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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 %
CFS
251
Commonwealth Financial Services
West Virginia
$38K
SSB
252
Sandy Spring Bank
Maryland
$37K
ACM
253
Argentus Capital Management
Texas
$35K -$137K -2,340 -80%
S
254
SignatureFD
Georgia
$30K
UFA
255
US Financial Advisors
Massachusetts
$29K
AF
256
Allworth Financial
California
$29K +$2.24K +38 +8%
PSI
257
Pinnacle Summer Investments
Virginia
$28K -$404K -6,756 -94%
ANBT
258
American National Bank & Trust
Texas
$27K
CTC
259
Central Trust Company
Missouri
$26K
MFW
260
Mosaic Family Wealth
Missouri
$26K +$26K +456 New
IWM
261
Integrated Wealth Management
California
$23K
ZB
262
Zions Bancorporation
Utah
$23K
HR
263
Howe & Rusling
New York
$22K
FPFS
264
First Personal Financial Services
North Carolina
$21K
PFG
265
Piershale Financial Group
Illinois
$21K +$21K +350 New
CWM
266
Catamount Wealth Management
Connecticut
$18K
DSC
267
Duncker Streett & Co
Missouri
$18K
TDC
268
Thompson Davis & Co
Virginia
$17K
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$17K +$17K +290 New
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$15K
HDIM
271
Hanson & Doremus Investment Management
Vermont
$13K
NSIM
272
North Star Investment Management
Illinois
$12K
WC
273
Whitnell & Co
Illinois
$11K
AssetMark Inc
274
AssetMark Inc
California
$10K -$225 -4 -2%
OSNBOA
275
Old Second National Bank of Aurora
Illinois
$10K