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iShares S&P Mid-Cap 400 Value ETF

242 hedge funds and large institutions have $2.13B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
6.99%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.66%
New
21
Increased
90
Reduced
74
Closed
22
Calls
$1.87M
Puts
$397K
Net Calls
+$1.47M
Net Calls Change
+$854K
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
176
First Foundation Advisors
California
$220K -$15.6K -260 -7%
BMO
177
Beck Mack & Oliver
New York
$217K -$18.1K -300 -8%
GA
178
Geneva Advisors
Illinois
$214K +$214K +3,550 New
HSBC Holdings
179
HSBC Holdings
United Kingdom
$210K -$5.67K -94 -3%
BBA
180
BLB&B Advisors
Pennsylvania
$210K
AIM
181
Acropolis Investment Management
Missouri
$209K -$33.5K -556 -14%
PWM
182
Perigon Wealth Management
California
$208K
Jane Street
183
Jane Street
New York
$205K +$205K +3,408 New
EFS
184
Essex Financial Services
Connecticut
$203K +$203K +3,374 New
CFA
185
CT Financial Advisors
Pennsylvania
$203K +$203K +3,096 New
FNBT
186
FineMark National Bank & Trust
Florida
$187K -$951K -15,802 -84%
JFGIW
187
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$161K +$19.9K +330 +14%
VIA
188
Vantage Investment Advisors
Pennsylvania
$159K -$19.2K -318 -11%
IFWM
189
Institute for Wealth Management
Colorado
$147K +$26.6K +442 +22%
BRWM
190
B. Riley Wealth Management
Tennessee
$141K +$141K +2,344 New
MWP
191
MYCIO Wealth Partners
Pennsylvania
$135K
M
192
MOTCO
Texas
$130K
EFSCE
193
Enterprise Financial Services Corp (EFSC)
Missouri
$129K
KTC
194
Kistler-Tiffany Companies
Pennsylvania
$126K -$1.93K -32 -2%
BAM
195
Barrett Asset Management
New York
$108K +$3.26K +54 +3%
FBT
196
Founders Bank & Trust
Michigan
$97K
CHC
197
City Holding Co
West Virginia
$96K
CIA
198
Choate Investment Advisors
Massachusetts
$92.7K +$92.7K +1,540 New
PCTC
199
Perkins Coie Trust Company
Washington
$87K
CDIA
200
Capital Directions Investment Advisors
Georgia
$83K -$4.69K -78 -5%