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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 %
AF
276
Allworth Financial
California
$25K -$5.45K -88 -18%
ZB
277
Zions Bancorporation
Utah
$25K – – –
FANJ
278
Financial Architects (New Jersey)
New Jersey
$25K +$25K +400 New
IF
279
Ironwood Financial
Arizona
$25K +$25K +404 New
IWM
280
Integrated Wealth Management
California
$24K – – –
HR
281
Howe & Rusling
New York
$23K – – –
KLI
282
Kelman-Lazarov Inc
Tennessee
$22K +$22K +348 New
CWM
283
Catamount Wealth Management
Connecticut
$19K – – –
DSC
284
Duncker Streett & Co
Missouri
$19K +$123 +2 +0.6%
TDC
285
Thompson Davis & Co
Virginia
$18K – – –
HI
286
Hudock Inc
Pennsylvania
$18K +$18K +292 New
WTB
287
Washington Trust Bank
Washington
$17K +$15.8K +260 +1,300%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
HDIM
289
Hanson & Doremus Investment Management
Vermont
$13K – – –
NSIM
290
North Star Investment Management
Illinois
$12K – – –
WC
291
Whitnell & Co
Illinois
$12K – – –
FPFS
292
First Personal Financial Services
North Carolina
$11K -$11.3K -180 -51%
AssetMark Inc
293
AssetMark Inc
California
$11K -$384 -6 -3%
OSNBOA
294
Old Second National Bank of Aurora
Illinois
$11K – – –
JWA
295
JFS Wealth Advisors
Pennsylvania
$8K – – –
PMFA
296
Plante Moran Financial Advisors
Michigan
$7K – – –
WEC
297
Winslow Evans & Crocker
Massachusetts
$5.21K – – –
MFT
298
Moisand Fitzgerald Tamayo
Florida
$5K – – –
NC
299
NewSquare Capital
Pennsylvania
$4K – – –
MA
300
MCF Advisors
Kentucky
$3K – – –
9 10 11
12
13