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iShares S&P Mid-Cap 400 Value ETF

273 hedge funds and large institutions have $2.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
7.63%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.61%
New
17
Increased
88
Reduced
83
Closed
31
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
126
Bessemer Group
New Jersey
$725K +$48.4K +840 +7%
NPC
127
National Planning Corporation
California
$719K -$117K -1,876 -14%
RC
128
RegentAtlantic Capital
New Jersey
$670K +$25.4K +440 +4%
ICAS
129
Investors Capital Advisory Services
Massachusetts
$661K
AIM
130
Advantage Investment Management
Iowa
$645K -$129K -2,230 -17%
PWAP
131
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$600K
CA
132
Cetera Advisors
Colorado
$594K -$223K -3,854 -27%
OCM
133
One Capital Management
California
$578K
Jane Street
134
Jane Street
New York
$572K +$572K +9,914 New
BFA
135
Bragg Financial Advisors
North Carolina
$571K
PAM
136
Peak Asset Management
Colorado
$559K
Millennium Management
137
Millennium Management
New York
$553K -$153K -2,648 -22%
LWM
138
LBA Wealth Management
Florida
$537K -$23.1K -400 -4%
BCM
139
BTC Capital Management
Iowa
$536K -$80.7K -1,400 -13%
KCM
140
Kanawha Capital Management
Virginia
$535K -$6.92K -120 -1%
AC
141
Alexandria Capital
Virginia
$529K -$1.85K -32 -0.3%
FMWA
142
Forvis Mazars Wealth Advisors
Missouri
$522K -$50.1K -870 -9%
WT
143
Whittier Trust
California
$521K
BTNA
144
Bremer Trust National Association
Minnesota
$518K +$64K +1,110 +14%
SG Americas Securities
145
SG Americas Securities
New York
$501K -$2.22M -38,510 -82%
Betterment LLC
146
Betterment LLC
New York
$497K +$168K +2,918 +51%
MFS
147
MSI Financial Services
Massachusetts
$474K -$246K -4,264 -34%
Barclays
148
Barclays
United Kingdom
$462K
HIM
149
Hanlon Investment Management
New Jersey
$441K -$69.4K -1,204 -14%
PFG
150
Pacific Financial Group
Washington
$428K +$53.9K +934 +14%