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iShares S&P Mid-Cap 400 Value ETF

254 hedge funds and large institutions have $2.31B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 15 closing their positions.

Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
7.38%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.81%
New
20
Increased
98
Reduced
75
Closed
15
Calls
$241K
Puts
$205K
Net Calls
+$36K
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
DBIA
101
Dumont & Blake Investment Advisors
New Jersey
$1.59M +$19.7K +328 +1%
GT
102
Glenmede Trust
Pennsylvania
$1.51M
William Blair & Company
103
William Blair & Company
Illinois
$1.47M
UCFA
104
United Capital Financial Advisors
Texas
$1.45M -$164K -2,722 -10%
TH
105
Timber Hill
Connecticut
$1.44M +$133K +2,210 +10%
US Bancorp
106
US Bancorp
Minnesota
$1.4M +$443K +7,356 +46%
FHA
107
First Horizon Advisors
Tennessee
$1.37M +$19.7K +328 +1%
PFP
108
Pinnacle Financial Partners
Tennessee
$1.33M +$3.01K +50 +0.2%
ASN
109
Advisory Services Network
Georgia
$1.18M +$146K +2,428 +14%
Citigroup
110
Citigroup
New York
$1.16M -$8.31K -138 -0.7%
BSB
111
Bangor Savings Bank
Maine
$1.12M +$125K +2,082 +13%
SNT
112
Security National Trust
West Virginia
$1.08M +$13.8K +230 +1%
HCMT
113
Highland Capital Management (Tennessee)
Tennessee
$1.06M +$722 +12 +0.1%
AWM
114
Avior Wealth Management
Nebraska
$980K -$241 -4 -0%
BOK
115
Bank of Kentucky
Kentucky
$964K +$78.2K +1,300 +9%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$948K +$60.2K +990 +7%
PI
117
Placemark Investments
Illinois
$911K -$82.7K -1,374 -8%
BRWA
118
B. Riley Wealth Advisors
Florida
$905K -$675K -11,228 -43%
YP
119
Yellowstone Partners
Idaho
$874K +$29.5K +490 +3%
BHWM
120
Bar Harbor Wealth Management
New Hampshire
$862K -$14.6K -242 -2%
MAM
121
Marquette Asset Management
Minnesota
$854K
PO
122
Private Ocean
California
$827K +$963 +16 +0.1%
CBN
123
Cadence Bank NA
Texas
$823K -$602 -10 -0.1%
CA
124
Cetera Advisors
Colorado
$820K -$332K -5,564 -29%
WTC
125
WhitTier Trust Company
Nevada
$820K