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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
1
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
3
FDx Advisors
Illinois
$23.5M
4
LPL Financial
4
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
4
Bessemer Group
New Jersey
$884K
5
GAMA
5
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
351
Old Second National Bank of Aurora
Illinois
$13K – – –
ACS
352
Archford Capital Strategies
Illinois
$12K – – –
GWA
353
Guidant Wealth Advisors
Illinois
$11K – – –
PCTC
354
Perkins Coie Trust Company
Washington
$9K – – –
SFG
355
SevenBridge Financial Group
Pennsylvania
$9K – – –
HDIM
356
Hanson & Doremus Investment Management
Vermont
$8.57K – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$8K – – –
IIC
358
Integrated Investment Consultants
Michigan
$8K – – –
WEC
359
Winslow Evans & Crocker
Massachusetts
$6.1K – – –
BCI
360
Brinker Capital Investments
Pennsylvania
$5K +$5K +74 New
MA
361
MCF Advisors
Kentucky
$4K – – –
AA
362
Ancora Advisors
Ohio
$4K +$4K +58 New
SHJ
363
Sharkey, Howes & Javer
Colorado
$4K +$4K +60 New
QA
364
Quantitative Advantage
Minnesota
– -$37.3M -561,258 Closed
GAMA
365
Graticule Asia Macro Advisors
New York
– -$9.84M -148,000 Closed
Jane Street
366
Jane Street
New York
– -$6.83M -102,640 Closed
IFA
367
Interactive Financial Advisors
Illinois
– -$5.97M -89,770 Closed
AIA
368
Allegis Investment Advisors
Idaho
– -$3.05M -45,918 Closed
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
– -$1.44M -21,630 Closed
RIA
370
Regal Investment Advisors
Michigan
– -$580K -8,718 Closed
CCT
371
Country Club Trust
Missouri
– -$403K -6,060 Closed
FT
372
Fiduciary Trust
Massachusetts
– -$360K -5,412 Closed
DIA
373
Dana Investment Advisors
Wisconsin
– -$274K -4,114 Closed
PMG
374
ProVise Management Group
Florida
– -$266K -4,010 Closed
WS
375
Wedbush Securities
California
– -$225K -3,382 Closed
12 13 14
15
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