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

273 hedge funds and large institutions have $2.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 31 closing their positions.

Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
7.63%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.61%
New
17
Increased
88
Reduced
83
Closed
31
Calls
$231K
Puts
–
Net Calls
+$231K
Net Calls Change
+$231K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$877M
2
EFS
2
Edelman Financial Services
Virginia
$76.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.86M
4
CS
4
Credit Suisse
Switzerland
$6.07M
5
RCA
5
Rex Capital Advisors
Rhode Island
$15.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.1M
2
AWM
2
Affinity Wealth Management
Delaware
$7.24M
3
DWM
3
Destination Wealth Management
California
$735K
4
CFA
4
Camarda Financial Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$13.9M 120,385 -19,760 -14%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$13M 112,420 +6,643 +6%
GIA
28
GHP Investment Advisors
Colorado
$12.8M 110,995 +1,970 +2%
DPIM
29
Duff & Phelps Investment Management
Illinois
$12.5M 108,740 – –
RJA
30
Raymond James & Associates
Florida
$11.6M 100,692 +162 +0.2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$11.3M 98,199 -4,998 -5%
LI
32
LVZ Inc
Michigan
$11M 95,600 +5,215 +6%
DADC
33
D.A. Davidson & Co
Montana
$10.9M 94,276 +11,511 +14%
CPSAC
34
Chas P. Smith & Associates (CPS)
Florida
$10.7M 92,623 -4,537 -5%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$10.4M 90,486 -3,304 -4%
MCM
36
MAI Capital Management
Ohio
$10.2M 88,402 +113 +0.1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.82M 85,111 +5,949 +8%
KPCM
38
Kings Point Capital Management
New York
$9.3M 80,632 -8,774 -10%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$9.27M 80,350 +1,791 +2%
1IA
40
1834 Investment Advisors
Wisconsin
$9.17M 79,485 +321 +0.4%
CAL
41
Capital Analysts LLC
Pennsylvania
$8.19M 70,989 +5,154 +8%
AWM
42
Affinity Wealth Management
Delaware
$7.24M 62,787 -77,528 -55%
CC
43
Courier Capital
New York
$6.98M 60,491 -1,272 -2%
AMG
44
Asset Management Group
Connecticut
$6.75M 58,554 -260 -0.4%
CAL
45
Capital Advisors Ltd
Ohio
$6.42M 55,657 +68 +0.1%
SFI
46
SPC Financial Inc
Maryland
$6.17M 53,514 +3,801 +8%
KFA
47
Kays Financial Advisory
Georgia
$6.14M 53,251 +1,401 +3%
CS
48
Credit Suisse
Switzerland
$6.07M 52,594 +20,260 +63%
CWM
49
Cranbrook Wealth Management
Michigan
$6.05M 52,425 +6,957 +15%
MA
50
MUFG Americas
New York
$6.03M 52,275 +397 +0.8%
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