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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 %
BAM
201
Barrett Asset Management
New York
$132K +$9.97K +166 +8%
M
202
MOTCO
Texas
$130K
MWP
203
MYCIO Wealth Partners
Pennsylvania
$129K +$480 +8 +0.4%
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$128K
ANBT
205
American National Bank & Trust
Texas
$105K +$105K +1,752 New
KTC
206
Kistler-Tiffany Companies
Pennsylvania
$104K -$6.24K -104 -6%
FBT
207
Founders Bank & Trust
Michigan
$97K
CHC
208
City Holding Co
West Virginia
$96K
CDIA
209
Capital Directions Investment Advisors
Georgia
$90K +$2.41K +38 +3%
PCTC
210
Perkins Coie Trust Company
Washington
$87K
ST
211
Smithfield Trust
Pennsylvania
$74K
WA
212
WFG Advisors
Texas
$71K +$2.54K +42 +4%
GAM
213
Gemmer Asset Management
California
$69K
BPBT
214
Boston Private Bank & Trust
Massachusetts
$60K
FCCM
215
First City Capital Management
Georgia
$55.3K
PMFA
216
Plante Moran Financial Advisors
Michigan
$55K +$55K +912 New
TAIM
217
TD Ameritrade Investment Management
Nebraska
$54K
NES
218
New England Securities
New York
$52K -$22.8K -382 -30%
SF
219
Synovus Financial
Georgia
$51K
PSUF
220
People's United Financial
Connecticut
$51K
WRM
221
Westport Resources Management
Connecticut
$45K
EAMA
222
EFG Asset Management (Americas)
Florida
$45K
MHS
223
M Holdings Securities
Oregon
$41K +$41K +680 New
PIM
224
Parasol Investment Management
Illinois
$39K -$10.2K -170 -21%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$36K -$596 -10 -2%