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iShares S&P Mid-Cap 400 Value ETF

242 hedge funds and large institutions have $2.13B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
6.99%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.66%
New
21
Increased
90
Reduced
74
Closed
22
Calls
$1.87M
Puts
$397K
Net Calls
+$1.47M
Net Calls Change
+$854K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
51
Cranbrook Wealth Management
Michigan
$6.21M -$482K -8,002 -7%
KFA
52
Kays Financial Advisory
Georgia
$6.21M +$71.3K +1,184 +1%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$6.15M -$567K -9,414 -8%
RJA
54
Raymond James & Associates
Florida
$6.03M +$220K +3,660 +4%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$5.75M +$3.65M +60,700 +174%
IB
56
Intrust Bank
Kansas
$5.64M
SFI
57
SPC Financial Inc
Maryland
$5.63M -$1.15M -19,060 -17%
CAL
58
Capital Analysts LLC
Pennsylvania
$5.62M -$187K -3,112 -3%
KWMG
59
King Wealth Management Group
Florida
$5.51M -$93.7K -1,556 -2%
WTNA
60
Wilmington Trust National Association
Delaware
$5.32M -$195K -3,240 -4%
FAAS
61
First Allied Advisory Services
California
$4.94M +$44.9K +746 +0.9%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$4.83M +$101K +1,682 +2%
CBB
63
Citizens Business Bank
California
$4.79M -$134K -2,228 -3%
VFS
64
VSR Financial Services
Kansas
$4.7M +$236K +3,924 +5%
CNB
65
City National Bank
California
$4.61M -$593K -9,842 -11%
M&T Bank
66
M&T Bank
New York
$4.57M +$1.1M +18,230 +32%
CMP
67
Courage Miller Partners
Virginia
$4.51M +$224K +3,728 +5%
GT
68
Greenleaf Trust
Michigan
$4.47M -$585K -9,710 -12%
GLA
69
Great Lakes Advisors
Illinois
$4.17M +$83K +1,378 +2%
AA
70
Alesco Advisors
New York
$3.88M +$145K +2,400 +4%
TAM
71
Todd Asset Management
Kentucky
$3.77M -$243K -4,040 -6%
FPIS
72
Financial Planning & Information Services
Wisconsin
$3.55M +$482 +8 +0%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$3.45M +$1M +16,682 +41%
JFA
74
JNBA Financial Advisors
Minnesota
$3.23M -$43K -714 -1%
HighTower Advisors
75
HighTower Advisors
Illinois
$3.23M +$599K +9,950 +23%