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

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.11%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
–
Net Calls
+$468K
Net Calls Change
+$707K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
3
FDx Advisors
Illinois
$23.5M
4
LPL Financial
4
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
4
Bessemer Group
New Jersey
$884K
5
GAMA
5
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
26
First Merchants Corp
Indiana
$20.6M +$1.68M +23,136 +9%
AA
27
Alesco Advisors
New York
$20.5M +$12.5M +171,584 +154%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$20.2M +$5.07M +69,802 +34%
RCA
29
Rex Capital Advisors
Rhode Island
$20.1M +$2M +27,582 +11%
NPC
30
National Planning Corporation
California
$19.7M +$19M +257,968 +2,495%
FHB
31
First Hawaiian Bank
Hawaii
$18.4M -$2M -27,596 -10%
DADC
32
D.A. Davidson & Co
Montana
$18.2M +$1.07M +14,672 +6%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$17.6M +$1.21M +16,856 +7%
DPIM
34
Duff & Phelps Investment Management
Illinois
$16.1M – – –
TYCC
35
Texas Yale Capital Corp
Florida
$15.8M -$76.2K -1,050 -0.5%
GIA
36
GHP Investment Advisors
Colorado
$15.6M -$195K -2,690 -1%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$14.7M +$749K +10,314 +5%
M&T Bank
38
M&T Bank
New York
$14.5M -$328K -4,520 -2%
CAL
39
Capital Analysts LLC
Pennsylvania
$13.7M +$797K +10,974 +6%
Ameriprise
40
Ameriprise
Minnesota
$13.5M +$3.72M +51,292 +38%
MCM
41
MAI Capital Management
Ohio
$13.3M +$125K +1,722 +0.9%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$13.1M +$807K +11,118 +7%
Truist Financial
43
Truist Financial
North Carolina
$12.7M -$332K -4,576 -3%
FAAS
44
First Allied Advisory Services
California
$12.7M +$306K +4,210 +2%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$12.4M -$39.6K -546 -0.3%
1IA
46
1834 Investment Advisors
Wisconsin
$12.3M +$183K +2,522 +2%
MFS
47
MSI Financial Services
Massachusetts
$11.4M +$10.6K +146 +0.1%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$11.4M +$630K +8,674 +6%
Goldman Sachs
49
Goldman Sachs
New York
$10.8M -$7.18M -98,872 -40%
AP
50
Advisors Preferred
Maryland
$10.8M -$4.96M -68,302 -32%
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