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

216 hedge funds and large institutions have $1.85B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
7.01%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.58%
New
19
Increased
97
Reduced
60
Closed
12
Calls
$2.19M
Puts
–
Net Calls
+$2.19M
Net Calls Change
+$1.86M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.2M
2
MIH
2
Madison Investment Holdings
Wisconsin
$22.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$33.5M
4
CIM
4
Confluence Investment Management
Missouri
$8.69M
5
Bank of America
5
Bank of America
North Carolina
$81.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$559M
2
IFS
2
Ifrah Financial Services
Arkansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$215M
4
NEAM
4
New England Asset Management
Connecticut
$0
5
NPC
5
National Planning Corporation
California
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$4.92M +$329K +6,096 +7%
KWMG
52
King Wealth Management Group
Florida
$4.86M +$65.7K +1,216 +1%
CBB
53
Citizens Business Bank
California
$4.83M +$348K +6,438 +8%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$4.82M +$533K +9,872 +12%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$4.79M +$4.71M +87,152 +5,551%
TH
56
Timber Hill
Connecticut
$4.66M +$4.27M +79,134 +1,104%
CNB
57
City National Bank
California
$4.59M -$59K -1,092 -1%
GT
58
Greenleaf Trust
Michigan
$4.56M +$1.32M +24,526 +41%
WTNA
59
Wilmington Trust National Association
Delaware
$4.55M +$436K +8,074 +11%
RJA
60
Raymond James & Associates
Florida
$4.33M +$421K +7,790 +11%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$4.2M +$2.21M +40,884 +111%
GLA
62
Great Lakes Advisors
Illinois
$4.1M +$90.3K +1,672 +2%
CMP
63
Courage Miller Partners
Virginia
$3.95M +$170K +3,150 +5%
VFS
64
VSR Financial Services
Kansas
$3.72M +$236K +4,364 +7%
AA
65
Alesco Advisors
New York
$3.47M -$87.1K -1,612 -2%
KPCM
66
Kings Point Capital Management
New York
$3.44M -$21.8K -404 -0.6%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$3.3M +$735K +13,606 +29%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.24M +$3.24M +59,982 New
JFA
69
JNBA Financial Advisors
Minnesota
$2.91M +$25.8K +478 +0.9%
BTS
70
BB&T Securities
Virginia
$2.63M -$711K -1,316 -21%
AIG
71
American International Group
New York
$2.6M +$347K +6,424 +15%
CCM
72
Chinook Capital Management
Oregon
$2.43M -$18.2K -336 -0.7%
PAI
73
Pittenger & Anderson Inc
Nebraska
$2.41M – – –
M&T Bank
74
M&T Bank
New York
$2.41M +$413K +7,648 +21%
CAM
75
Capstone Asset Management
Texas
$2.41M -$71.8K -1,330 -3%
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