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iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
7.71%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
35
Increased
103
Reduced
80
Closed
21
Calls
Puts
$432K
Net Calls
-$432K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Shares
Change %
M
226
MOTCO
Texas
$142K
MWP
227
MYCIO Wealth Partners
Pennsylvania
$142K +$785 +12 +0.6%
EFSCE
228
Enterprise Financial Services Corp (EFSC)
Missouri
$140K
CCS
229
Crosspoint Capital Strategies
California
$128K +$128K +1,948 New
AIM
230
Acropolis Investment Management
Missouri
$109K -$73.9K -1,128 -40%
BRWM
231
B. Riley Wealth Management
Tennessee
$106K -$12.2K -188 -10%
CHC
232
City Holding Co
West Virginia
$105K
CG
233
Colony Group
Massachusetts
$104K -$1.87M -28,668 -95%
PCTC
234
Perkins Coie Trust Company
Washington
$95K
CHP
235
Cable Hill Partners
Oregon
$94K
CDIA
236
Capital Directions Investment Advisors
Georgia
$93K
WA
237
Winfield Associates
Ohio
$80K
ST
238
Smithfield Trust
Pennsylvania
$80K
MBT
239
Monroe Bank & Trust
Michigan
$79K
GWA
240
Genesis Wealth Advisors
Massachusetts
$75.8K
ANBT
241
American National Bank & Trust
Texas
$74K
TAIM
242
TD Ameritrade Investment Management
Nebraska
$71K +$11.9K +182 +20%
GAM
243
Gemmer Asset Management
California
$70K
BPBT
244
Boston Private Bank & Trust
Massachusetts
$65K
FCCM
245
First City Capital Management
Georgia
$60.2K
SF
246
Synovus Financial
Georgia
$56K
WA
247
WFG Advisors
Texas
$55K -$41.8K -634 -43%
PSUF
248
People's United Financial
Connecticut
$55K
WRM
249
Westport Resources Management
Connecticut
$49K +$131 +2 +0.3%
TNB
250
Thomasville National Bank
Georgia
$48K +$48K +740 New