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iShares S&P Mid-Cap 400 Value ETF

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
Net Calls
+$888K
Net Calls Change
-$582K
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
226
Parasol Investment Management
Illinois
$52K
WRM
227
Westport Resources Management
Connecticut
$47K
EAMA
228
EFG Asset Management (Americas)
Florida
$47K
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$39K +$32.5K +512 +502%
TIM
230
Tortoise Investment Management
New York
$38K
NSIM
231
North Star Investment Management
Illinois
$38K +$12.6K +200 +50%
KT
232
Kanaly Trust
Texas
$36K
EWM
233
Elite Wealth Management
Washington
$35K
S
234
SignatureFD
Georgia
$33K
SCG
235
Strategic Capital Group
Washington
$26K -$373K -5,916 -93%
1IC
236
1919 Investment Counsel
Maryland
$25K
FANJ
237
Financial Architects (New Jersey)
New Jersey
$25K +$25K +400 New
TCCM
238
Timber Creek Capital Management
Massachusetts
$23K
HR
239
Howe & Rusling
New York
$21K +$21K +324 New
ECM
240
Exchange Capital Management
Michigan
$20K
DSC
241
Duncker Streett & Co
Missouri
$19K +$9.38K +150 +97%
PVH
242
Psagot Value Holdings
Israel
$17K
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$15.9K
WC
244
Whitnell & Co
Illinois
$15K
OIA
245
Optimum Investment Advisors
Illinois
$15K
HDIM
246
Hanson & Doremus Investment Management
Vermont
$14K -$4.58K -70 -25%
CTC
247
Central Trust Company
Missouri
$14K
WA
248
Winfield Associates
Ohio
$13K
AssetMark Inc
249
AssetMark Inc
California
$12K -$253 -4 -2%
ACS
250
Archford Capital Strategies
Illinois
$10.5K