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

304 hedge funds and large institutions have $2.63B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
8.11%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
37
Increased
102
Reduced
96
Closed
20
Calls
–
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$743K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$69.6M
2
PFG
Piershale Financial Group
Illinois
+$25.2M
3
LI
LVZ Inc
Michigan
+$13.8M
4
LPL Financial
LPL Financial
California
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.94M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.54M
3
AWM
Affinity Wealth Management
Delaware
-$6.49M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
51
Asset Management Group
Connecticut
$7.3M +$41.6K +670 +0.6%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$7.08M -$3.04M -49,016 -30%
KWMG
53
King Wealth Management Group
Florida
$6.46M -$5.21K -84 -0.1%
CWM
54
Cranbrook Wealth Management
Michigan
$6.44M +$324K +5,232 +5%
KFA
55
Kays Financial Advisory
Georgia
$6.33M -$198K -3,190 -3%
AIM
56
Advantage Investment Management
Iowa
$6.14M +$5.83M +94,070 +1,885%
MA
57
MUFG Americas
New York
$6.13M -$106K -1,716 -2%
EPP
58
ETF Portfolio Partners
Kansas
$6.11M +$70K +1,128 +1%
RCAG
59
Rehmann Capital Advisory Group
Michigan
$6.09M -$670K -10,806 -10%
RWA
60
River Wealth Advisors
Pennsylvania
$5.5M -$80.2K -1,294 -1%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$5.24M -$193K -3,120 -4%
BEC
62
Blue Edge Capital
Virginia
$5.21M -$124K -2,002 -2%
FAAS
63
First Allied Advisory Services
California
$5.19M +$629K +10,136 +14%
IB
64
Intrust Bank
Kansas
$5.16M – – –
VFS
65
VSR Financial Services
Kansas
$4.83M +$305K +4,916 +7%
Ameriprise
66
Ameriprise
Minnesota
$4.79M +$1.17M +18,848 +32%
LMIM
67
Lockheed Martin Investment Management
Maryland
$4.51M +$4.51M +72,632 New
MGIA
68
Moneta Group Investment Advisors
Missouri
$4.49M +$30.6K +494 +0.7%
ADL
69
Asset Dedication LLC
California
$4.45M +$193K +3,118 +5%
GLA
70
Great Lakes Advisors
Illinois
$4.43M -$100K -1,620 -2%
GT
71
Greenleaf Trust
Michigan
$4.36M +$324K +5,226 +8%
EDRIA
72
Edmonds Duncan Registered Investment Advisors
Kansas
$4.2M +$87.3K +1,408 +2%
AI
73
Atria Investments
North Carolina
$3.98M +$3.98M +64,142 New
JFA
74
JNBA Financial Advisors
Minnesota
$3.86M -$91.9K -1,482 -2%
LA
75
Leonetti & Associates
Illinois
$3.73M +$44.7K +720 +1%
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3
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