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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 %
HDIM
326
Hanson & Doremus Investment Management
Vermont
$8K -$2.71K -40 -25%
IIC
327
Integrated Investment Consultants
Michigan
$7K -$74.9K -1,198 -91%
PMFA
328
Plante Moran Financial Advisors
Michigan
$7K – – –
WEC
329
Winslow Evans & Crocker
Massachusetts
$5.59K – – –
MA
330
MCF Advisors
Kentucky
$4K – – –
WP
331
WealthPLAN Partners
Nebraska
$3.55K -$144K -2,194 -98%
HW
332
Hedeker Wealth
Illinois
$2.97K -$28K -7,436 -90%
AF
333
Allworth Financial
California
$1K +$1K +18 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
– -$16.5M -256,990 Closed
BCM
335
Barometer Capital Management
Ontario, Canada
– -$2.75M -43,000 Closed
PAS
336
Partnervest Advisory Services
California
– -$307K -4,794 Closed
DCM
337
Donaldson Capital Management
Indiana
– -$222K -3,470 Closed
ONB
338
Old National Bancorp
Indiana
– -$203K -3,174 Closed
SCM
339
Southport Capital Management
Tennessee
– -$100K -1,562 Closed
BIM
340
BlackRock Investment Management
Delaware
– -$44K -688 Closed
DBT
341
Dubuque Bank & Trust
Iowa
– -$23K -356 Closed
CWM
342
Catamount Wealth Management
Connecticut
– -$19K -300 Closed
ATC
343
Adirondack Trust Company
New York
– -$15K -228 Closed
FTUS
344
Flow Traders U.S.
New York
– -$13K -200 Closed
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
– -$1K -22 Closed
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