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

244 hedge funds and large institutions have $2.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
244
Holders Change
+28
Holders Change %
+12.96%
% of All Funds
7.09%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.7%
New
45
Increased
84
Reduced
61
Closed
13
Calls
$965K
Puts
$349K
Net Calls
+$616K
Net Calls Change
-$1.58M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$669M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$23.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$9.1M
4
EFS
4
Edelman Financial Services
Virginia
$65.9M
5
IB
5
Intrust Bank
Kansas
$5.44M

Top Sellers

1
FIG
1
FundX Investment Group
California
$598K
2
Deutsche Bank
2
Deutsche Bank
Germany
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$219M
4
Bank of America
4
Bank of America
North Carolina
$78.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
76
National Planning Corporation
California
$2.86M 49,230 +9,826 +25%
CCM
77
Chinook Capital Management
Oregon
$2.6M 44,804 -88 -0.2%
PAI
78
Pittenger & Anderson Inc
Nebraska
$2.6M 44,670 – –
CAM
79
Capstone Asset Management
Texas
$2.57M 44,254 -374 -0.8%
HighTower Advisors
80
HighTower Advisors
Illinois
$2.54M 43,694 +1,308 +3%
AIG
81
American International Group
New York
$2.54M 43,650 -4,408 -9%
Ameriprise
82
Ameriprise
Minnesota
$2.47M 42,566 +4,700 +12%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$2.36M 40,588 +7,164 +21%
First Trust Advisors
84
First Trust Advisors
Illinois
$2.21M 38,102 +5,166 +16%
BTS
85
BB&T Securities
Virginia
$2.16M 3,714 -1,160 -24%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$2.15M 37,046 +2,952 +9%
GG
87
Gofen & Glossberg
Illinois
$2.12M 36,410 -498 -1%
RFC
88
Regions Financial Corp
Alabama
$2.09M 35,994 -832 -2%
WA
89
Waverly Advisors
Alabama
$2.09M 35,958 -1,324 -4%
CFA
90
Camarda Financial Advisors
Florida
$2.07M 35,528 +3,422 +11%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.02M 34,788 -125,052 -78%
HFS
92
HL Financial Services
Kentucky
$1.92M 33,046 +2 +0%
MWM
93
Merriman Wealth Management
Washington
$1.88M 32,342 -792 -2%
DS
94
DRW Securities
Illinois
$1.71M 29,418 -5,134 -15%
CW
95
Cobiz Wealth
Colorado
$1.71M 29,400 +2,596 +10%
PFP
96
Pinnacle Financial Partners
Tennessee
$1.6M 27,530 -370 -1%
TH
97
Timber Hill
Connecticut
$1.56M 26,848 -59,456 -69%
TT
98
Tower Trust
Indiana
$1.53M 26,360 +52 +0.2%
GT
99
Glenmede Trust
Pennsylvania
$1.46M 25,176 -1,200 -5%
William Blair & Company
100
William Blair & Company
Illinois
$1.43M 24,606 -850 -3%
2 3
4
5 6