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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 %
TIM
251
Tortoise Investment Management
New York
$47K
PIM
252
Parasol Investment Management
Illinois
$43K -$66.2K -1,000 -61%
CFS
253
Commonwealth Financial Services
West Virginia
$43K +$32K +486 +289%
SSB
254
Sandy Spring Bank
Maryland
$42K +$33.9K +520 +419%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$39.3K +$22.9K +350 +140%
S
256
SignatureFD
Georgia
$34K
UFA
257
US Financial Advisors
Massachusetts
$32K
KCM
258
Karp Capital Management
California
$29K
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$28K -$11.8K -182 -30%
ZB
260
Zions Bancorporation
Utah
$28K +$28K +432 New
FANJ
261
Financial Architects (New Jersey)
New Jersey
$26K
WA
262
WealthTrust-Arizona
Arizona
$26K
IF
263
Ironwood Financial
Arizona
$26K
AF
264
Allworth Financial
California
$26K +$26K +394 New
IWM
265
Integrated Wealth Management
California
$25K +$25K +390 New
FPFS
266
First Personal Financial Services
North Carolina
$24K
HR
267
Howe & Rusling
New York
$21K
DSC
268
Duncker Streett & Co
Missouri
$20K
CWM
269
Catamount Wealth Management
Connecticut
$20K
CTC
270
Central Trust Company
Missouri
$20K +$5.73K +86 +40%
TDC
271
Thompson Davis & Co
Virginia
$19K -$20.4K -318 -52%
OIA
272
Optimum Investment Advisors
Illinois
$15K
HDIM
273
Hanson & Doremus Investment Management
Vermont
$14K
WC
274
Whitnell & Co
Illinois
$13K -$2.98K -44 -19%
NSIM
275
North Star Investment Management
Illinois
$13K