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iShares S&P Mid-Cap 400 Value ETF

216 hedge funds and large institutions have $1.85B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
7.01%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.58%
New
19
Increased
97
Reduced
60
Closed
12
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Shares
Change %
CPO
151
Cerity Partners OCIO
New York
$348K
JWM
152
Jacobus Wealth Management
Wisconsin
$338K
JIC
153
Johnson Investment Counsel
Ohio
$314K -$5.39K -100 -2%
PFG
154
Pacific Financial Group
Washington
$313K -$30.4K -564 -9%
V
155
Veritable
Delaware
$308K
SC
156
SouthState Corp
Florida
$295K +$295K +5,462 New
Creative Planning
157
Creative Planning
Kansas
$293K +$54.5K +1,008 +23%
HCA
158
Harbour Capital Advisors
Virginia
$287K
WCM
159
Wealthcare Capital Management
Virginia
$285K +$14.6K +270 +5%
FCI
160
Financial Counselors Inc
Kansas
$261K +$29.8K +550 +13%
BOTW
161
Bank of the West
California
$252K -$2.38K -44 -0.9%
CBU
162
CIBC Bank USA
Illinois
$243K
NCM
163
Narwhal Capital Management
Georgia
$238K
BAAM
164
Baker Avenue Asset Management
California
$227K -$2.07M -38,242 -90%
BMO
165
Beck Mack & Oliver
New York
$221K -$10.8K -200 -5%
JIR
166
James Investment Research
Ohio
$219K -$75.7K -1,400 -26%
EWM
167
Evercore Wealth Management
New York
$218K
AIM
168
Acropolis Investment Management
Missouri
$218K -$166K -3,080 -43%
BRWA
169
B. Riley Wealth Advisors
Florida
$212K -$12.1K -224 -5%
DCM
170
Donaldson Capital Management
Indiana
$204K -$10.3K -190 -5%
PP
171
Patten & Patten
Tennessee
$202K +$202K +3,738 New
FNBT
172
FineMark National Bank & Trust
Florida
$168K +$34.4K +636 +26%
BAM
173
Barrett Asset Management
New York
$130K +$1.51K +28 +1%
MWP
174
MYCIO Wealth Partners
Pennsylvania
$120K +$541 +10 +0.5%
M
175
MOTCO
Texas
$117K