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iShares S&P Mid-Cap 400 Value ETF

279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.45%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
52
Increased
95
Reduced
72
Closed
24
Calls
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$910K +$910K +14,242 New
MAM
127
Marquette Asset Management
Minnesota
$907K
PO
128
Private Ocean
California
$880K +$1.15K +18 +0.1%
CBN
129
Cadence Bank NA
Texas
$874K
WTC
130
WhitTier Trust Company
Nevada
$871K
DWM
131
Destination Wealth Management
California
$826K -$30.7K -480 -4%
PI
132
Placemark Investments
Illinois
$812K -$157K -2,452 -16%
CAN
133
Cetera Advisor Networks
California
$794K -$20.3K -318 -2%
SFG
134
SNS Financial Group
Minnesota
$755K +$81.1K +1,270 +12%
PWAP
135
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$754K +$383 +6 +0.1%
Bessemer Group
136
Bessemer Group
New Jersey
$750K
ABC
137
Associated Banc-Corp
Wisconsin
$748K +$48.8K +764 +7%
RC
138
RegentAtlantic Capital
New Jersey
$747K
ICAS
139
Investors Capital Advisory Services
Massachusetts
$737K -$25.9K -406 -3%
AWA
140
Arete Wealth Advisors
Illinois
$696K
OCM
141
One Capital Management
California
$653K -$7.92K -124 -1%
FIM
142
Freedom Investment Management
Connecticut
$648K -$58.4K -914 -8%
AC
143
Alexandria Capital
Virginia
$637K -$11.6K -182 -2%
PAM
144
Peak Asset Management
Colorado
$620K +$620K +9,698 New
RJT
145
Raymond James Trust
Florida
$619K +$289K +4,516 +88%
BFA
146
Bragg Financial Advisors
North Carolina
$609K
KCM
147
Kanawha Capital Management
Virginia
$601K
CAS
148
Cue Advisory Services
Arizona
$588K +$588K +9,204 New
WT
149
Whittier Trust
California
$578K
MFS
150
MSI Financial Services
Massachusetts
$576K -$52.6K -824 -8%