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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 %
KWMG
51
King Wealth Management Group
Florida
$6.48M +$14.3K +218 +0.2%
CWM
52
Cranbrook Wealth Management
Michigan
$6.38M -$225K -3,444 -3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$6.34M -$2.24M -34,254 -26%
EPP
54
ETF Portfolio Partners
Kansas
$5.87M +$84.1K +1,284 +1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$5.83M -$131 -2 -0%
RWA
56
River Wealth Advisors
Pennsylvania
$5.76M +$5.76M +88,040 New
IB
57
Intrust Bank
Kansas
$5.54M -$205K -3,134 -4%
BEC
58
Blue Edge Capital
Virginia
$5.13M -$80.1K -1,224 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$5.13M +$5.13M +78,384 New
SG Americas Securities
60
SG Americas Securities
New York
$4.9M -$157K -2,400 -3%
Jane Street
61
Jane Street
New York
$4.82M +$4.82M +73,534 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$4.81M +$1.23M +18,816 +34%
FAAS
63
First Allied Advisory Services
California
$4.76M +$179K +2,742 +4%
VFS
64
VSR Financial Services
Kansas
$4.61M -$62.1K -948 -1%
GLA
65
Great Lakes Advisors
Illinois
$4.44M -$82.1K -1,254 -2%
FMBTD
66
First Midwest Bank Trust Division
Illinois
$4M -$9.98M -152,460 -71%
AA
67
Alesco Advisors
New York
$3.95M -$192K -2,930 -5%
CBB
68
Citizens Business Bank
California
$3.9M -$63.5K -970 -2%
LA
69
Leonetti & Associates
Illinois
$3.88M +$37.4K +572 +1%
CFA
70
Camarda Financial Advisors
Florida
$3.85M +$639K +9,760 +20%
JFA
71
JNBA Financial Advisors
Minnesota
$3.84M +$162K +2,474 +4%
HighTower Advisors
72
HighTower Advisors
Illinois
$3.8M -$933K -14,246 -20%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$3.78M +$187K +2,854 +5%
FPIS
74
Financial Planning & Information Services
Wisconsin
$3.63M -$16.1K -246 -0.4%
BTS
75
BB&T Securities
Virginia
$3.45M -$94.3K -144 -3%