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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 %
WCM
276
Wealthcare Capital Management
Virginia
$238K -$99.8K -1,376 -30%
BFPW
277
BOK Financial Private Wealth
Colorado
$238K – – –
KA
278
Klingman & Associates
New York
$235K – – –
Brown Advisory
279
Brown Advisory
Maryland
$224K -$58K -798 -21%
SIC
280
Sigma Investment Counselors
Michigan
$221K -$21.8K -300 -9%
SFWA
281
Summit Financial Wealth Advisors
Louisiana
$221K – – –
HH
282
Hilltop Holdings
Texas
$219K – – –
BAC
283
Boys Arnold & Co
North Carolina
$213K +$213K +2,932 New
DCM
284
Donaldson Capital Management
Indiana
$212K +$212K +2,920 New
LYV
285
Live Your Vision
Pennsylvania
$210K – – –
KA
286
KLCM Advisors
Wisconsin
$203K +$203K +2,792 New
SHWM
287
Smith & Howard Wealth Management
Georgia
$203K +$203K +2,800 New
WA
288
Wealth Architects
California
$203K +$203K +2,808 New
EWM
289
Endurance Wealth Management
Rhode Island
$201K +$726 +10 +0.4%
TSW
290
Thompson Siegel & Walmsley
Virginia
$198K +$198K +3,128 New
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$197K – – –
TAIM
292
TD Ameritrade Investment Management
Nebraska
$193K -$21.6K -298 -10%
VNA
293
Valley National Advisers
Pennsylvania
$173K – – –
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$173K – – –
BIM
295
BlackRock Investment Management
Delaware
$168K +$168K +2,320 New
GWS
296
Glassman Wealth Services
Virginia
$166K -$13.7K -188 -8%
KT
297
Kanaly Trust
Texas
$147K +$147K +2,024 New
ST
298
Smithfield Trust
Pennsylvania
$136K +$11.6K +160 +9%
IWA
299
IBEX Wealth Advisors
New Jersey
$135K +$135K +1,850 New
BlackRock
300
BlackRock
New York
$134K +$102K +1,398 +313%
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