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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 %
BAAM
176
Baker Avenue Asset Management
California
$244K
MG
177
Mather Group
Illinois
$237K +$237K +4,074 New
JIR
178
James Investment Research
Ohio
$235K
EWM
179
Evercore Wealth Management
New York
$235K
AIM
180
Acropolis Investment Management
Missouri
$234K
FFA
181
First Foundation Advisors
California
$228K +$228K +3,916 New
BMO
182
Beck Mack & Oliver
New York
$227K -$11.6K -200 -5%
DCM
183
Donaldson Capital Management
Indiana
$220K +$349 +6 +0.2%
FTI
184
Fiduciary Trust International
Massachusetts
$213K +$213K +3,668 New
FNBTCON
185
First National Bank & Trust Co of Newtown
Pennsylvania
$213K +$213K +3,670 New
PFS
186
Prospera Financial Services
Texas
$208K -$392K -6,754 -65%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$208K +$208K +3,576 New
AWA
188
AmeriServ Wealth Advisors
Pennsylvania
$207K +$207K +3,560 New
Verition Fund Management
189
Verition Fund Management
Connecticut
$203K +$203K +3,494 New
BBA
190
BLB&B Advisors
Pennsylvania
$202K +$202K +3,480 New
PWM
191
Perigon Wealth Management
California
$200K +$200K +3,450 New
VIA
192
Vantage Investment Advisors
Pennsylvania
$172K +$172K +2,954 New
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K +$136K +2,340 New
MWP
194
MYCIO Wealth Partners
Pennsylvania
$130K +$1.05K +18 +0.8%
M
195
MOTCO
Texas
$126K
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$124K +$97.1K +1,672 +360%
KTC
197
Kistler-Tiffany Companies
Pennsylvania
$123K
IFWM
198
Institute for Wealth Management
Colorado
$116K +$33.7K +582 +41%
BAM
199
Barrett Asset Management
New York
$101K -$39.6K -680 -28%
ST
200
Smithfield Trust
Pennsylvania
$95K