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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 %
Ameriprise
101
Ameriprise
Minnesota
$1.36M -$1.21M -20,032 -47%
PFP
102
Pinnacle Financial Partners
Tennessee
$1.35M -$307K -5,100 -19%
SG Americas Securities
103
SG Americas Securities
New York
$1.19M -$8.24M -136,882 -87%
Citigroup
104
Citigroup
New York
$1.16M +$252K +4,182 +28%
SNT
105
Security National Trust
West Virginia
$1.08M +$15.1K +250 +1%
HCMT
106
Highland Capital Management (Tennessee)
Tennessee
$1.07M +$37.2K +618 +4%
ASN
107
Advisory Services Network
Georgia
$946K +$1.21K +20 +0.1%
AWM
108
Avior Wealth Management
Nebraska
$914K +$36.1K +600 +4%
BSB
109
Bangor Savings Bank
Maine
$908K -$361 -6 -0%
BOK
110
Bank of Kentucky
Kentucky
$881K
BHWM
111
Bar Harbor Wealth Management
New Hampshire
$875K +$3.37K +56 +0.4%
US Bancorp
112
US Bancorp
Minnesota
$866K +$25.1K +416 +3%
MAM
113
Marquette Asset Management
Minnesota
$855K
CA
114
Cetera Advisors
Colorado
$833K +$237K +3,946 +40%
YP
115
Yellowstone Partners
Idaho
$830K +$3.61K +60 +0.4%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$830K +$148K +2,454 +22%
PO
117
Private Ocean
California
$826K
WTC
118
WhitTier Trust Company
Nevada
$820K +$30.1K +500 +4%
PI
119
Placemark Investments
Illinois
$817K +$92.6K +1,538 +13%
CBN
120
Cadence Bank NA
Texas
$815K
BRWA
121
B. Riley Wealth Advisors
Florida
$779K +$323K +5,360 +71%
DWM
122
Destination Wealth Management
California
$765K +$3.13K +52 +0.4%
VC
123
Vicus Capital
Pennsylvania
$753K +$753K +12,510 New
ABC
124
Associated Banc-Corp
Wisconsin
$734K -$278K -4,612 -27%
ICAS
125
Investors Capital Advisory Services
Massachusetts
$732K -$25.9K -430 -3%