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iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+16
Holders Change %
+5.86%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.6%
New
35
Increased
105
Reduced
82
Closed
16
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
LWAC
76
Laurel Wealth Advisors (California)
California
$3.21M +$3.21M +42,210 New
SI
77
Stephens Inc
Arkansas
$3.2M -$66.5K -1,134 -2%
FPIS
78
Financial Planning & Information Services
Wisconsin
$3.02M -$168K -2,864 -5%
First Trust Advisors
79
First Trust Advisors
Illinois
$2.91M -$47.8K -816 -2%
RFC
80
Regions Financial Corp
Alabama
$2.66M +$395K +6,734 +17%
OBWP
81
O'Brien Wealth Partners
Massachusetts
$2.65M +$2.65M +45,250 New
PAI
82
Pittenger & Anderson Inc
Nebraska
$2.59M
SCG
83
Sonata Capital Group
Washington
$2.58M -$17.5K -298 -0.7%
CB
84
Chemical Bank
Michigan
$2.53M -$441K -7,520 -15%
IA
85
IFP Advisors
Florida
$2.42M +$2.42M +41,340 New
CBB
86
Citizens Business Bank
California
$2.3M -$273K -4,664 -11%
TAM
87
Todd Asset Management
Kentucky
$2.3M -$53.9K -920 -2%
CAM
88
Capstone Asset Management
Texas
$2.27M -$62.3K -1,064 -3%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$2.19M +$31.5K +538 +1%
MCM
90
MV Capital Management
Maryland
$2.03M -$2.58K -44 -0.1%
GIM
91
Goelzer Investment Management
Indiana
$1.92M +$248K +4,234 +15%
CWM
92
Confluence Wealth Management
Oregon
$1.9M -$44.1K -752 -2%
GG
93
Gofen & Glossberg
Illinois
$1.88M -$35.2K -600 -2%
US Bancorp
94
US Bancorp
Minnesota
$1.84M -$26K -444 -1%
PAG
95
Private Advisor Group
New Jersey
$1.66M +$268K +4,568 +19%
CW
96
Cobiz Wealth
Colorado
$1.65M -$8.2K -140 -0.5%
HFS
97
HL Financial Services
Kentucky
$1.58M -$42.2K -720 -3%
NCM
98
Neumann Capital Management
California
$1.56M +$93.7K +1,600 +6%
BSB
99
Bangor Savings Bank
Maine
$1.51M +$35.3K +602 +2%
WA
100
Waverly Advisors
Alabama
$1.5M -$11.2K -192 -0.7%