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

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.11%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
–
Net Calls
+$468K
Net Calls Change
+$707K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
3
FDx Advisors
Illinois
$23.5M
4
LPL Financial
4
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
4
Bessemer Group
New Jersey
$884K
5
GAMA
5
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
51
Chas P. Smith & Associates (CPS)
Florida
$10.7M -$14.6M -201,314 -58%
BCM
52
Brookstone Capital Management
Illinois
$10.6M +$10.6M +146,620 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$10.3M +$3.78M +52,024 +58%
FMBTD
54
First Midwest Bank Trust Division
Illinois
$9.85M +$402K +5,530 +4%
CAL
55
Capital Advisors Ltd
Ohio
$9.55M +$484K +6,660 +5%
LMIM
56
Lockheed Martin Investment Management
Maryland
$9.45M +$2.36M +32,464 +33%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$9.42M +$1.13M +15,512 +14%
KPCM
58
Kings Point Capital Management
New York
$9.34M +$974K +13,414 +12%
SFI
59
SPC Financial Inc
Maryland
$9.02M +$453K +6,242 +5%
CC
60
Courier Capital
New York
$8.74M -$480K -6,618 -5%
UWPG
61
Ullmann Wealth Partners Group
Florida
$8.36M +$8.36M +112,218 New
AMG
62
Asset Management Group
Connecticut
$8.27M -$39.1K -538 -0.5%
KWMG
63
King Wealth Management Group
Florida
$7.65M +$27.7K +382 +0.4%
CIM
64
Confluence Investment Management
Missouri
$7.52M -$496K -6,832 -6%
EPP
65
ETF Portfolio Partners
Kansas
$7.17M +$69.1K +952 +1%
KFA
66
Kays Financial Advisory
Georgia
$6.88M -$199K -2,742 -3%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$6.86M +$200K +2,756 +3%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$6.37M -$681K -9,378 -10%
CWM
69
Cranbrook Wealth Management
Michigan
$6.29M -$48.2K -664 -0.8%
GT
70
Greenleaf Trust
Michigan
$6.12M -$169K -2,330 -3%
RWA
71
River Wealth Advisors
Pennsylvania
$6.11M -$150K -2,066 -2%
BEC
72
Blue Edge Capital
Virginia
$6.04M -$134K -1,914 -2%
MIAN
73
Mariner Independent Advisor Network
Kansas
$5.9M +$84.4K +1,162 +1%
DWA
74
Dorsey Wright & Associates
California
$5.76M +$5.76M +79,306 New
MA
75
MUFG Americas
New York
$5.36M -$200K -2,750 -4%
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3
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