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iShares S&P Mid-Cap 400 Value ETF

242 hedge funds and large institutions have $2.13B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
6.99%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.66%
New
21
Increased
90
Reduced
74
Closed
22
Calls
$1.87M
Puts
$397K
Net Calls
+$1.47M
Net Calls Change
+$854K
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$15.1K
OIA
227
Optimum Investment Advisors
Illinois
$14K
WC
228
Whitnell & Co
Illinois
$14K
WA
229
Winfield Associates
Ohio
$13K
CTC
230
Central Trust Company
Missouri
$13K +$6.08K +100 +88%
AssetMark Inc
231
AssetMark Inc
California
$12K -$247 -4 -2%
HRIA
232
Haberer Registered Investment Advisor
Ohio
$10K
ACS
233
Archford Capital Strategies
Illinois
$10K +$10K +166 New
DSC
234
Duncker Streett & Co
Missouri
$9K
SSB
235
Sandy Spring Bank
Maryland
$7K
AA
236
AlphaMark Advisors
Kentucky
$7K
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$6K -$5.06K -86 -46%
PFO
238
Pathstone Family Office
New Jersey
$6K
PWAG
239
Polaris Wealth Advisory Group
California
$6K
MA
240
MCF Advisors
Kentucky
$3K
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$967 -$20 -338 -2%
DWA
242
Dorsey Wright & Associates
California
-$9.18M -161,500 Closed
CS
243
Credit Suisse
Switzerland
-$4.04M -69,498 Closed
MWM
244
Merriman Wealth Management
Washington
-$1.88M -32,342 Closed
DS
245
DRW Securities
Illinois
-$1.71M -29,418 Closed
TH
246
Timber Hill
Connecticut
-$1.56M -26,848 Closed
TRCT
247
Tower Research Capital (TRC)
New York
-$1.36M -23,438 Closed
FAT
248
First American Trust
California
-$742K -12,760 Closed
FIG
249
FundX Investment Group
California
-$598K -10,290 Closed
BPCA
250
Bank Pictet & Cie (Asia)
Singapore
-$452K -7,780 Closed