT
147
Montecito Bank & Trust
California
$854K +$854K +13,332 New
WTC
148
WhitTier Trust Company
Nevada
$852K
SWM
149
Segment Wealth Management
Texas
$843K
VFS
150
VSR Financial Services
Kansas
$818K -$4.17M -65,158 -84%