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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 %
KTC
176
Kistler-Tiffany Companies
Pennsylvania
$115K -$3.03K -56 -3%
RIA
177
Regal Investment Advisors
Michigan
$104K +$1.52K +28 +1%
PVH
178
Psagot Value Holdings
Israel
$100K
ST
179
Smithfield Trust
Pennsylvania
$88K
NES
180
New England Securities
New York
$87K +$1.74K +32 +2%
WA
181
WFG Advisors
Texas
$80K +$11.1K +204 +16%
CDIA
182
Capital Directions Investment Advisors
Georgia
$79K -$19.5K -360 -20%
IFWM
183
Institute for Wealth Management
Colorado
$77K +$77K +1,420 New
PMFA
184
Plante Moran Financial Advisors
Michigan
$75K
MBT
185
Monroe Bank & Trust
Michigan
$65K
Nomura Holdings
186
Nomura Holdings
Japan
$65K +$65K +1,200 New
HNB
187
Huntington National Bank
Ohio
$60K -$26K
BIM
188
Bridgecreek Investment Management
Oklahoma
$56K
BPBT
189
Boston Private Bank & Trust
Massachusetts
$54K +$54K +1,000 New
SF
190
Synovus Financial
Georgia
$46K
PSUF
191
People's United Financial
Connecticut
$45K
SHWM
192
Smith & Howard Wealth Management
Georgia
$43K +$43K +800 New
WRM
193
Westport Resources Management
Connecticut
$40K
TAIM
194
TD Ameritrade Investment Management
Nebraska
$37K +$5.7K +106 +18%
TIM
195
Tortoise Investment Management
New York
$32K
EWM
196
Elite Wealth Management
Washington
$29K +$29K +546 New
S
197
SignatureFD
Georgia
$28K
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$10K -186 -29%
GC
199
Guggenheim Capital
Illinois
$25K
FANJ
200
Financial Architects (New Jersey)
New Jersey
$22K