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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 %
KWM
176
Kingsview Wealth Management
Oregon
$745K +$92.3K +1,242 +14%
HNB
177
Huntington National Bank
Ohio
$734K -$913K
BRWA
178
B. Riley Wealth Advisors
Florida
$726K +$14.3K +192 +2%
PAM
179
Peak Asset Management
Colorado
$720K
WT
180
Whittier Trust
California
$714K
RJT
181
Raymond James Trust
Florida
$698K -$152K -2,048 -18%
BFA
182
Bragg Financial Advisors
North Carolina
$687K
AFP
183
Ausdal Financial Partners
Iowa
$679K -$26.4K -356 -4%
Mariner
184
Mariner
Kansas
$667K +$22.4K +302 +3%
BTNA
185
Bremer Trust National Association
Minnesota
$659K +$17.5K +236 +3%
CCM
186
Coldstream Capital Management
Washington
$648K
SI
187
SII Investments
Wisconsin
$643K -$2.42M -32,738 -79%
HIM
188
Hanlon Investment Management
New Jersey
$640K -$62.7K -844 -9%
SF
189
Synovus Financial
Georgia
$636K +$573K +7,696 +905%
TNB
190
Thomasville National Bank
Georgia
$635K
MG
191
Mather Group
Illinois
$631K +$22.6K +304 +4%
BPCA
192
Bank Pictet & Cie (Asia)
Singapore
$624K
PBO
193
Peoples Bank (Ohio)
Ohio
$621K -$31.9K -430 -5%
AC
194
Alexandria Capital
Virginia
$615K +$297 +4 +0%
AWM
195
Affinity Wealth Management
Delaware
$598K -$6.98K -94 -1%
AA
196
Advisory Alpha
Michigan
$573K +$272K +3,646 +90%
AIM
197
Advantage Investment Management
Iowa
$557K -$3.25M -43,766 -85%
BAS
198
Brown Advisory Securities
Maryland
$543K -$26.9K -362 -5%
AP
199
Appleton Partners
Massachusetts
$543K
CA
200
Cambridge Advisors
Nebraska
$538K