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

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$582K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$811M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.7M
4
DWA
4
Dorsey Wright & Associates
California
$10.3M
5
PP
5
Palladium Partners
Virginia
$21.6M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$11.3M
2
MIH
2
Madison Investment Holdings
Wisconsin
$18.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$693K
4
Morgan Stanley
4
Morgan Stanley
New York
$238M
5
BF
5
BOK Financial
Oklahoma
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
FMA Advisory
Pennsylvania
$7.49M +$478K +7,526 +7%
AMG
52
Asset Management Group
Connecticut
$7.48M -$34.5K -544 -0.5%
IFS
53
Ifrah Financial Services
Arkansas
$7.42M +$7.42M +116,894 New
RCAG
54
Rehmann Capital Advisory Group
Michigan
$7.18M -$263K -4,142 -4%
BEC
55
Blue Edge Capital
Virginia
$7.09M -$26K -410 -0.4%
MA
56
MUFG Americas
New York
$7.04M +$96.8K +1,526 +1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$6.96M +$1.86M +29,370 +37%
CAL
58
Capital Advisors Ltd
Ohio
$6.74M +$102K +1,614 +2%
PFG
59
Piershale Financial Group
Illinois
$6.57M +$6.57M +103,474 New
PSW
60
Portfolio Strategies (Washington)
Washington
$6.53M +$6.53M +102,972 New
CWM
61
Cranbrook Wealth Management
Michigan
$6.5M -$44.8K -706 -0.7%
KFA
62
Kays Financial Advisory
Georgia
$6.35M -$190K -2,996 -3%
CAL
63
Capital Analysts LLC
Pennsylvania
$6.35M +$428K +6,740 +7%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$6.05M -$428K -6,740 -7%
IB
65
Intrust Bank
Kansas
$5.94M – – –
SFI
66
SPC Financial Inc
Maryland
$5.93M +$1.02K +16 +0%
KWMG
67
King Wealth Management Group
Florida
$5.92M +$137K +2,166 +2%
WTNA
68
Wilmington Trust National Association
Delaware
$5.46M -$152K -2,390 -3%
LMIM
69
Lockheed Martin Investment Management
Maryland
$5.32M +$5.32M +83,750 New
M&T Bank
70
M&T Bank
New York
$5.03M +$219K +3,458 +5%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$5M +$2.3M +36,236 +85%
CBB
72
Citizens Business Bank
California
$4.76M -$292K -4,604 -6%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$4.76M +$1.13M +17,774 +31%
FHC
74
First Heartland Consultants
Missouri
$4.65M +$4.65M +73,212 New
CMP
75
Courage Miller Partners
Virginia
$4.45M -$308K -4,852 -6%
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3
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