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

242 hedge funds and large institutions have $2.13B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
6.99%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.66%
New
21
Increased
90
Reduced
74
Closed
22
Calls
$1.87M
Puts
$397K
Net Calls
+$1.47M
Net Calls Change
+$854K

Top Buyers

1
NPC
National Planning Corporation
California
$12.5M
2
BFEC
Benjamin F. Edwards & Company
Missouri
$14.8M
3
EFS
Edelman Financial Services
Virginia
$73.7M
4
Wells Fargo
Wells Fargo
California
$698M
5
CIM
Confluence Investment Management
Missouri
$17.2M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$0
2
SG Americas Securities
SG Americas Securities
New York
$1.19M
3
LI
LVZ Inc
Michigan
$9.24M
4
CS
Credit Suisse
Switzerland
$0
5
MIH
Madison Investment Holdings
Wisconsin
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$13.2M -$93K -1,544 -0.7%
Truist Financial
27
Truist Financial
North Carolina
$12.7M +$161K +2,674 +1%
DPIM
28
Duff & Phelps Investment Management
Illinois
$12.7M +$108K +1,800 +0.9%
NPC
29
National Planning Corporation
California
$12.5M +$9.55M +156,898 +319%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$12.5M +$1.39M +23,052 +12%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$816K +13,560 +7%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$11.5M -$2.43M -40,348 -17%
PP
33
Palladium Partners
Virginia
$11.3M +$266K +4,418 +2%
FMBTD
34
First Midwest Bank Trust Division
Illinois
$9.94M +$756K +12,550 +8%
WT
35
Wilmington Trust
Delaware
$9.63M +$1.34M +22,182 +16%
B
36
Baird
Wisconsin
$9.37M +$475K +7,882 +5%
LI
37
LVZ Inc
Michigan
$9.24M -$7.05M -117,164 -43%
1IA
38
1834 Investment Advisors
Wisconsin
$8.98M -$9.03K -150 -0.1%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$8.96M +$396K +6,570 +5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$8.65M +$62.9K +1,044 +0.7%
DADC
41
D.A. Davidson & Co
Montana
$7.59M +$131K +2,184 +2%
CC
42
Courier Capital
New York
$7.29M +$172K +2,858 +2%
AMG
43
Asset Management Group
Connecticut
$7.13M -$140K -2,324 -2%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$7.06M +$109K +1,818 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$7.04M -$1.37M -22,802 -16%
KPCM
46
Kings Point Capital Management
New York
$6.98M +$2.49M +41,278 +55%
BEC
47
Blue Edge Capital
Virginia
$6.75M +$330K +5,484 +5%
FA
48
FMA Advisory
Pennsylvania
$6.65M +$381K +6,322 +6%
MA
49
MUFG Americas
New York
$6.59M -$160K -2,662 -2%
CAL
50
Capital Advisors Ltd
Ohio
$6.3M +$502K +8,336 +9%
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