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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 %
AssetMark Inc
276
AssetMark Inc
California
$12K -$129 -2 -1%
OSNBOA
277
Old Second National Bank of Aurora
Illinois
$12K
ACS
278
Archford Capital Strategies
Illinois
$10.9K
HRIA
279
Haberer Registered Investment Advisor
Ohio
$10K
PMFA
280
Plante Moran Financial Advisors
Michigan
$7K -$50K -800 -88%
WEC
281
Winslow Evans & Crocker
Massachusetts
$5.5K
MA
282
MCF Advisors
Kentucky
$4K
W
283
Wealthfront
California
$4K +$4K +56 New
TWA
284
TCI Wealth Advisors
Arizona
$3K +$3K +40 New
DBT
285
Dubuque Bank & Trust
Iowa
$3K +$3K +52 New
FNBOO
286
First National Bank of Omaha
Nebraska
$285
Manulife (Manufacturers Life Insurance)
287
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89 -$916 -13,998 -91%
Deutsche Bank
288
Deutsche Bank
Germany
-$22.7M -355,452 Closed
GC
289
Guggenheim Capital
Illinois
-$11.3M -176,400 Closed
IFS
290
Ifrah Financial Services
Arkansas
-$6.8M -106,400 Closed
Goldman Sachs
291
Goldman Sachs
New York
-$3.2M -50,030 Closed
LMIM
292
Lockheed Martin Investment Management
Maryland
-$1.53M -23,852 Closed
BOTW
293
Bank of the West
California
-$1.09M -17,092 Closed
VF
294
Virtu Financial
New York
-$547K -8,566 Closed
CWM
295
Concert Wealth Management
California
-$405K -6,316 Closed
BAM
296
Barrett Asset Management
New York
-$236K -3,690 Closed
FFA
297
First Foundation Advisors
California
-$210K -3,290 Closed
ECM
298
Exchange Capital Management
Michigan
-$161K -2,520 Closed
KTC
299
Kistler-Tiffany Companies
Pennsylvania
-$111K -1,734 Closed
CIA
300
Choate Investment Advisors
Massachusetts
-$98.7K -1,540 Closed