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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 %
WT
151
Whittier Trust
California
$530K
BTNA
152
Bremer Trust National Association
Minnesota
$519K -$7.14K -122 -1%
NFG
153
Noven Financial Group
Colorado
$493K +$493K +8,412 New
OCM
154
One Capital Management
California
$470K -$118K -2,012 -20%
Creative Planning
155
Creative Planning
Kansas
$453K +$36.4K +622 +9%
PFG
156
Pacific Financial Group
Washington
$438K +$3.05K +52 +0.7%
HS
157
Huntington Steele
Pennsylvania
$432K +$96.1K +1,638 +29%
Goldman Sachs
158
Goldman Sachs
New York
$404K -$460K -7,840 -53%
FMWA
159
Forvis Mazars Wealth Advisors
Missouri
$398K -$133K -2,268 -25%
NPC
160
National Planning Corporation
California
$396K -$230K -4,242 -37%
SC
161
SouthState Corp
Florida
$394K
JIC
162
Johnson Investment Counsel
Ohio
$394K +$46.8K +800 +13%
HCA
163
Harbour Capital Advisors
Virginia
$393K
ONB
164
Old National Bancorp
Indiana
$390K
KCM
165
Kanawha Capital Management
Virginia
$386K -$158K -2,700 -29%
KIA
166
KCM Investment Advisors
California
$383K
EAM
167
Evanson Asset Management
California
$375K +$117 +2 +0%
CA
168
Cambridge Advisors
Nebraska
$372K
CB
169
Commerce Bank
Missouri
$372K +$2.34K +40 +0.6%
JWM
170
Jacobus Wealth Management
Wisconsin
$366K
CPO
171
Cerity Partners OCIO
New York
$363K -$117 -2 -0%
MG
172
Mather Group
Illinois
$362K +$362K +6,172 New
CFB
173
Cullen/Frost Bankers
Texas
$360K +$95.1K +1,620 +36%
RJT
174
Raymond James Trust
Florida
$359K
ICOA
175
Investment Centers of America
North Dakota
$358K +$3.75K +64 +1%