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iShares S&P Mid-Cap 400 Value ETF

244 hedge funds and large institutions have $2.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
7.09%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
45
Increased
84
Reduced
61
Closed
13
Calls
$965K
Puts
$349K
Net Calls
+$616K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
226
Howe & Rusling
New York
$19K
ECM
227
Exchange Capital Management
Michigan
$19K
HDIM
228
Hanson & Doremus Investment Management
Vermont
$17K +$17K +284 New
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$14.5K +$14.5K +250 New
OIA
230
Optimum Investment Advisors
Illinois
$14K
WC
231
Whitnell & Co
Illinois
$14K
WA
232
Winfield Associates
Ohio
$13K +$13K +220 New
AssetMark Inc
233
AssetMark Inc
California
$12K -$848 -14 -7%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$11K
BIM
235
BlackRock Investment Management
Delaware
$10K
DSC
236
Duncker Streett & Co
Missouri
$9K
HRIA
237
Haberer Registered Investment Advisor
Ohio
$9K
CTC
238
Central Trust Company
Missouri
$7K
SSB
239
Sandy Spring Bank
Maryland
$7K
PFO
240
Pathstone Family Office
New Jersey
$6K
PWAG
241
Polaris Wealth Advisory Group
California
$6K
NMIS
242
Northwestern Mutual Investment Services
Wisconsin
$6K +$6K +108 New
AA
243
AlphaMark Advisors
Kentucky
$6K +$6K +110 New
MA
244
MCF Advisors
Kentucky
$3K
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$953 +$953 +16,394 New
TU
246
TDAM USA
Ontario, Canada
-$5.7M -105,572 Closed
Comerica Bank
247
Comerica Bank
Texas
-$1.21M -22,364 Closed
TPSF
248
Texas Permanent School Fund
Texas
-$1.18M -21,900 Closed
SCG
249
Strategic Capital Group
Washington
-$752K -13,918 Closed
VKH
250
Virtu KCG Holdings
New York
-$719K -13,304 Closed