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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 %
CDIA
251
Capital Directions Investment Advisors
Georgia
$88K – – –
IIC
252
Integrated Investment Consultants
Michigan
$88K +$88K +1,452 New
CBT
253
Central Bank & Trust
Kentucky
$82K – – –
WA
254
Winfield Associates
Ohio
$76K – – –
MBT
255
Monroe Bank & Trust
Michigan
$74K – – –
JGIA
256
Jackson Grant Investment Advisers
Connecticut
$74K +$372 +6 +0.5%
ACM
257
Argentus Capital Management
Texas
$64K +$26.6K +426 +71%
KF
258
Krilogy Financial
Missouri
$59K +$59K +960 New
FCCM
259
First City Capital Management
Georgia
$58.3K – – –
SF
260
Synovus Financial
Georgia
$53K – – –
PSUF
261
People's United Financial
Connecticut
$52K – – –
CG
262
Cutler Group
California
$51K +$51K +838 New
WA
263
WFG Advisors
Texas
$49K +$2.62K +42 +6%
EWM
264
Evercore Wealth Management
New York
$48K -$207K -3,362 -81%
TIM
265
Tortoise Investment Management
New York
$44K – – –
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$36.1K -$8.81K -142 -20%
BBHC
267
Brown Brothers Harriman & Co
New York
$34K -$19.7K -318 -37%
S
268
SignatureFD
Georgia
$32K – – –
CGT
269
Capital Guardian Trust
California
$32K +$32K +518 New
UFA
270
US Financial Advisors
Massachusetts
$30K – – –
ANBT
271
American National Bank & Trust
Texas
$28K – – –
MFW
272
Mosaic Family Wealth
Missouri
$28K – – –
BlackRock
273
BlackRock
New York
$27K -$25.8K -418 -49%
CTC
274
Central Trust Company
Missouri
$27K – – –
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K +$26K +418 New
9 10
11
12 13