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

279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.45%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
52
Increased
95
Reduced
72
Closed
24
Calls
–
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$496K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$66.2M
2
AWM
2
Affinity Wealth Management
Delaware
$21.3M
3
Wells Fargo
3
Wells Fargo
California
$862M
4
MCM
4
MAI Capital Management
Ohio
$14.6M
5
GC
5
Guggenheim Capital
Illinois
$11.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.21M
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
NFG
3
Noven Financial Group
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$40.8M
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$14.4M 112,466 -1,742 -2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$14M 109,148 +28,013 +35%
CIM
28
Confluence Investment Management
Missouri
$13.9M 108,360 +21,509 +25%
FMBTD
29
First Midwest Bank Trust Division
Illinois
$13.6M 106,740 -4,998 -4%
DPIM
30
Duff & Phelps Investment Management
Illinois
$13.6M 106,240 +1,000 +1%
Stifel Financial
31
Stifel Financial
Missouri
$13.1M 102,098 +17,393 +21%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$12.7M 99,384 +17,965 +22%
CPSAC
33
Chas P. Smith & Associates (CPS)
Florida
$12.6M 98,922 +6,612 +7%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$12M 93,510 -10,963 -10%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$11.8M 92,135 +2,474 +3%
GC
36
Guggenheim Capital
Illinois
$11.3M 88,200 +88,200 New
RJA
37
Raymond James & Associates
Florida
$11.2M 87,574 +13,405 +18%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$11.2M 87,400 -7,737 -8%
LI
39
LVZ Inc
Michigan
$10.8M 84,313 +4,997 +6%
1IA
40
1834 Investment Advisors
Wisconsin
$10.2M 79,674 +3,614 +5%
B
41
Baird
Wisconsin
$9.67M 75,658 -30,247 -29%
DADC
42
D.A. Davidson & Co
Montana
$8.69M 67,996 +4,150 +7%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$8.38M 65,517 +3,598 +6%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$8.27M 64,720 +4,556 +8%
KPCM
45
Kings Point Capital Management
New York
$8.24M 64,455 +4,734 +8%
CC
46
Courier Capital
New York
$7.86M 61,476 +481 +0.8%
FA
47
FMA Advisory
Pennsylvania
$7.84M 61,296 +1,267 +2%
AMG
48
Asset Management Group
Connecticut
$7.55M 59,079 +99 +0.2%
CAL
49
Capital Analysts LLC
Pennsylvania
$7.45M 58,303 +3,059 +6%
CAL
50
Capital Advisors Ltd
Ohio
$7.02M 54,923 +1,208 +2%
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