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

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$27.9M
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.3M
3
LPL Financial
3
LPL Financial
California
$73.1M
4
Wells Fargo
4
Wells Fargo
California
$1.07B
5
CFB
5
Cullen/Frost Bankers
Texas
$19M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$18K
2
LI
2
LVZ Inc
Michigan
$0
3
AIG
3
American International Group
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$244M
5
AIM
5
Advantage Investment Management
Iowa
$547K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$16.5M 128,495 +1,853 +1%
FMC
27
First Merchants Corp
Indiana
$16.4M 128,359 +1,107 +0.9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$15.8M 123,665 +29,175 +31%
Goldman Sachs
29
Goldman Sachs
New York
$15.8M 123,520 +116,684 +1,707%
DADC
30
D.A. Davidson & Co
Montana
$14.5M 112,869 +3,939 +4%
GIA
31
GHP Investment Advisors
Colorado
$14.1M 110,477 -1,183 -1%
DPIM
32
Duff & Phelps Investment Management
Illinois
$14.1M 110,140 – –
TYCC
33
Texas Yale Capital Corp
Florida
$13.7M 107,336 -1,330 -1%
M&T Bank
34
M&T Bank
New York
$13.5M 105,450 -1,562 -1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$13.5M 105,324 +48,247 +85%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$13M 101,446 +36,882 +57%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$12.7M 98,848 +1,208 +1%
FIG
38
FundX Investment Group
California
$12.6M 98,323 +98,323 New
RJA
39
Raymond James & Associates
Florida
$12.4M 96,921 -8,447 -8%
MCM
40
MAI Capital Management
Ohio
$11.8M 91,768 +9,343 +11%
Truist Financial
41
Truist Financial
North Carolina
$11.5M 89,736 -12,844 -13%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$10.7M 83,937 -2,288 -3%
1IA
43
1834 Investment Advisors
Wisconsin
$10.7M 83,617 -208 -0.2%
FAAS
44
First Allied Advisory Services
California
$10.6M 82,427 +40,610 +97%
CAL
45
Capital Analysts LLC
Pennsylvania
$10.5M 82,156 +6,469 +9%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$10.5M 82,051 -287 -0.3%
CPSAC
47
Chas P. Smith & Associates (CPS)
Florida
$10.2M 79,401 -6,388 -7%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$9.77M 76,260 +1,517 +2%
HighTower Advisors
49
HighTower Advisors
Illinois
$9.72M 75,878 +6,327 +9%
AP
50
Advisors Preferred
Maryland
$9.05M 70,683 +70,683 New
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