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

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$582K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$811M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.7M
4
DWA
4
Dorsey Wright & Associates
California
$10.3M
5
PP
5
Palladium Partners
Virginia
$21.6M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$11.3M
2
MIH
2
Madison Investment Holdings
Wisconsin
$18.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$693K
4
Morgan Stanley
4
Morgan Stanley
New York
$238M
5
BF
5
BOK Financial
Oklahoma
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
26
National Planning Corporation
California
$14.3M +$1.22M +19,246 +9%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$14.2M -$537K -8,458 -4%
GIA
28
GHP Investment Advisors
Colorado
$14.1M +$165K +2,596 +1%
Truist Financial
29
Truist Financial
North Carolina
$13.7M +$357K +5,626 +3%
FMBTD
30
First Midwest Bank Trust Division
Illinois
$13.7M +$3.26M +51,374 +31%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$13.4M +$183K +2,884 +1%
DPIM
32
Duff & Phelps Investment Management
Illinois
$13.4M – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$12.8M +$3.66M +57,748 +40%
SG Americas Securities
34
SG Americas Securities
New York
$12.7M +$11.4M +180,242 +912%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$12.3M -$442K -6,962 -3%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$12.1M -$63.3K -998 -0.5%
CPSAC
37
Chas P. Smith & Associates (CPS)
Florida
$11.3M -$15.8M -249,468 -58%
DWA
38
Dorsey Wright & Associates
California
$10.3M +$10.3M +165,146 New
WT
39
Wilmington Trust
Delaware
$10.1M -$41.8K -658 -0.4%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$9.92M +$479K +7,552 +5%
B
41
Baird
Wisconsin
$9.91M +$31.2K +492 +0.3%
LI
42
LVZ Inc
Michigan
$9.75M +$6.47K +102 +0.1%
1IA
43
1834 Investment Advisors
Wisconsin
$9.72M +$262K +4,130 +3%
RJA
44
Raymond James & Associates
Florida
$8.59M +$2.23M +35,190 +35%
DADC
45
D.A. Davidson & Co
Montana
$7.87M -$136K -2,144 -2%
FAAS
46
First Allied Advisory Services
California
$7.73M +$2.52M +39,772 +48%
CC
47
Courier Capital
New York
$7.72M +$40.6K +640 +0.5%
VFS
48
VSR Financial Services
Kansas
$7.63M +$2.68M +42,180 +54%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$7.53M +$107K +1,682 +1%
KPCM
50
Kings Point Capital Management
New York
$7.52M +$165K +2,594 +2%
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