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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.85B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
7.01%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.58%
New
19
Increased
97
Reduced
60
Closed
12
Calls
$2.19M
Puts
–
Net Calls
+$2.19M
Net Calls Change
+$1.86M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.2M
2
MIH
2
Madison Investment Holdings
Wisconsin
$22.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$33.5M
4
CIM
4
Confluence Investment Management
Missouri
$8.69M
5
Bank of America
5
Bank of America
North Carolina
$81.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$559M
2
IFS
2
Ifrah Financial Services
Arkansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$215M
4
NEAM
4
New England Asset Management
Connecticut
$0
5
NPC
5
National Planning Corporation
California
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
26
Rex Capital Advisors
Rhode Island
$10.4M – – –
PP
27
Palladium Partners
Virginia
$9.7M +$328K +6,064 +3%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$9.68M -$1.45M -26,758 -13%
Truist Financial
29
Truist Financial
North Carolina
$9.62M +$352K +6,522 +4%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$9.47M +$293K +5,432 +3%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$9.33M +$351K +6,500 +4%
CIM
32
Confluence Investment Management
Missouri
$8.69M +$8.69M +160,900 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$8.63M -$454K -8,412 -5%
FMBTD
34
First Midwest Bank Trust Division
Illinois
$8.18M -$110K -2,030 -1%
1IA
35
1834 Investment Advisors
Wisconsin
$8.01M +$80.6K +1,492 +1%
B
36
Baird
Wisconsin
$7.75M +$211K +3,902 +3%
WT
37
Wilmington Trust
Delaware
$7.64M +$1.98M +36,592 +35%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$7.58M +$2.32M +42,874 +44%
SNC
39
Stifel Nicolaus & Co
Missouri
$7.05M +$357K +6,614 +5%
DADC
40
D.A. Davidson & Co
Montana
$6.7M -$22.7K -420 -0.3%
CPSAC
41
Chas P. Smith & Associates (CPS)
Florida
$6.6M +$777K +14,380 +13%
AMG
42
Asset Management Group
Connecticut
$6.54M -$51.7K -958 -0.8%
CC
43
Courier Capital
New York
$6.47M +$80.8K +1,496 +1%
MA
44
MUFG Americas
New York
$6.14M +$12.4K +230 +0.2%
SFI
45
SPC Financial Inc
Maryland
$5.98M -$31.9K -590 -0.5%
TU
46
TDAM USA
Ontario, Canada
$5.7M +$5.7M +105,572 New
FAAS
47
First Allied Advisory Services
California
$5.69M -$52K -962 -0.9%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$5.46M +$83.2K +1,540 +2%
FA
49
FMA Advisory
Pennsylvania
$5.39M +$404K +7,472 +8%
TAM
50
Todd Asset Management
Kentucky
$5.36M -$281K -5,200 -5%
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