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

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.11%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
–
Net Calls
+$468K
Net Calls Change
+$707K

Top Buyers

1
SAS
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
FDx Advisors
Illinois
$23.5M
4
LPL Financial
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.16B
2
QA
Quantitative Advantage
Minnesota
$0
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
Bessemer Group
New Jersey
$884K
5
GAMA
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
226
Raymond James Trust
Florida
$440K +$15.4K +212 +4%
SS
227
Simplicity Solutions
Minnesota
$436K +$436K +6,004 New
OCM
228
One Capital Management
California
$430K +$50K +688 +13%
RWA
229
RGT Wealth Advisors
Texas
$429K -$12.2K -168 -3%
FCI
230
Financial Counselors Inc
Kansas
$427K +$427K +5,888 New
HJA
231
Hugh Johnson Advisors
New York
$421K +$2.9K +40 +0.7%
LAM
232
Lebenthal Asset Management
New York
$418K +$2.91K +40 +0.7%
EAM
233
Evanson Asset Management
California
$415K – – –
CCB
234
Cutter & Co Brokerage
Missouri
$414K -$52.6K -724 -11%
SFS
235
Sowell Financial Services
Arkansas
$383K +$383K +5,070 New
QCMC
236
Quantum Capital Management (California)
California
$373K +$111K +1,532 +42%
BL
237
Balentine LLC
Georgia
$371K -$2.61K -36 -0.7%
CAS
238
Cue Advisory Services
Arizona
$370K +$43.5K +600 +13%
NL
239
NWAM LLC
Washington
$367K – – –
MI
240
Moneywise Inc
Virginia
$363K -$18.3K -252 -5%
RCM
241
RB Capital Management
Nevada
$356K +$356K +4,900 New
CA
242
Clearstead Advisors
Ohio
$350K +$350K +4,820 New
RSA
243
Robertson Stephens Advisors
California
$334K +$334K +4,596 New
SC
244
SouthState Corp
Florida
$329K -$1.6K -22 -0.5%
HI
245
Hudock Inc
Pennsylvania
$329K +$309K +4,258 +1,521%
CCA
246
Cobblestone Capital Advisors
New York
$325K +$72.5K +1,000 +29%
SAM
247
Summit Asset Management
Tennessee
$323K +$323K +4,444 New
BMCM
248
Bryn Mawr Capital Management
Pennsylvania
$321K +$321K +4,424 New
BIG
249
Bellwether Investment Group
Tennessee
$318K +$318K +4,382 New
NFG
250
Nations Financial Group
Iowa
$313K -$155K -2,134 -33%
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