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iShares S&P Mid-Cap 400 Value ETF

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
251
Wedbush Securities
California
$212K +$212K +3,304 New
CFA
252
CT Financial Advisors
Pennsylvania
$209K -$38.5K -602 -16%
KA
253
Klingman & Associates
New York
$207K
ONB
254
Old National Bancorp
Indiana
$203K -$87.6K -1,370 -30%
HNB
255
Huntington National Bank
Ohio
$185K -$168K
EWM
256
Endurance Wealth Management
Rhode Island
$177K
EFSCE
257
Enterprise Financial Services Corp (EFSC)
Missouri
$174K +$1.02K +16 +0.6%
VNA
258
Valley National Advisers
Pennsylvania
$153K
TAIM
259
TD Ameritrade Investment Management
Nebraska
$152K +$27.2K +424 +22%
M
260
MOTCO
Texas
$139K
QCG
261
Quadrant Capital Group
Ohio
$132K
MWP
262
MYCIO Wealth Partners
Pennsylvania
$132K +$514 +8 +0.4%
FIB
263
First Interstate Bank
Montana
$113K
KTC
264
Kistler-Tiffany Companies
Pennsylvania
$111K
CFG
265
Citizens Financial Group
Rhode Island
$110K -$5.12K -80 -4%
ST
266
Smithfield Trust
Pennsylvania
$109K -$128 -2 -0.1%
PG
267
Patten Group
Tennessee
$109K
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$102K +$102K +1,598 New
SCM
269
Southport Capital Management
Tennessee
$100K +$100K +1,562 New
PCTC
270
Perkins Coie Trust Company
Washington
$93K
CHP
271
Cable Hill Partners
Oregon
$93K
CDIA
272
Capital Directions Investment Advisors
Georgia
$91K
CHC
273
City Holding Co
West Virginia
$86K -$16K -250 -16%
IIC
274
Integrated Investment Consultants
Michigan
$84K -$9.11K -142 -10%
CCM
275
Cribstone Capital Management
Maine
$81K +$81K +1,264 New