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

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$45.6M
2
FIG
2
FundX Investment Group
California
$25.9M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$22.8M
4
GAMA
4
Graticule Asia Macro Advisors
New York
$9.84M
5
QA
5
Quantitative Advantage
Minnesota
$37.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.6M
2
Wells Fargo
2
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
4
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
5
Bessemer Group
New Jersey
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FMC
26
First Merchants Corp
Indiana
$17.3M 130,058 +1,699 +1%
HighTower Advisors
27
HighTower Advisors
Illinois
$16.9M 127,191 +51,313 +68%
RCA
28
Rex Capital Advisors
Rhode Island
$16.6M 124,581 -14,774 -11%
Goldman Sachs
29
Goldman Sachs
New York
$16.5M 124,037 +517 +0.4%
DADC
30
D.A. Davidson & Co
Montana
$15.7M 117,826 +4,957 +4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$15.2M 114,240 +15,392 +16%
DPIM
32
Duff & Phelps Investment Management
Illinois
$14.7M 110,540 +400 +0.4%
TYCC
33
Texas Yale Capital Corp
Florida
$14.6M 109,501 +2,165 +2%
GIA
34
GHP Investment Advisors
Colorado
$14.5M 108,769 -1,708 -2%
AP
35
Advisors Preferred
Maryland
$13.9M 108,216 +37,533 +53%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$13.8M 103,970 -28,488 -22%
M&T Bank
37
M&T Bank
New York
$13.6M 102,268 -3,182 -3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$12.8M 96,397 -33,990 -26%
MCM
39
MAI Capital Management
Ohio
$12.1M 90,815 -953 -1%
Truist Financial
40
Truist Financial
North Carolina
$12M 90,019 +283 +0.3%
CAL
41
Capital Analysts LLC
Pennsylvania
$11.8M 88,947 +6,791 +8%
Bessemer Group
42
Bessemer Group
New Jersey
$11.5M 86,589 -80,000 -48%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$11.4M 85,550 +3,499 +4%
FAAS
44
First Allied Advisory Services
California
$11.3M 85,211 +2,784 +3%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$11.3M 84,768 +831 +1%
1IA
46
1834 Investment Advisors
Wisconsin
$11.1M 83,589 -28 -0%
MFS
47
MSI Financial Services
Massachusetts
$10.5M 78,720 +16,071 +26%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$9.87M 74,222 -2,038 -3%
GAMA
49
Graticule Asia Macro Advisors
New York
$9.84M 74,000 +74,000 New
Ameriprise
50
Ameriprise
Minnesota
$8.91M 67,023 +2,598 +4%
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