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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 %
MFS
101
MSI Financial Services
Massachusetts
$1.46M +$974K +16,624 +202%
GT
102
Glenmede Trust
Pennsylvania
$1.45M
William Blair & Company
103
William Blair & Company
Illinois
$1.44M -$10.5K -180 -0.7%
PFP
104
Pinnacle Financial Partners
Tennessee
$1.43M +$213K +3,640 +17%
UB
105
UMB Bank
Missouri
$1.4M +$1.4M +23,878 New
CAN
106
Cetera Advisor Networks
California
$1.39M -$14.2K -242 -1%
Citadel Advisors
107
Citadel Advisors
Florida
$1.34M -$18.2K -310 -1%
AIG
108
American International Group
New York
$1.27M +$249K +4,248 +24%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$1.21M +$5.86K +100 +0.5%
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$1.2M +$1.2M +20,520 New
SNT
111
Security National Trust
West Virginia
$1.19M +$35.2K +600 +3%
TFF
112
The Family Firm
Maryland
$1.18M +$4.45K +76 +0.4%
UCFA
113
United Capital Financial Advisors
Texas
$1.15M +$821 +14 +0.1%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$1.14M +$26.3K +448 +2%
HCMT
115
Highland Capital Management (Tennessee)
Tennessee
$1.12M +$45.5K +776 +4%
FHA
116
First Horizon Advisors
Tennessee
$1.06M -$121K -2,070 -10%
RPG
117
Risk Paradigm Group
Texas
$1.04M +$1.04M +17,832 New
AWM
118
Avior Wealth Management
Nebraska
$1.04M +$32.7K +558 +3%
TIA
119
Tiemann Investment Advisors
California
$953K +$82.9K +1,414 +10%
DBIA
120
Dumont & Blake Investment Advisors
New Jersey
$948K +$48.6K +830 +5%
Citigroup
121
Citigroup
New York
$944K -$52.4K -894 -5%
ABC
122
Associated Banc-Corp
Wisconsin
$944K +$102K +1,742 +12%
MCM
123
Millie Capital Management
California
$926K -$166K -2,840 -15%
YP
124
Yellowstone Partners
Idaho
$920K -$84.1K -1,434 -8%
Betterment LLC
125
Betterment LLC
New York
$920K +$415K +7,082 +82%