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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 %
AIP
126
Almanack Investment Partners
Pennsylvania
$1.67M
Citigroup
127
Citigroup
New York
$1.64M -$9.31K -122 -0.6%
WA
128
Waverly Advisors
Alabama
$1.58M
SWP
129
Stratos Wealth Partners
Ohio
$1.58M -$18.6K -244 -1%
FHA
130
First Horizon Advisors
Tennessee
$1.58M -$180K -2,348 -10%
AIP
131
Ahrens Investment Partners
Louisiana
$1.57M -$441K -5,780 -22%
HSA
132
HBK Sorce Advisory
Pennsylvania
$1.56M +$167K +2,182 +12%
TFF
133
The Family Firm
Maryland
$1.48M +$916 +12 +0.1%
WIC
134
Whitegate Investment Counselors
New Hampshire
$1.48M +$5.34K +70 +0.4%
WTC
135
WhitTier Trust Company
Nevada
$1.46M +$447K +5,850 +44%
BSB
136
Bangor Savings Bank
Maine
$1.44M +$6.87K +90 +0.5%
William Blair & Company
137
William Blair & Company
Illinois
$1.39M
JFGIW
138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M -$54.5K -714 -4%
BTS
139
BB&T Securities
Virginia
$1.34M +$115K +1,510 +9%
UCFA
140
United Capital Financial Advisors
Texas
$1.29M +$19.2K +252 +2%
DBIA
141
Dumont & Blake Investment Advisors
New Jersey
$1.28M +$6.87K +90 +0.5%
SEIA
142
Signature Estate & Investment Advisors
California
$1.28M +$1.28M +16,816 New
BCM
143
Becker Capital Management
Oregon
$1.27M +$1.27M +16,590 New
SFG
144
SNS Financial Group
Minnesota
$1.27M -$17.9K -234 -1%
TIA
145
Tiemann Investment Advisors
California
$1.26M +$19.9K +260 +2%
PFP
146
Pinnacle Financial Partners
Tennessee
$1.25M -$44.7K -586 -3%
CBB
147
Citizens Business Bank
California
$1.19M -$186K -2,432 -14%
FWM
148
Frontier Wealth Management
Missouri
$1.15M +$20.9K +274 +2%
IB
149
Intrust Bank
Kansas
$1.15M
ACP
150
Arcus Capital Partners
Georgia
$1.15M -$9.93K -130 -0.9%