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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 %
AIP
76
Ameritas Investment Partners
Nebraska
$3.28M +$150K +2,294 +5%
SI
77
Stephens Inc
Arkansas
$3.28M +$19.8K +302 +0.6%
Ameriprise
78
Ameriprise
Minnesota
$3.24M +$1.01M +15,406 +45%
CB
79
Chemical Bank
Michigan
$3.23M -$57K -870 -2%
First Trust Advisors
80
First Trust Advisors
Illinois
$3.12M -$50.4K -770 -2%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$2.93M +$232K +3,538 +9%
SCG
82
Sonata Capital Group
Washington
$2.91M -$105K -1,600 -3%
CNB
83
City National Bank
California
$2.89M -$684K -10,452 -19%
PAI
84
Pittenger & Anderson Inc
Nebraska
$2.89M
CAM
85
Capstone Asset Management
Texas
$2.66M -$28.3K -432 -1%
CS
86
Credit Suisse
Switzerland
$2.61M +$2.28M +34,874 +709%
RPG
87
Risk Paradigm Group
Texas
$2.5M +$2.5M +38,186 New
CWM
88
Confluence Wealth Management
Oregon
$2.34M +$47.7K +728 +2%
TRCT
89
Tower Research Capital (TRC)
New York
$2.31M +$2.31M +35,254 New
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$2.31M +$223K +3,408 +11%
RFC
91
Regions Financial Corp
Alabama
$2.3M +$154K +2,344 +7%
TAM
92
Todd Asset Management
Kentucky
$2.29M -$135K -2,060 -6%
PAG
93
Private Advisor Group
New Jersey
$2.24M -$232K -3,548 -9%
GG
94
Gofen & Glossberg
Illinois
$2.14M
NPC
95
National Planning Corporation
California
$2.09M -$1.55M -23,830 -43%
MCM
96
MV Capital Management
Maryland
$2.02M +$787K +12,020 +64%
GIM
97
Goelzer Investment Management
Indiana
$1.92M -$121K -1,846 -6%
WA
98
Waverly Advisors
Alabama
$1.91M -$239K -3,644 -11%
DBIA
99
Dumont & Blake Investment Advisors
New Jersey
$1.86M +$96.9K +1,480 +6%
UCFA
100
United Capital Financial Advisors
Texas
$1.85M +$127K +1,946 +7%