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

244 hedge funds and large institutions have $2.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
7.09%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
45
Increased
84
Reduced
61
Closed
13
Calls
$965K
Puts
$349K
Net Calls
+$616K
Net Calls Change
-$1.58M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$669M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$23.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.1M
4
EFS
4
Edelman Financial Services
Virginia
$65.9M
5
IB
5
Intrust Bank
Kansas
$5.44M

Top Sellers

1
FIG
1
FundX Investment Group
California
$598K
2
Deutsche Bank
2
Deutsche Bank
Germany
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Bank of America
4
Bank of America
North Carolina
$78.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
51
Kays Financial Advisory
Georgia
$5.92M 101,882 +101,882 New
BFEC
52
Benjamin F. Edwards & Company
Missouri
$5.86M 100,810 +12,088 +14%
RJA
53
Raymond James & Associates
Florida
$5.6M 96,426 +16,288 +20%
CAL
54
Capital Analysts LLC
Pennsylvania
$5.6M 96,380 +5,216 +6%
CAL
55
Capital Advisors Ltd
Ohio
$5.6M 96,278 +96,278 New
IB
56
Intrust Bank
Kansas
$5.44M 93,600 +65,524 +233%
KWMG
57
King Wealth Management Group
Florida
$5.41M 93,044 +3,058 +3%
WTNA
58
Wilmington Trust National Association
Delaware
$5.32M 91,608 +7,312 +9%
CNB
59
City National Bank
California
$5.02M 86,318 +1,308 +2%
GT
60
Greenleaf Trust
Michigan
$4.88M 83,906 -540 -0.6%
CBB
61
Citizens Business Bank
California
$4.76M 81,852 -7,492 -8%
FAAS
62
First Allied Advisory Services
California
$4.73M 81,324 -24,036 -23%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$4.57M 78,592 +890 +1%
KPCM
64
Kings Point Capital Management
New York
$4.34M 74,608 +10,942 +17%
VFS
65
VSR Financial Services
Kansas
$4.31M 74,124 +5,222 +8%
CMP
66
Courage Miller Partners
Virginia
$4.14M 71,184 -1,954 -3%
CS
67
Credit Suisse
Switzerland
$4.04M 69,498 +62,626 +911%
GLA
68
Great Lakes Advisors
Illinois
$3.95M 67,914 -8,026 -11%
TAM
69
Todd Asset Management
Kentucky
$3.87M 66,600 -32,620 -33%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$3.87M 66,602 +5,438 +9%
AA
71
Alesco Advisors
New York
$3.6M 61,992 -2,300 -4%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$3.49M 60,080 +98 +0.2%
FPIS
73
Financial Planning & Information Services
Wisconsin
$3.42M 58,864 +58,864 New
M&T Bank
74
M&T Bank
New York
$3.35M 57,632 +12,966 +29%
JFA
75
JNBA Financial Advisors
Minnesota
$3.16M 54,382 +430 +0.8%
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