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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.63B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
8.11%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
37
Increased
102
Reduced
96
Closed
20
Calls
–
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$743K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$69.6M
2
PFG
Piershale Financial Group
Illinois
+$25.2M
3
LI
LVZ Inc
Michigan
+$13.8M
4
LPL Financial
LPL Financial
California
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.94M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.54M
3
AWM
Affinity Wealth Management
Delaware
-$6.49M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
226
Hochman Cole Investment Advisors
Illinois
$211K -$22.5K -362 -10%
NFG
227
Next Financial Group
Texas
$207K -$1.85K -30 -0.9%
DCM
228
Donaldson Capital Management
Indiana
$203K +$203K +3,270 New
KA
229
Klingman & Associates
New York
$201K – – –
HNB
230
Huntington National Bank
Ohio
$168K -$168K – –
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$167K +$29.7K +480 +22%
VNA
232
Valley National Advisers
Pennsylvania
$148K – – –
IA
233
IFP Advisors
Florida
$142K -$3.09M -39,522 -96%
M
234
MOTCO
Texas
$134K – – –
QCG
235
Quadrant Capital Group
Ohio
$129K – – –
MWP
236
MYCIO Wealth Partners
Pennsylvania
$127K -$9.3K -150 -7%
TAIM
237
TD Ameritrade Investment Management
Nebraska
$121K +$13.3K +214 +12%
CFG
238
Citizens Financial Group
Rhode Island
$112K -$6.22K -100 -5%
FIB
239
First Interstate Bank
Montana
$109K – – –
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$108K – – –
GWM
241
Gupta Wealth Management
California
$108K +$23.3K +376 +27%
ST
242
Smithfield Trust
Pennsylvania
$106K +$106K +1,710 New
PG
243
Patten Group
Tennessee
$105K +$102K +1,640 +2,733%
CHC
244
City Holding Co
West Virginia
$99K – – –
SMG
245
Spectrum Management Group
Indiana
$99K – – –
GAM
246
Gemmer Asset Management
California
$93K – – –
MCM
247
MV Capital Management
Maryland
$92K -$2.06M -33,082 -96%
PCTC
248
Perkins Coie Trust Company
Washington
$90K – – –
CHP
249
Cable Hill Partners
Oregon
$90K – – –
SSB
250
Sandy Spring Bank
Maryland
$89K +$49.3K +800 +124%
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