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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 %
CDIA
276
Capital Directions Investment Advisors
Georgia
$94K – – –
WA
277
WFG Advisors
Texas
$94K +$18.2K +274 +24%
CHC
278
City Holding Co
West Virginia
$90K – – –
Manulife (Manufacturers Life Insurance)
279
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86K +$55.2K +828 +179%
WA
280
Winfield Associates
Ohio
$81K – – –
JGIA
281
Jackson Grant Investment Advisers
Connecticut
$80K – – –
GAM
282
Gemmer Asset Management
California
$79K – – –
CCM
283
Cribstone Capital Management
Maine
$78K -$4.16K -64 -5%
QCG
284
Quadrant Capital Group
Ohio
$69K -$69.3K -1,042 -50%
KF
285
Krilogy Financial
Missouri
$64K +$264 +4 +0.4%
OC
286
Oakworth Capital
Alabama
$59K – – –
SF
287
Synovus Financial
Georgia
$57K – – –
PSUF
288
People's United Financial
Connecticut
$56K – – –
EWM
289
Evercore Wealth Management
New York
$52K – – –
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$51K +$34.3K +518 +206%
TIM
291
Tortoise Investment Management
New York
$48K – – –
WOC
292
West Oak Capital
California
$46.9K +$46.9K +706 New
SSB
293
Sandy Spring Bank
Maryland
$43K – – –
JFA
294
JNBA Financial Advisors
Minnesota
$35K -$4.14M -61,478 -99%
S
295
SignatureFD
Georgia
$35K – – –
ECM
296
Exchange Capital Management
Michigan
$34K – – –
MFW
297
Mosaic Family Wealth
Missouri
$30K – – –
BlackRock
298
BlackRock
New York
$30K +$538 +8 +2%
ZB
299
Zions Bancorporation
Utah
$27K -$270 -4 -1%
FANJ
300
Financial Architects (New Jersey)
New Jersey
$27K – – –
10 11
12
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