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iShares S&P Mid-Cap 400 Value ETF

254 hedge funds and large institutions have $2.31B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
7.38%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.81%
New
20
Increased
98
Reduced
75
Closed
15
Calls
$241K
Puts
$205K
Net Calls
+$36K
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
226
Tortoise Investment Management
New York
$36K
KT
227
Kanaly Trust
Texas
$35K
TDC
228
Thompson Davis & Co
Virginia
$35K +$35K +582 New
EWM
229
Elite Wealth Management
Washington
$33K
S
230
SignatureFD
Georgia
$31K
SCA
231
Strategic Capital Alternatives
United States
$25K +$25K +408 New
FANJ
232
Financial Architects (New Jersey)
New Jersey
$24K
WA
233
WealthTrust-Arizona
Arizona
$24K +$24K +400 New
1IC
234
1919 Investment Counsel
Maryland
$23K
TCCM
235
Timber Creek Capital Management
Massachusetts
$21K
MAS
236
Madden Advisory Services
Florida
$21K +$21K +344 New
HR
237
Howe & Rusling
New York
$19K
DSC
238
Duncker Streett & Co
Missouri
$18K +$118 +2 +0.7%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$15K
OIA
240
Optimum Investment Advisors
Illinois
$14K
WC
241
Whitnell & Co
Illinois
$14K
CTC
242
Central Trust Company
Missouri
$13K
HDIM
243
Hanson & Doremus Investment Management
Vermont
$13K
WA
244
Winfield Associates
Ohio
$13K
NSIM
245
North Star Investment Management
Illinois
$12K -$24.2K -404 -67%
PVH
246
Psagot Value Holdings
Israel
$12K -$5.13K -82 -30%
AssetMark Inc
247
AssetMark Inc
California
$11K -$237 -4 -2%
ACS
248
Archford Capital Strategies
Illinois
$10K
HRIA
249
Haberer Registered Investment Advisor
Ohio
$10K
SSB
250
Sandy Spring Bank
Maryland
$7K