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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 %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +22 New
OCM
302
One Capital Management
California
$493 -$4 -64 -0.8%
EWM
303
Endurance Wealth Management
Rhode Island
$171 – – –
CS
304
Credit Suisse
Switzerland
– -$7.94M -135,516 Closed
Citadel Advisors
305
Citadel Advisors
Florida
– -$1.34M -22,928 Closed
MCM
306
Millie Capital Management
California
– -$926K -15,800 Closed
Millennium Management
307
Millennium Management
New York
– -$760K -12,972 Closed
NFG
308
NewFocus Financial Group
Washington
– -$548K -9,348 Closed
NFG
309
Noven Financial Group
Colorado
– -$493K -8,412 Closed
FMWA
310
Forvis Mazars Wealth Advisors
Missouri
– -$398K -6,790 Closed
HJA
311
Hugh Johnson Advisors
New York
– -$313K -5,338 Closed
BHB
312
Bank Hapoalim BM
Israel
– -$217K -3,700 Closed
SG Americas Securities
313
SG Americas Securities
New York
– -$216K -3,692 Closed
SS
314
Simplicity Solutions
Minnesota
– -$211K -3,600 Closed
CCS
315
Crosspoint Capital Strategies
California
– -$228K -3,568 Closed
MBT
316
Montecito Bank & Trust
California
– -$202K -3,448 Closed
WRM
317
Westport Resources Management
Connecticut
– -$44K -758 Closed
AIA
318
Allegis Investment Advisors
Idaho
– -$41K -708 Closed
RFWA
319
RPg Family Wealth Advisory
Massachusetts
– -$17K -290 Closed
ACS
320
Archford Capital Strategies
Illinois
– -$10K -166 Closed
QAM
321
QCI Asset Management
New York
– -$5K -82 Closed
DBT
322
Dubuque Bank & Trust
Iowa
– -$3K -52 Closed
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