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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 %
UR
126
USCA RIA
Texas
$1.85M -$86.1K -1,114 -4%
SCM
127
Stordahl Capital Management
Colorado
$1.78M -$19.5K -252 -1%
UB
128
UMB Bank
Missouri
$1.74M -$78.2K -1,012 -4%
AIP
129
Almanack Investment Partners
Pennsylvania
$1.71M +$23.5K +304 +1%
Jane Street
130
Jane Street
New York
$1.66M +$1.66M +21,464 New
CW
131
Cobiz Wealth
Colorado
$1.66M -$118K -1,522 -7%
CGH
132
Crossmark Global Holdings
Texas
$1.64M -$51.4K -666 -3%
TFF
133
The Family Firm
Maryland
$1.63M +$176K +2,278 +12%
HCM
134
Hudson Capital Management
New Jersey
$1.63M -$138K -1,788 -8%
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.6M +$155K +2,000 +11%
SB
136
Suntrust Banks
Georgia
$1.58M -$145K -1,874 -8%
FHA
137
First Horizon Advisors
Tennessee
$1.57M -$27.9K -360 -2%
HSA
138
HBK Sorce Advisory
Pennsylvania
$1.55M -$30.6K -396 -2%
WIC
139
Whitegate Investment Counselors
New Hampshire
$1.48M +$6.18K +80 +0.4%
WA
140
Waverly Advisors
Alabama
$1.48M -$109K -1,410 -7%
UCFA
141
United Capital Financial Advisors
Texas
$1.47M +$94.4K +1,222 +7%
SCM
142
SOL Capital Management
Maryland
$1.45M +$772K +10,000 +115%
BSB
143
Bangor Savings Bank
Maine
$1.44M -$8.03K -104 -0.6%
William Blair & Company
144
William Blair & Company
Illinois
$1.43M
SEIA
145
Signature Estate & Investment Advisors
California
$1.36M +$45.4K +588 +3%
BTS
146
BB&T Securities
Virginia
$1.35M -$33.5K -434 -2%
TIA
147
Tiemann Investment Advisors
California
$1.34M +$61K +790 +5%
DBIA
148
Dumont & Blake Investment Advisors
New Jersey
$1.32M +$21K +272 +2%
LRIA
149
Leonard Rickey Investment Advisors
Washington
$1.32M +$2.78K +36 +0.2%
FPGK
150
Financial Partners Group (Kansas)
Kansas
$1.28M -$43.6K -564 -3%