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iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+16
Holders Change %
+5.86%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.6%
New
35
Increased
105
Reduced
82
Closed
16
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
226
Citizens Financial Group
Rhode Island
$111K +$111K +1,900 New
FIB
227
First Interstate Bank
Montana
$103K +$85.4K +1,460 +487%
KTC
228
Kistler-Tiffany Companies
Pennsylvania
$102K
TAIM
229
TD Ameritrade Investment Management
Nebraska
$101K -$467 -8 -0.5%
CHC
230
City Holding Co
West Virginia
$94K -$118 -2 -0.1%
SMG
231
Spectrum Management Group
Indiana
$93K -$17.5K -300 -16%
GAM
232
Gemmer Asset Management
California
$88K
CHP
233
Cable Hill Partners
Oregon
$85K
PCTC
234
Perkins Coie Trust Company
Washington
$85K
CDIA
235
Capital Directions Investment Advisors
Georgia
$83K
GWM
236
Gupta Wealth Management
California
$80K +$5.38K +92 +7%
CBT
237
Central Bank & Trust
Kentucky
$77K
WA
238
Winfield Associates
Ohio
$71K
MBT
239
Monroe Bank & Trust
Michigan
$70K
JGIA
240
Jackson Grant Investment Advisers
Connecticut
$70K +$70K +1,188 New
FCCM
241
First City Capital Management
Georgia
$55.1K
BBHC
242
Brown Brothers Harriman & Co
New York
$51K -$16.8K -286 -25%
SF
243
Synovus Financial
Georgia
$50K
BlackRock
244
BlackRock
New York
$50K +$50K +856 New
PSUF
245
People's United Financial
Connecticut
$49K
WA
246
WFG Advisors
Texas
$44K -$6.15K -104 -12%
WRM
247
Westport Resources Management
Connecticut
$44K +$464 +8 +1%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$42.4K +$27.8K +474 +190%
TIM
249
Tortoise Investment Management
New York
$42K
AIA
250
Allegis Investment Advisors
Idaho
$41K +$41K +708 New