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iShares S&P Mid-Cap 400 Value ETF

290 hedge funds and large institutions have $2.46B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
7.82%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
28
Increased
97
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCA
26
Rex Capital Advisors
Rhode Island
$14.9M 115,479 +991 +0.9%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$14.6M 112,931 -331 -0.3%
DPIM
28
Duff & Phelps Investment Management
Illinois
$14M 108,740 +300 +0.3%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$13.6M 105,777 +2,996 +3%
GIA
30
GHP Investment Advisors
Colorado
$13.6M 109,025 -4,044 -4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$13.3M 103,197 -7,238 -7%
RJA
32
Raymond James & Associates
Florida
$13M 100,530 +3,272 +3%
CPSAC
33
Chas P. Smith & Associates (CPS)
Florida
$12.5M 97,160 -2,649 -3%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$12.1M 93,790 +724 +0.8%
KPCM
35
Kings Point Capital Management
New York
$11.5M 89,406 +2,335 +3%
LI
36
LVZ Inc
Michigan
$11.5M 90,385 +4,466 +5%
MCM
37
MAI Capital Management
Ohio
$11.4M 88,289 -3,046 -3%
DADC
38
D.A. Davidson & Co
Montana
$10.7M 82,765 +9,097 +12%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$10.2M 79,162 -6,594 -8%
1IA
40
1834 Investment Advisors
Wisconsin
$10.2M 79,164 -465 -0.6%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$10.1M 78,559 +78,559 New
CAL
42
Capital Analysts LLC
Pennsylvania
$8.49M 65,835 +4,743 +8%
CC
43
Courier Capital
New York
$7.97M 61,763 +697 +1%
AMG
44
Asset Management Group
Connecticut
$7.59M 58,814 +42 +0.1%
CAL
45
Capital Advisors Ltd
Ohio
$7.17M 55,589 +592 +1%
MA
46
MUFG Americas
New York
$6.69M 51,878 -687 -1%
KFA
47
Kays Financial Advisory
Georgia
$6.69M 51,850 +550 +1%
KWMG
48
King Wealth Management Group
Florida
$6.61M 51,266 +1,784 +4%
SFI
49
SPC Financial Inc
Maryland
$6.41M 49,713 -1,283 -3%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$6.3M 48,820 +430 +0.9%