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iShares S&P Mid-Cap 400 Value ETF

290 hedge funds and large institutions have $2.46B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
7.82%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
28
Increased
97
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$875K -$115K -1,784 -12%
AIM
127
Advantage Investment Management
Iowa
$865K +$676K +10,482 +357%
ABC
128
Associated Banc-Corp
Wisconsin
$851K +$14.8K +230 +2%
SWM
129
Segment Wealth Management
Texas
$849K
NPC
130
National Planning Corporation
California
$847K -$1.18M -18,710 -58%
CAN
131
Cetera Advisor Networks
California
$824K
MFS
132
MSI Financial Services
Massachusetts
$805K +$106K +1,648 +15%
Millennium Management
133
Millennium Management
New York
$789K +$367K +5,686 +87%
BCA
134
Bray Capital Advisors
Florida
$763K
Mariner
135
Mariner
Kansas
$762K +$493K +7,646 +183%
Bessemer Group
136
Bessemer Group
New Jersey
$757K
ICAS
137
Investors Capital Advisory Services
Massachusetts
$739K -$4.51K -70 -0.6%
RC
138
RegentAtlantic Capital
New Jersey
$721K -$32.8K -508 -4%
AWA
139
Arete Wealth Advisors
Illinois
$708K +$5.8K +90 +0.8%
FIM
140
Freedom Investment Management
Connecticut
$692K +$37.1K +576 +6%
BCM
141
BTC Capital Management
Iowa
$690K -$429K -6,660 -38%
PWAP
142
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$671K +$258 +4 +0%
OCM
143
One Capital Management
California
$646K -$5.67K -88 -0.9%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$640K -$15.1K -234 -2%
BFA
145
Bragg Financial Advisors
North Carolina
$638K -$15.3K -238 -2%
LWM
146
LBA Wealth Management
Florida
$626K +$4.51K +70 +0.7%
PAM
147
Peak Asset Management
Colorado
$625K
KCM
148
Kanawha Capital Management
Virginia
$606K
AC
149
Alexandria Capital
Virginia
$594K -$30.6K -474 -5%
WT
150
Whittier Trust
California
$583K