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iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+16
Holders Change %
+5.86%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.6%
New
35
Increased
105
Reduced
82
Closed
16
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
Cetera Advisors
Colorado
$862K +$258K +4,384 +43%
MAM
127
Marquette Asset Management
Minnesota
$832K
BHWM
128
Bar Harbor Wealth Management
New Hampshire
$818K -$46.4K -792 -5%
PO
129
Private Ocean
California
$811K +$1.29K +22 +0.2%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$796K +$796K +13,586 New
SPC
131
Sigma Planning Corp
Michigan
$788K +$20.2K +344 +3%
BRWA
132
B. Riley Wealth Advisors
Florida
$782K -$40.8K -696 -5%
WTC
133
WhitTier Trust Company
Nevada
$779K -$18.7K -320 -2%
SWP
134
Stratos Wealth Partners
Ohio
$775K +$396K +6,754 +104%
SWM
135
Segment Wealth Management
Texas
$771K
Millennium Management
136
Millennium Management
New York
$760K +$199K +3,390 +35%
PFA
137
Pure Financial Advisors
California
$736K +$426K +7,266 +137%
AFP
138
Ausdal Financial Partners
Iowa
$715K +$715K +12,196 New
Bessemer Group
139
Bessemer Group
New Jersey
$705K -$32.4K -552 -4%
RC
140
RegentAtlantic Capital
New Jersey
$681K
ICAS
141
Investors Capital Advisory Services
Massachusetts
$672K +$585 +10 +0.1%
FIM
142
Freedom Investment Management
Connecticut
$670K +$354K +6,036 +112%
PWAP
143
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$610K +$586 +10 +0.1%
LWM
144
LBA Wealth Management
Florida
$598K +$51.8K +884 +9%
BFA
145
Bragg Financial Advisors
North Carolina
$579K -$938 -16 -0.2%
PAM
146
Peak Asset Management
Colorado
$568K
PBO
147
Peoples Bank (Ohio)
Ohio
$558K +$558K +9,516 New
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$364K +6,204 +193%
NFG
149
NewFocus Financial Group
Washington
$548K +$548K +9,348 New
AC
150
Alexandria Capital
Virginia
$538K +$820 +14 +0.2%