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iShares S&P Mid-Cap 400 Value ETF

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
Net Calls
+$888K
Net Calls Change
-$582K
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
126
Marquette Asset Management
Minnesota
$901K
YP
127
Yellowstone Partners
Idaho
$891K +$16.4K +258 +2%
PO
128
Private Ocean
California
$871K +$1.02K +16 +0.1%
CBN
129
Cadence Bank NA
Texas
$869K +$9.27K +146 +1%
WTC
130
WhitTier Trust Company
Nevada
$864K
BRWA
131
B. Riley Wealth Advisors
Florida
$822K +$417K +13,336 +103%
DWM
132
Destination Wealth Management
California
$812K +$5.84K +92 +0.7%
ICAS
133
Investors Capital Advisory Services
Massachusetts
$763K -$7.99K -126 -1%
TIA
134
Tiemann Investment Advisors
California
$761K -$7.62K -120 -1%
CAN
135
Cetera Advisor Networks
California
$761K +$6.85K +108 +0.9%
Barclays
136
Barclays
United Kingdom
$752K +$318K +5,028 +73%
PWAP
137
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$748K +$254 +4 +0%
Bessemer Group
138
Bessemer Group
New Jersey
$745K
RC
139
RegentAtlantic Capital
New Jersey
$742K
Natixis Advisors
140
Natixis Advisors
Massachusetts
$711K -$5.59K -88 -0.8%
ABC
141
Associated Banc-Corp
Wisconsin
$694K -$80K -1,260 -10%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$693K -$5.36M -84,564 -89%
AWA
143
Arete Wealth Advisors
Illinois
$691K +$691K +10,890 New
OCM
144
One Capital Management
California
$680K -$24.1K -380 -3%
CK
145
Carnick & Kubik
Colorado
$670K +$670K +10,556 New
BFA
146
Bragg Financial Advisors
North Carolina
$659K -$25.4K -400 -4%
AC
147
Alexandria Capital
Virginia
$644K +$381 +6 +0.1%
SCM
148
Steward Capital Management
Michigan
$638K -$50.8K -800 -7%
FIM
149
Freedom Investment Management
Connecticut
$638K +$39.5K +622 +7%
SFG
150
SNS Financial Group
Minnesota
$633K +$157K +2,478 +33%