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iShares S&P Mid-Cap 400 Value ETF

254 hedge funds and large institutions have $2.31B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
7.38%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.81%
New
20
Increased
98
Reduced
75
Closed
15
Calls
$241K
Puts
$205K
Net Calls
+$36K
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
GA
176
Geneva Advisors
Illinois
$276K +$62.4K +1,038 +29%
CIA
177
Capital Investment Advisors
Georgia
$275K -$4.45K -74 -2%
CBU
178
CIBC Bank USA
Illinois
$271K
Goldman Sachs
179
Goldman Sachs
New York
$265K -$3M -49,986 -92%
FNBOO
180
First National Bank of Omaha
Nebraska
$263K
RIA
181
Regal Investment Advisors
Michigan
$261K +$120 +2 +0%
GC
182
Garde Capital
Washington
$255K +$255K +4,242 New
BAAM
183
Baker Avenue Asset Management
California
$254K +$1.2K +20 +0.5%
CCB
184
Cutter & Co Brokerage
Missouri
$251K +$44.1K +732 +21%
LI
185
LMCG Investments
Massachusetts
$250K
PFS
186
Prospera Financial Services
Texas
$250K +$120 +2 +0%
JIR
187
James Investment Research
Ohio
$244K
KA
188
Kovack Advisors
Florida
$229K +$11.3K +188 +5%
EWM
189
Evercore Wealth Management
New York
$228K -$15.7K -260 -6%
ZF
190
Zhang Financial
Michigan
$228K
DCM
191
Donaldson Capital Management
Indiana
$222K -$6.02K -100 -3%
FNBTCON
192
First National Bank & Trust Co of Newtown
Pennsylvania
$221K
MBT
193
Montecito Bank & Trust
California
$210K
VF
194
Virtu Financial
New York
$207K -$235K -3,898 -53%
BMO
195
Beck Mack & Oliver
New York
$205K -$12.1K -200 -6%
FNBT
196
FineMark National Bank & Trust
Florida
$187K
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K +$4.81K +80 +3%
AIM
198
Acropolis Investment Management
Missouri
$168K -$13.2K -220 -7%
ECM
199
Exchange Capital Management
Michigan
$152K +$133K +2,200 +688%
VIA
200
Vantage Investment Advisors
Pennsylvania
$150K -$12.4K -206 -8%