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

279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.45%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
52
Increased
95
Reduced
72
Closed
24
Calls
–
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$496K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$66.2M
2
AWM
2
Affinity Wealth Management
Delaware
$21.3M
3
Wells Fargo
3
Wells Fargo
California
$862M
4
MCM
4
MAI Capital Management
Ohio
$14.6M
5
GC
5
Guggenheim Capital
Illinois
$11.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.21M
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
NFG
3
Noven Financial Group
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$40.8M
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
51
MUFG Americas
New York
$6.85M 53,558 -1,058 -2%
IFS
52
Ifrah Financial Services
Arkansas
$6.8M 53,200 -4,838 -8%
KFA
53
Kays Financial Advisory
Georgia
$6.5M 50,856 -165 -0.3%
SFI
54
SPC Financial Inc
Maryland
$6.47M 50,636 +2,863 +6%
CWM
55
Cranbrook Wealth Management
Michigan
$6.45M 50,438 -318 -0.6%
KWMG
56
King Wealth Management Group
Florida
$6.31M 49,373 +2,131 +5%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$5.69M 44,502 -741 -2%
EPP
58
ETF Portfolio Partners
Kansas
$5.64M 44,155 +44,155 New
IB
59
Intrust Bank
Kansas
$5.61M 43,899 -2,901 -6%
BEC
60
Blue Edge Capital
Virginia
$5.09M 39,807 -838 -2%
SG Americas Securities
61
SG Americas Securities
New York
$4.93M 38,589 +38,589 New
HighTower Advisors
62
HighTower Advisors
Illinois
$4.62M 36,101 +8,037 +29%
VFS
63
VSR Financial Services
Kansas
$4.56M 35,689 -8,212 -19%
FAAS
64
First Allied Advisory Services
California
$4.46M 34,952 -24,278 -41%
GLA
65
Great Lakes Advisors
Illinois
$4.41M 34,520 +152 +0.4%
AA
66
Alesco Advisors
New York
$4.05M 31,646 – –
CBB
67
Citizens Business Bank
California
$3.87M 30,283 -719 -2%
LA
68
Leonetti & Associates
Illinois
$3.75M 29,370 +1,848 +7%
JFA
69
JNBA Financial Advisors
Minnesota
$3.59M 28,103 +972 +4%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$3.51M 27,417 -31,743 -54%
CNB
71
City National Bank
California
$3.49M 27,309 -109 -0.4%
NPC
72
National Planning Corporation
California
$3.49M 27,981 -714 -2%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$3.49M 27,298 -23,549 -46%
BTS
74
BB&T Securities
Virginia
$3.46M 2,709 +818 +43%
FPIS
75
Financial Planning & Information Services
Wisconsin
$3.38M 27,863 -257 -0.9%
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