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

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$45.6M
2
FIG
2
FundX Investment Group
California
$25.9M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$22.8M
4
GAMA
4
Graticule Asia Macro Advisors
New York
$9.84M
5
QA
5
Quantitative Advantage
Minnesota
$37.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.6M
2
Wells Fargo
2
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
4
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
5
Bessemer Group
New Jersey
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FMBTD
51
First Midwest Bank Trust Division
Illinois
$8.66M 65,085 -4,870 -7%
CC
52
Courier Capital
New York
$8.45M 63,512 – –
CAL
53
Capital Advisors Ltd
Ohio
$8.3M 62,435 +3,667 +6%
SFI
54
SPC Financial Inc
Maryland
$7.84M 58,981 -80 -0.1%
KPCM
55
Kings Point Capital Management
New York
$7.66M 57,601 -5,044 -8%
AMG
56
Asset Management Group
Connecticut
$7.61M 57,230 -760 -1%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$7.59M 57,090 -8,238 -13%
AA
58
Alesco Advisors
New York
$7.41M 55,705 +28,540 +105%
CIM
59
Confluence Investment Management
Missouri
$7.34M 55,203 -113,423 -67%
KWMG
60
King Wealth Management Group
Florida
$6.98M 52,473 +627 +1%
Jane Street
61
Jane Street
New York
$6.83M 51,320 +51,320 New
EPP
62
ETF Portfolio Partners
Kansas
$6.51M 48,910 +309 +0.6%
LMIM
63
Lockheed Martin Investment Management
Maryland
$6.5M 48,849 +22,186 +83%
KFA
64
Kays Financial Advisory
Georgia
$6.48M 48,732 -630 -1%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$6.45M 48,529 +26 +0.1%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$6.1M 45,858 +4,363 +11%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.98M 44,975 -56,471 -56%
IFA
68
Interactive Financial Advisors
Illinois
$5.97M 44,885 +1,538 +4%
BEC
69
Blue Edge Capital
Virginia
$5.87M 44,101 -9 -0%
CWM
70
Cranbrook Wealth Management
Michigan
$5.81M 43,675 -2,048 -4%
GT
71
Greenleaf Trust
Michigan
$5.76M 43,313 -1,140 -3%
RWA
72
River Wealth Advisors
Pennsylvania
$5.73M 43,116 -445 -1%
MIAN
73
Mariner Independent Advisor Network
Kansas
$5.33M 40,080 +2,239 +6%
MA
74
MUFG Americas
New York
$5.09M 38,283 -11,042 -22%
FHC
75
First Heartland Consultants
Missouri
$4.98M 37,465 +8,526 +29%
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