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

254 hedge funds and large institutions have $2.31B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
7.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
20
Increased
98
Reduced
75
Closed
15
Calls
$241K
Puts
$205K
Net Calls
+$36K
Net Calls Change
-$852K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$794M
2
M&T Bank
2
M&T Bank
New York
$23.3M
3
TCM
3
Tuttle Capital Management
Connecticut
$12.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$55.1M
5
EFS
5
Edelman Financial Services
Virginia
$84.1M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
NPC
2
National Planning Corporation
California
$3.43M
3
CIM
3
Confluence Investment Management
Missouri
$10.4M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$9.8M
5
Bank of America
5
Bank of America
North Carolina
$90.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$7.12M +$522K +8,676 +8%
AMG
52
Asset Management Group
Connecticut
$7.1M +$4.21K +70 +0.1%
IFS
53
Ifrah Financial Services
Arkansas
$6.98M -$49.2K -818 -0.7%
AIG
54
American International Group
New York
$6.94M +$3.22M +53,576 +87%
CAL
55
Capital Analysts LLC
Pennsylvania
$6.65M +$630K +10,480 +10%
MA
56
MUFG Americas
New York
$6.57M -$102K -1,700 -2%
CAL
57
Capital Advisors Ltd
Ohio
$6.46M +$72.3K +1,202 +1%
KFA
58
Kays Financial Advisory
Georgia
$6.14M +$119K +1,972 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$6.12M +$1.37M +22,860 +29%
CWM
60
Cranbrook Wealth Management
Michigan
$6.11M -$57.1K -950 -0.9%
PFG
61
Piershale Financial Group
Illinois
$5.84M -$381K -6,340 -6%
SFI
62
SPC Financial Inc
Maryland
$5.75M +$127K +2,110 +2%
KWMG
63
King Wealth Management Group
Florida
$5.68M +$49.9K +830 +0.9%
Jane Street
64
Jane Street
New York
$5.64M +$5.64M +93,680 New
IB
65
Intrust Bank
Kansas
$5.63M – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$5.44M -$295K -4,898 -5%
VFS
67
VSR Financial Services
Kansas
$5.28M -$1.95M -32,426 -27%
BEC
68
Blue Edge Capital
Virginia
$4.89M -$1.83M -30,444 -27%
CMP
69
Courage Miller Partners
Virginia
$4.28M +$63.4K +1,054 +2%
FHC
70
First Heartland Consultants
Missouri
$4.2M -$204K -3,390 -5%
GLA
71
Great Lakes Advisors
Illinois
$4.14M -$26K -432 -0.6%
AA
72
Alesco Advisors
New York
$3.81M -$54.1K -900 -1%
CBB
73
Citizens Business Bank
California
$3.73M -$783K -13,016 -17%
TRCT
74
Tower Research Capital (TRC)
New York
$3.66M +$3.66M +60,900 New
NPC
75
National Planning Corporation
California
$3.43M -$10.1M -167,984 -75%
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