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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 %
ATC
251
Argent Trust Co
Tennessee
$213K -$32.5K -488 -13%
Comerica Bank
252
Comerica Bank
Texas
$212K +$212K +3,198 New
VKH
253
Virtu KCG Holdings
New York
$206K -$519K -7,800 -72%
SFWA
254
Summit Financial Wealth Advisors
Louisiana
$202K +$202K +3,044 New
HH
255
Hilltop Holdings
Texas
$201K +$201K +3,022 New
TAIM
256
TD Ameritrade Investment Management
Nebraska
$197K +$39.1K +586 +25%
LYV
257
Live Your Vision
Pennsylvania
$193K +$193K +2,896 New
HNB
258
Huntington National Bank
Ohio
$191K -$185K – –
EWM
259
Endurance Wealth Management
Rhode Island
$183K – – –
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$181K – – –
GWS
261
Glassman Wealth Services
Virginia
$164K +$164K +2,470 New
VNA
262
Valley National Advisers
Pennsylvania
$159K – – –
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$158K +$158K +2,378 New
CG
264
Cutler Group
California
$147K -$279K -4,218 -66%
MWP
265
MYCIO Wealth Partners
Pennsylvania
$137K – – –
FIB
266
First Interstate Bank
Montana
$117K – – –
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$115K – – –
ST
268
Smithfield Trust
Pennsylvania
$114K – – –
CWM
269
Concert Wealth Management
California
$114K +$114K +1,708 New
PG
270
Patten Group
Tennessee
$111K – – –
CFG
271
Citizens Financial Group
Rhode Island
$104K -$9.94K -150 -9%
MCM
272
MV Capital Management
Maryland
$101K -$590K -8,896 -85%
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$101K -$5.6K -84 -5%
CHP
274
Cable Hill Partners
Oregon
$95K – – –
GWM
275
Geneos Wealth Management
Colorado
$94K -$620K -9,372 -87%
9 10
11
12 13