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iShares S&P Mid-Cap 400 Value ETF

289 hedge funds and large institutions have $2.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+16
Holders Change %
+5.86%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.6%
New
35
Increased
105
Reduced
82
Closed
16
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
CCS
201
Crosspoint Capital Strategies
California
$228K +$102K +1,598 +81%
VIA
202
Vantage Investment Advisors
Pennsylvania
$226K +$70.1K +1,194 +45%
BAAM
203
Baker Avenue Asset Management
California
$225K
PGFC
204
Peapack-Gladstone Financial Corp
New Jersey
$223K
ZF
205
Zhang Financial
Michigan
$222K
Mariner
206
Mariner
Kansas
$221K +$11.5K +196 +5%
HCIA
207
Hochman Cole Investment Advisors
Illinois
$220K +$220K +3,760 New
BHB
208
Bank Hapoalim BM
Israel
$217K
SG Americas Securities
209
SG Americas Securities
New York
$216K -$293K -5,000 -58%
SS
210
Simplicity Solutions
Minnesota
$211K +$211K +3,600 New
UR
211
USCA RIA
Texas
$208K
CWM
212
Concert Wealth Management
California
$206K -$32.5K -560 -14%
FNBT
213
FineMark National Bank & Trust
Florida
$203K
MBT
214
Montecito Bank & Trust
California
$202K +$202K +3,448 New
NFG
215
Next Financial Group
Texas
$198K -$79K -1,350 -29%
KA
216
Klingman & Associates
New York
$190K
ASN
217
Advisory Services Network
Georgia
$187K -$9.27K -158 -5%
HNB
218
Huntington National Bank
Ohio
$168K -$162K
EWM
219
Endurance Wealth Management
Rhode Island
$162K +$2.94K +50 +2%
VNA
220
Valley National Advisers
Pennsylvania
$140K
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$130K +$5.03K +86 +4%
MWP
222
MYCIO Wealth Partners
Pennsylvania
$129K +$587 +10 +0.5%
M
223
MOTCO
Texas
$127K
TRCT
224
Tower Research Capital (TRC)
New York
$121K -$85.1K -1,452 -41%
QCG
225
Quadrant Capital Group
Ohio
$121K -$25.1K -432 -17%