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iShares S&P Mid-Cap 400 Value ETF

273 hedge funds and large institutions have $2.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
7.63%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.61%
New
17
Increased
88
Reduced
83
Closed
31
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Shares
Change %
FNBTCON
176
First National Bank & Trust Co of Newtown
Pennsylvania
$281K
WCM
177
Wealthcare Capital Management
Virginia
$277K
NFG
178
Next Financial Group
Texas
$272K +$18.9K +328 +7%
CIA
179
Capital Investment Advisors
Georgia
$264K
CFB
180
Cullen/Frost Bankers
Texas
$260K
PMG
181
ProVise Management Group
Florida
$253K +$463 +8 +0.2%
CBU
182
CIBC Bank USA
Illinois
$243K
GA
183
Geneva Advisors
Illinois
$240K +$8.64K +150 +4%
QCMC
184
Quantum Capital Management (California)
California
$239K +$15.9K +276 +7%
APSP
185
Asset Planning Services (Pennsylvania)
Pennsylvania
$234K
JIR
186
James Investment Research
Ohio
$234K
PFS
187
Prospera Financial Services
Texas
$233K -$49.4K -858 -17%
CWM
188
Concert Wealth Management
California
$233K -$41.6K -734 -15%
CFA
189
CT Financial Advisors
Pennsylvania
$228K +$23.1K +400 +11%
SIC
190
Sigma Investment Counselors
Michigan
$227K
BAAM
191
Baker Avenue Asset Management
California
$221K
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$219K
ZF
193
Zhang Financial
Michigan
$219K
EWM
194
Evercore Wealth Management
New York
$218K
BHB
195
Bank Hapoalim BM
Israel
$213K
Mariner
196
Mariner
Kansas
$206K -$476K -8,248 -70%
UR
197
USCA RIA
Texas
$205K
TRCT
198
Tower Research Capital (TRC)
New York
$203K +$203K +3,516 New
FNBT
199
FineMark National Bank & Trust
Florida
$200K
ASN
200
Advisory Services Network
Georgia
$193K -$7.97K -138 -4%