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iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
7.71%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
35
Increased
103
Reduced
80
Closed
21
Calls
Puts
$432K
Net Calls
-$432K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
151
Peak Asset Management
Colorado
$635K
AC
152
Alexandria Capital
Virginia
$634K -$19.3K -294 -3%
LWM
153
LBA Wealth Management
Florida
$632K +$88.5K +1,350 +16%
KCM
154
Kanawha Capital Management
Virginia
$615K
CAS
155
Cue Advisory Services
Arizona
$600K
WT
156
Whittier Trust
California
$592K
HIM
157
Hanlon Investment Management
New Jersey
$582K +$31K +474 +6%
Barclays
158
Barclays
United Kingdom
$525K +$525K +8,014 New
ATC
159
Argent Trust Co
Tennessee
$519K +$519K +7,932 New
ICOA
160
Investment Centers of America
North Dakota
$477K +$27.8K +424 +6%
PSI
161
Pinnacle Summer Investments
Virginia
$471K +$1.18K +18 +0.3%
SC
162
SouthState Corp
Florida
$455K -$56.1K -856 -11%
SWP
163
Stratos Wealth Partners
Ohio
$448K +$2.75K +42 +0.6%
ONB
164
Old National Bancorp
Indiana
$443K +$106K +1,616 +31%
HCA
165
Harbour Capital Advisors
Virginia
$439K +$91.6K +1,400 +26%
Creative Planning
166
Creative Planning
Kansas
$433K +$37.7K +576 +10%
SI
167
SII Investments
Wisconsin
$431K -$524 -8 -0.1%
KIA
168
KCM Investment Advisors
California
$428K
Millennium Management
169
Millennium Management
New York
$428K +$428K +6,544 New
PFG
170
Pacific Financial Group
Washington
$424K +$7.73K +118 +2%
CPO
171
Cerity Partners OCIO
New York
$423K -$3.27K -50 -0.8%
CA
172
Cambridge Advisors
Nebraska
$420K +$111K +1,952 +36%
UBS AM
173
UBS AM
Illinois
$410K +$410K +6,260 New
JWM
174
Jacobus Wealth Management
Wisconsin
$409K
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$390K