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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 %
M
251
MOTCO
Texas
$311K – – –
CIA
252
Capital Investment Advisors
Georgia
$305K -$15.1K -208 -5%
VWA
253
V Wealth Advisors
Kansas
$301K -$3.77K -52 -1%
APSP
254
Asset Planning Services (Pennsylvania)
Pennsylvania
$301K +$1.02K +14 +0.3%
FNBT
255
FineMark National Bank & Trust
Florida
$298K +$10.6K +146 +4%
PFO
256
Pathstone Family Office
New Jersey
$298K +$298K +4,100 New
JIR
257
James Investment Research
Ohio
$294K – – –
WI
258
WBI Investments
New Jersey
$293K +$293K +4,032 New
CBU
259
CIBC Bank USA
Illinois
$287K – – –
GA
260
Geneva Advisors
Illinois
$281K -$14.5K -200 -5%
BAAM
261
Baker Avenue Asset Management
California
$279K – – –
CWM
262
Cornerstone Wealth Management
Missouri
$278K -$146 -2 -0.1%
ZF
263
Zhang Financial
Michigan
$277K – – –
FFWA
264
FRG Family Wealth Advisors
Washington
$277K – – –
HCIA
265
Hochman Cole Investment Advisors
Illinois
$273K – – –
PGFC
266
Peapack-Gladstone Financial Corp
New Jersey
$273K – – –
FNBTCON
267
First National Bank & Trust Co of Newtown
Pennsylvania
$271K -$11.6K -160 -4%
HSBC Holdings
268
HSBC Holdings
United Kingdom
$252K +$252K +3,468 New
FNBOO
269
First National Bank of Omaha
Nebraska
$251K – – –
Comerica Bank
270
Comerica Bank
Texas
$251K +$15.9K +216 +7%
LFAS
271
Level Four Advisory Services
Texas
$250K +$250K +3,442 New
AllianceBernstein
272
AllianceBernstein
Tennessee
$247K -$8.56K -118 -3%
CGL
273
Clarius Group LLC
Washington
$240K -$11.2K -154 -4%
EB
274
Eastern Bank
Massachusetts
$240K +$240K +3,308 New
CFA
275
CT Financial Advisors
Pennsylvania
$240K +$1.6K +22 +0.7%
9 10
11
12 13