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

244 hedge funds and large institutions have $2.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
7.09%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
45
Increased
84
Reduced
61
Closed
13
Calls
$965K
Puts
$349K
Net Calls
+$616K
Net Calls Change
-$1.58M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$669M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$23.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.1M
4
EFS
4
Edelman Financial Services
Virginia
$65.9M
5
IB
5
Intrust Bank
Kansas
$5.44M

Top Sellers

1
FIG
1
FundX Investment Group
California
$598K
2
Deutsche Bank
2
Deutsche Bank
Germany
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Bank of America
4
Bank of America
North Carolina
$78.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$12.1M 208,358 +30,216 +17%
CIM
27
Confluence Investment Management
Missouri
$12M 206,732 +45,832 +28%
RCA
28
Rex Capital Advisors
Rhode Island
$11.2M 193,344 – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$10.9M 187,402 +14,614 +8%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$10.7M 184,912 +9,602 +5%
PP
31
Palladium Partners
Virginia
$10.6M 182,866 +3,334 +2%
DWA
32
Dorsey Wright & Associates
California
$9.18M 161,500 -954 -0.6%
SG Americas Securities
33
SG Americas Securities
New York
$9.1M 156,640 +132,138 +539%
FMBTD
34
First Midwest Bank Trust Division
Illinois
$8.87M 152,540 +1,050 +0.7%
1IA
35
1834 Investment Advisors
Wisconsin
$8.67M 149,206 +834 +0.6%
B
36
Baird
Wisconsin
$8.58M 147,708 +4,168 +3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$8.29M 142,694 -87,966 -38%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$8.26M 142,176 -36,974 -21%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.12M 139,758 -618 -0.4%
WT
40
Wilmington Trust
Delaware
$8.01M 137,738 -3,686 -3%
DADC
41
D.A. Davidson & Co
Montana
$7.2M 123,912 -62 -0.1%
AMG
42
Asset Management Group
Connecticut
$7.02M 120,758 -282 -0.2%
CC
43
Courier Capital
New York
$6.87M 118,172 -1,658 -1%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$6.71M 115,480 +26,200 +29%
SFI
45
SPC Financial Inc
Maryland
$6.54M 112,480 +1,860 +2%
MA
46
MUFG Americas
New York
$6.51M 112,068 -1,664 -1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$6.48M 111,538 +10,398 +10%
CWM
48
Cranbrook Wealth Management
Michigan
$6.46M 111,170 +111,170 New
BEC
49
Blue Edge Capital
Virginia
$6.2M 106,660 +106,660 New
FA
50
FMA Advisory
Pennsylvania
$6.05M 104,112 +4,256 +4%
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