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

273 hedge funds and large institutions have $2.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 31 closing their positions.

Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
7.63%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.61%
New
17
Increased
88
Reduced
83
Closed
31
Calls
$231K
Puts
–
Net Calls
+$231K
Net Calls Change
+$231K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$877M
2
EFS
2
Edelman Financial Services
Virginia
$76.3M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.86M
4
CS
4
Credit Suisse
Switzerland
$6.07M
5
RCA
5
Rex Capital Advisors
Rhode Island
$15.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.1M
2
AWM
2
Affinity Wealth Management
Delaware
$7.24M
3
DWM
3
Destination Wealth Management
California
$735K
4
CFA
4
Camarda Financial Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
KWMG
51
King Wealth Management Group
Florida
$5.99M 51,894 +628 +1%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$5.84M 50,655 +1,835 +4%
RWA
53
River Wealth Advisors
Pennsylvania
$5.42M 47,003 +2,456 +6%
EPP
54
ETF Portfolio Partners
Kansas
$5.27M 45,657 +1,748 +4%
IB
55
Intrust Bank
Kansas
$4.88M 42,332 – –
RJFSA
56
Raymond James Financial Services Advisors
Florida
$4.86M 42,170 +21,605 +105%
BEC
57
Blue Edge Capital
Virginia
$4.79M 41,577 +855 +2%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$4.79M 41,555 +341 +0.8%
GLA
59
Great Lakes Advisors
Illinois
$4.2M 36,400 +736 +2%
FAAS
60
First Allied Advisory Services
California
$4.11M 35,635 +1,672 +5%
VFS
61
VSR Financial Services
Kansas
$4.1M 35,528 -39 -0.1%
JFA
62
JNBA Financial Advisors
Minnesota
$3.74M 32,397 +2,723 +9%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.65M 31,665 -1,196 -4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$3.51M 30,456 +882 +3%
AA
65
Alesco Advisors
New York
$3.47M 30,041 +325 +1%
LA
66
Leonetti & Associates
Illinois
$3.46M 30,033 +433 +1%
SI
67
Stephens Inc
Arkansas
$3.21M 27,851 +3,329 +14%
AIP
68
Ameritas Investment Partners
Nebraska
$3.2M 27,718 +1,700 +7%
FPIS
69
Financial Planning & Information Services
Wisconsin
$3.14M 27,227 -375 -1%
FMBTD
70
First Midwest Bank Trust Division
Illinois
$3.13M 27,135 -3,390 -11%
HighTower Advisors
71
HighTower Advisors
Illinois
$3.07M 26,696 -3,632 -12%
CB
72
Chemical Bank
Michigan
$2.92M 25,338 -235 -0.9%
First Trust Advisors
73
First Trust Advisors
Illinois
$2.91M 25,229 +2,527 +11%
MGIA
74
Moneta Group Investment Advisors
Missouri
$2.72M 23,570 +11,338 +93%
SCG
75
Sonata Capital Group
Washington
$2.55M 22,134 – –
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