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

289 hedge funds and large institutions have $2.51B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+10
Holders Change %
+3.58%
% of All Funds
7.71%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.61%
New
35
Increased
103
Reduced
80
Closed
21
Calls
–
Puts
$432K
Net Calls
-$432K
Net Calls Change
+$28K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.8M
2
Wells Fargo
2
Wells Fargo
California
$909M
3
VanEck Associates
3
VanEck Associates
New York
$25.6M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$21.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.13M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
EFS
2
Edelman Financial Services
Virginia
$79.4M
3
GC
3
Guggenheim Capital
Illinois
$0
4
FMBTD
4
First Midwest Bank Trust Division
Illinois
$4M
5
Axa
5
Axa
France
$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
26
Rex Capital Advisors
Rhode Island
$15M +$157K +2,402 +1%
CIM
27
Confluence Investment Management
Missouri
$14.9M +$686K +10,478 +5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$14.8M +$2.77M +42,254 +23%
GIA
29
GHP Investment Advisors
Colorado
$14.8M +$15.6K +238 +0.1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$14.5M -$266K -4,062 -2%
DPIM
31
Duff & Phelps Investment Management
Illinois
$14.2M +$288K +4,400 +2%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$13.5M +$445K +6,794 +3%
CPSAC
33
Chas P. Smith & Associates (CPS)
Florida
$13.1M +$116K +1,774 +0.9%
RJA
34
Raymond James & Associates
Florida
$12.7M +$1.27M +19,368 +11%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$12.2M -$58.1K -888 -0.5%
MCM
36
MAI Capital Management
Ohio
$12M -$3.04M -46,434 -20%
KPCM
37
Kings Point Capital Management
New York
$11.4M +$2.96M +45,232 +35%
LI
38
LVZ Inc
Michigan
$11.3M +$210K +3,212 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$11.2M -$215K -3,288 -2%
1IA
40
1834 Investment Advisors
Wisconsin
$10.4M -$5.89K -90 -0.1%
B
41
Baird
Wisconsin
$10.2M +$266K +4,066 +3%
DADC
42
D.A. Davidson & Co
Montana
$9.65M +$743K +11,344 +8%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$8.51M +$35.4K +540 +0.4%
CAL
44
Capital Analysts LLC
Pennsylvania
$8M +$365K +5,578 +5%
CC
45
Courier Capital
New York
$8M -$53.7K -820 -0.7%
AMG
46
Asset Management Group
Connecticut
$7.7M -$40.2K -614 -0.5%
CAL
47
Capital Advisors Ltd
Ohio
$7.2M +$9.69K +148 +0.1%
MA
48
MUFG Americas
New York
$6.88M -$130K -1,986 -2%
KFA
49
Kays Financial Advisory
Georgia
$6.72M +$58.1K +888 +0.9%
SFI
50
SPC Financial Inc
Maryland
$6.68M +$47.1K +720 +0.7%
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