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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 %
ATC
151
Argent Trust Co
Tennessee
$427K -$30K -520 -7%
PSI
152
Pinnacle Summer Investments
Virginia
$417K +$403K +6,990 +2,987%
SI
153
SII Investments
Wisconsin
$412K +$51.3K +886 +14%
Creative Planning
154
Creative Planning
Kansas
$410K +$410K +7,116 New
SC
155
SouthState Corp
Florida
$388K
HCA
156
Harbour Capital Advisors
Virginia
$387K
ONB
157
Old National Bancorp
Indiana
$384K
KIA
158
KCM Investment Advisors
California
$377K
SWP
159
Stratos Wealth Partners
Ohio
$373K -$62.2K -1,078 -14%
EAM
160
Evanson Asset Management
California
$368K +$230 +4 +0.1%
CA
161
Cambridge Advisors
Nebraska
$366K -$6.57K -114 -2%
CB
162
Commerce Bank
Missouri
$364K +$35K +606 +11%
JWM
163
Jacobus Wealth Management
Wisconsin
$360K
CPO
164
Cerity Partners OCIO
New York
$358K -$5.54K -96 -2%
RJT
165
Raymond James Trust
Florida
$354K +$21.1K +366 +6%
ICOA
166
Investment Centers of America
North Dakota
$348K -$2.41K -42 -0.7%
JIC
167
Johnson Investment Counsel
Ohio
$342K
HS
168
Huntington Steele
Pennsylvania
$330K +$330K +5,726 New
VKH
169
Virtu KCG Holdings
New York
$325K +$325K +5,630 New
HJA
170
Hugh Johnson Advisors
New York
$308K
PFA
171
Pure Financial Advisors
California
$305K +$305K +5,292 New
FIM
172
Freedom Investment Management
Connecticut
$304K -$300K -5,330 -50%
FCI
173
Financial Counselors Inc
Kansas
$303K -$6.46K -112 -2%
BTS
174
BB&T Securities
Virginia
$302K +$1.61K +28 +0.5%
FT
175
Fiduciary Trust
Massachusetts
$296K