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iShares S&P Mid-Cap 400 Value ETF

374 hedge funds and large institutions have $3.32B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-17
Holders Change %
-4.35%
% of All Funds
9.34%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.6%
New
31
Increased
94
Reduced
152
Closed
42
Calls
$446K
Puts
$446K
Net Calls
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$1.55M -$441K -5,936 -22%
WA
127
Waverly Advisors
Alabama
$1.54M
TFF
128
The Family Firm
Maryland
$1.44M +$105K +1,412 +8%
WIC
129
Whitegate Investment Counselors
New Hampshire
$1.44M +$7.43K +100 +0.5%
Lido Advisors
130
Lido Advisors
California
$1.44M -$405K -5,454 -22%
NPC
131
National Planning Corporation
California
$1.42M -$16.7M -223,198 -92%
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M +$18.6K +250 +1%
BSB
133
Bangor Savings Bank
Maine
$1.4M -$753K -10,140 -35%
William Blair & Company
134
William Blair & Company
Illinois
$1.36M -$29K -390 -2%
HSA
135
HBK Sorce Advisory
Pennsylvania
$1.35M +$103K +1,388 +8%
CBB
136
Citizens Business Bank
California
$1.34M -$339K -4,562 -20%
ASN
137
Advisory Services Network
Georgia
$1.32M +$208K +2,802 +19%
Creative Planning
138
Creative Planning
Kansas
$1.29M +$30.8K +414 +2%
PFP
139
Pinnacle Financial Partners
Tennessee
$1.26M -$329K -4,430 -21%
SFG
140
SNS Financial Group
Minnesota
$1.25M -$68.2K -918 -5%
DBIA
141
Dumont & Blake Investment Advisors
New Jersey
$1.24M -$743 -10 -0.1%
UCFA
142
United Capital Financial Advisors
Texas
$1.24M -$48.4K -652 -4%
TIA
143
Tiemann Investment Advisors
California
$1.21M +$22.7K +306 +2%
BTS
144
BB&T Securities
Virginia
$1.19M +$52.4K +706 +5%
SWM
145
Strategic Wealth Management
Washington
$1.13M +$23.8K +320 +2%
ACP
146
Arcus Capital Partners
Georgia
$1.13M +$12.3K +166 +1%
IB
147
Intrust Bank
Kansas
$1.12M
FWM
148
Frontier Wealth Management
Missouri
$1.1M +$37K +498 +3%
WAM
149
Wealthspire Advisors (Maryland)
Maryland
$1.07M -$192K -2,580 -15%
MCM
150
Millie Capital Management
California
$1.06M