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

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$45.6M
2
FIG
2
FundX Investment Group
California
$25.9M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$22.8M
4
GAMA
4
Graticule Asia Macro Advisors
New York
$9.84M
5
QA
5
Quantitative Advantage
Minnesota
$37.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.6M
2
Wells Fargo
2
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
4
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
5
Bessemer Group
New Jersey
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
226
Asset Planning Services (Pennsylvania)
Pennsylvania
$274K +$1.06K +16 +0.4%
DIA
227
Dana Investment Advisors
Wisconsin
$274K +$274K +4,114 New
GA
228
Geneva Advisors
Illinois
$271K -$6.65K -100 -2%
JIR
229
James Investment Research
Ohio
$269K – – –
PMG
230
ProVise Management Group
Florida
$266K -$45.8K -690 -15%
CBU
231
CIBC Bank USA
Illinois
$263K – – –
FNBT
232
FineMark National Bank & Trust
Florida
$263K – – –
FNBTCON
233
First National Bank & Trust Co of Newtown
Pennsylvania
$259K -$51.9K -780 -17%
Brown Advisory
234
Brown Advisory
Maryland
$258K -$84.2K -1,266 -25%
BAAM
235
Baker Avenue Asset Management
California
$255K – – –
FFWA
236
FRG Family Wealth Advisors
Washington
$254K – – –
ZF
237
Zhang Financial
Michigan
$252K – – –
HCIA
238
Hochman Cole Investment Advisors
Illinois
$250K +$24.1K +362 +11%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$250K -$13.3K -200 -5%
CWM
240
Cornerstone Wealth Management
Missouri
$249K +$249K +3,806 New
QCMC
241
Quantum Capital Management (California)
California
$240K +$9.18K +138 +4%
AllianceBernstein
242
AllianceBernstein
Tennessee
$234K – – –
CCA
243
Cobblestone Capital Advisors
New York
$231K – – –
CGL
244
Clarius Group LLC
Washington
$230K -$13.3K -200 -5%
FNBOO
245
First National Bank of Omaha
Nebraska
$230K – – –
WS
246
Wedbush Securities
California
$225K +$5.19K +78 +2%
SIC
247
Sigma Investment Counselors
Michigan
$222K -$9.97K -150 -4%
CFA
248
CT Financial Advisors
Pennsylvania
$218K +$931 +14 +0.4%
BFPW
249
BOK Financial Private Wealth
Colorado
$218K +$218K +3,278 New
KA
250
Klingman & Associates
New York
$215K – – –
8 9
10
11 12