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iShares S&P Mid-Cap 400 Value ETF

244 hedge funds and large institutions have $2.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
7.09%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
45
Increased
84
Reduced
61
Closed
13
Calls
$965K
Puts
$349K
Net Calls
+$616K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
151
KCM Investment Advisors
California
$443K
Barclays
152
Barclays
United Kingdom
$442K
BRWA
153
B. Riley Wealth Advisors
Florida
$440K +$212K +3,656 +93%
OC
154
Oppenheimer & Co
New York
$420K +$20.8K +358 +5%
SC
155
SouthState Corp
Florida
$415K +$97.5K +1,678 +31%
PSI
156
Pinnacle Summer Investments
Virginia
$409K +$1.4K +24 +0.3%
WT
157
Whittier Trust
California
$401K
Invesco
158
Invesco
Georgia
$376K -$12.1K -208 -3%
CPO
159
Cerity Partners OCIO
New York
$376K +$1.05K +18 +0.3%
JWM
160
Jacobus Wealth Management
Wisconsin
$363K
PFG
161
Pacific Financial Group
Washington
$350K +$12.7K +218 +4%
SFG
162
SNS Financial Group
Minnesota
$348K +$348K +5,996 New
JIC
163
Johnson Investment Counsel
Ohio
$338K
V
164
Veritable
Delaware
$332K
EAM
165
Evanson Asset Management
California
$332K +$332K +5,722 New
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$329K -$249K -4,280 -43%
RJT
167
Raymond James Trust
Florida
$326K -$52.1K -894 -14%
FCI
168
Financial Counselors Inc
Kansas
$323K +$42.6K +732 +15%
Creative Planning
169
Creative Planning
Kansas
$315K +$580 +10 +0.2%
HCA
170
Harbour Capital Advisors
Virginia
$309K
WCM
171
Wealthcare Capital Management
Virginia
$307K
GA
172
Geller Advisors
New York
$288K +$288K +4,956 New
CIA
173
Capital Investment Advisors
Georgia
$278K +$278K +4,778 New
BOTW
174
Bank of the West
California
$271K
CBU
175
CIBC Bank USA
Illinois
$261K