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iShares S&P Mid-Cap 400 Value ETF

421 hedge funds and large institutions have $3.62B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+39
Holders Change %
+10.21%
% of All Funds
9.56%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.68%
New
66
Increased
126
Reduced
127
Closed
24
Calls
$865K
Puts
$1.23M
Net Calls
-$368K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$656K -$188K -2,344 -22%
AC
202
Alexandria Capital
Virginia
$656K +$320 +4 +0%
Betterment LLC
203
Betterment LLC
New York
$654K -$221K -2,756 -25%
TNB
204
Thomasville National Bank
Georgia
$629K -$55.2K -690 -8%
AFP
205
Ausdal Financial Partners
Iowa
$608K -$70K -874 -10%
CA
206
Cambridge Advisors
Nebraska
$579K
PBO
207
Peoples Bank (Ohio)
Ohio
$578K -$49.8K -622 -8%
HW
208
Hancock Whitney
Mississippi
$577K +$577K +7,202 New
AIM
209
Advantage Investment Management
Iowa
$574K -$34K -424 -6%
GTAM
210
Global Trust Asset Management
Florida
$572K +$572K +7,140 New
AP
211
Appleton Partners
Massachusetts
$570K -$3.2K -40 -0.6%
RG
212
Rikoon Group
New Mexico
$563K -$5.77K -72 -1%
OCM
213
One Capital Management
California
$559K +$27.5K +344 +5%
KIA
214
KCM Investment Advisors
California
$551K -$6.41K -80 -1%
KC
215
Kingfisher Capital
North Carolina
$551K +$241K +3,006 +78%
LWAC
216
Laurel Wealth Advisors (California)
California
$549K
PIM
217
Parker Investment Management
California
$525K
FHC
218
First Heartland Consultants
Missouri
$516K -$12.6K -158 -2%
HCA
219
Harbour Capital Advisors
Virginia
$515K
BAAM
220
Baker Avenue Asset Management
California
$512K
GAM
221
Griffin Asset Management
New York
$509K +$5.29K +66 +1%
FAM
222
Flaharty Asset Management
Florida
$503K -$7.16K -88 -1%
BAS
223
Brown Advisory Securities
Maryland
$500K -$47.8K -596 -9%
HCA
224
Heck Capital Advisors
Wisconsin
$499K +$108K +1,350 +28%
MIC
225
Meridian Investment Counsel
California
$496K