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

216 hedge funds and large institutions have $1.85B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 12 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
7.01%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.58%
New
19
Increased
97
Reduced
60
Closed
12
Calls
$2.19M
Puts
–
Net Calls
+$2.19M
Net Calls Change
+$1.86M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.2M
2
MIH
2
Madison Investment Holdings
Wisconsin
$22.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$33.5M
4
CIM
4
Confluence Investment Management
Missouri
$8.69M
5
Bank of America
5
Bank of America
North Carolina
$81.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$559M
2
IFS
2
Ifrah Financial Services
Arkansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$215M
4
NEAM
4
New England Asset Management
Connecticut
$0
5
NPC
5
National Planning Corporation
California
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$2.29M +$321K +5,938 +16%
NPC
77
National Planning Corporation
California
$2.15M -$2.08M -38,068 -49%
Ameriprise
78
Ameriprise
Minnesota
$2.05M +$127K +2,358 +7%
WA
79
Waverly Advisors
Alabama
$2.01M +$19K +352 +1%
GG
80
Gofen & Glossberg
Illinois
$1.99M +$108 +2 +0%
RFC
81
Regions Financial Corp
Alabama
$1.99M -$428K -7,926 -18%
DS
82
DRW Securities
Illinois
$1.96M +$103K +1,822 +6%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$1.84M +$333K +6,158 +22%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$1.81M +$75K +1,388 +4%
MWM
85
Merriman Wealth Management
Washington
$1.79M +$5.19K +96 +0.3%
HFS
86
HL Financial Services
Kentucky
$1.79M -$13.3K -246 -0.7%
First Trust Advisors
87
First Trust Advisors
Illinois
$1.78M +$709K +13,132 +66%
CFA
88
Camarda Financial Advisors
Florida
$1.73M +$213K +3,952 +14%
TRCT
89
Tower Research Capital (TRC)
New York
$1.55M +$228K +4,216 +17%
FHA
90
First Horizon Advisors
Tennessee
$1.52M -$575K -10,646 -27%
IB
91
Intrust Bank
Kansas
$1.52M – – –
DBIA
92
Dumont & Blake Investment Advisors
New Jersey
$1.51M +$5.83K +108 +0.4%
PFP
93
Pinnacle Financial Partners
Tennessee
$1.51M -$24.8K -460 -2%
CW
94
Cobiz Wealth
Colorado
$1.45M +$267K +4,942 +23%
GT
95
Glenmede Trust
Pennsylvania
$1.42M +$101K +1,866 +8%
TT
96
Tower Trust
Indiana
$1.42M -$285K -5,272 -17%
William Blair & Company
97
William Blair & Company
Illinois
$1.38M -$189K -3,504 -12%
SG Americas Securities
98
SG Americas Securities
New York
$1.32M +$1.32M +24,502 New
Comerica Bank
99
Comerica Bank
Texas
$1.21M -$188K -3,486 -13%
TPSF
100
Texas Permanent School Fund
Texas
$1.18M +$1.18M +21,900 New
2 3
4
5 6