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iShares S&P Mid-Cap 400 Value ETF

279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.45%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
52
Increased
95
Reduced
72
Closed
24
Calls
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
176
Harbour Capital Advisors
Virginia
$339K
ONB
177
Old National Bancorp
Indiana
$329K
QCMC
178
Quantum Capital Management (California)
California
$325K -$96.2K -1,506 -23%
MBT
179
Montecito Bank & Trust
California
$323K +$99.3K +1,552 +44%
WCM
180
Wealthcare Capital Management
Virginia
$315K
CS
181
Credit Suisse
Switzerland
$315K +$315K +4,922 New
PFS
182
Prospera Financial Services
Texas
$295K +$29.1K +456 +11%
CIA
183
Capital Investment Advisors
Georgia
$292K
PMG
184
ProVise Management Group
Florida
$279K -$530K -8,302 -66%
FNBOO
185
First National Bank of Omaha
Nebraska
$279K
BAAM
186
Baker Avenue Asset Management
California
$270K
Mariner
187
Mariner
Kansas
$267K +$267K +4,170 New
V
188
Veritable
Delaware
$259K -$154K -2,412 -37%
JIR
189
James Investment Research
Ohio
$259K
GA
190
Geneva Advisors
Illinois
$258K -$34.9K -546 -12%
CBU
191
CIBC Bank USA
Illinois
$252K -$35K -548 -12%
NFG
192
Next Financial Group
Texas
$248K -$184K -2,872 -43%
CB
193
Commerce Bank
Missouri
$245K +$245K +3,832 New
ZF
194
Zhang Financial
Michigan
$242K
BAM
195
Barrett Asset Management
New York
$236K +$95.4K +1,492 +68%
MGIA
196
Moneta Group Investment Advisors
Missouri
$234K +$234K +3,666 New
RIA
197
Regal Investment Advisors
Michigan
$228K -$49.3K -772 -18%
DCM
198
Donaldson Capital Management
Indiana
$228K -$7.67K -120 -3%
FNBT
199
FineMark National Bank & Trust
Florida
$221K +$22.6K +354 +11%
BMO
200
Beck Mack & Oliver
New York
$217K