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iShares S&P Mid-Cap 400 Value ETF

244 hedge funds and large institutions have $2.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
7.09%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
45
Increased
84
Reduced
61
Closed
13
Calls
$965K
Puts
$349K
Net Calls
+$616K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
126
Destination Wealth Management
California
$735K -$85.4K -1,470 -10%
ICAS
127
Investors Capital Advisory Services
Massachusetts
$731K -$1.74K -30 -0.2%
AC
128
Alexandria Capital
Virginia
$706K -$52.6K -904 -7%
TIA
129
Tiemann Investment Advisors
California
$706K +$706K +12,142 New
PI
130
Placemark Investments
Illinois
$699K +$28.5K +490 +4%
PWAP
131
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$685K -$14.8K -254 -2%
Bessemer Group
132
Bessemer Group
New Jersey
$682K -$14.2K -244 -2%
RC
133
RegentAtlantic Capital
New Jersey
$679K
Natixis Advisors
134
Natixis Advisors
Massachusetts
$675K -$26.7K -460 -4%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$659K +$156K +2,680 +31%
MFS
136
MSI Financial Services
Massachusetts
$658K +$18.6K +320 +3%
SCM
137
Steward Capital Management
Michigan
$634K
BFA
138
Bragg Financial Advisors
North Carolina
$627K -$52K -894 -8%
CAN
139
Cetera Advisor Networks
California
$627K +$118K +2,020 +23%
GIM
140
Goelzer Investment Management
Indiana
$602K -$116K -2,000 -16%
HCM
141
Hollencrest Capital Management
California
$600K +$600K +10,320 New
FIG
142
FundX Investment Group
California
$598K -$68.4M -1,176,728 -99%
CA
143
Cetera Advisors
Colorado
$577K +$93K +1,600 +19%
FIM
144
Freedom Investment Management
Connecticut
$567K -$18.2K -314 -3%
KCM
145
Kanawha Capital Management
Virginia
$552K
SI
146
SII Investments
Wisconsin
$500K +$2.9K +50 +0.6%
LWM
147
LBA Wealth Management
Florida
$454K +$454K +7,820 New
ACI
148
Alpha Cubed Investments
California
$452K +$452K +7,770 New
BPCA
149
Bank Pictet & Cie (Asia)
Singapore
$452K +$452K +7,780 New
QCMC
150
Quantum Capital Management (California)
California
$444K -$10K -172 -2%