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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 %
EWM
201
Elite Wealth Management
Washington
$95K +$63.2K +1,086 +199%
RIA
202
Regal Investment Advisors
Michigan
$94K -$17.6K -302 -16%
NES
203
New England Securities
New York
$93K
CHC
204
City Holding Co
West Virginia
$93K +$93K +1,600 New
FBT
205
Founders Bank & Trust
Michigan
$90K +$72.6K +1,304 +418%
CDIA
206
Capital Directions Investment Advisors
Georgia
$85K
PCTC
207
Perkins Coie Trust Company
Washington
$84K +$84K +1,446 New
WA
208
WFG Advisors
Texas
$76K -$10.3K -176 -12%
MBT
209
Monroe Bank & Trust
Michigan
$70K
PVH
210
Psagot Value Holdings
Israel
$61K -$47.3K -810 -44%
HNB
211
Huntington National Bank
Ohio
$59K -$60K
BPBT
212
Boston Private Bank & Trust
Massachusetts
$58K
TAIM
213
TD Ameritrade Investment Management
Nebraska
$56K +$16K +276 +40%
SF
214
Synovus Financial
Georgia
$49K
PSUF
215
People's United Financial
Connecticut
$49K
PIM
216
Parasol Investment Management
Illinois
$48K +$48K +820 New
SHWM
217
Smith & Howard Wealth Management
Georgia
$46K
WRM
218
Westport Resources Management
Connecticut
$43K
TIM
219
Tortoise Investment Management
New York
$35K
KT
220
Kanaly Trust
Texas
$33K +$33K +574 New
S
221
SignatureFD
Georgia
$30K
PCM
222
Prelude Capital Management
New York
$29K +$29K +500 New
GC
223
Guggenheim Capital
Illinois
$27K
1IC
224
1919 Investment Counsel
Maryland
$23K
TCCM
225
Timber Creek Capital Management
Massachusetts
$21K +$21K +364 New