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

242 hedge funds and large institutions have $2.13B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
6.99%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.66%
New
21
Increased
90
Reduced
74
Closed
22
Calls
$1.87M
Puts
$397K
Net Calls
+$1.47M
Net Calls Change
+$854K

Top Buyers

1
NPC
1
National Planning Corporation
California
$12.5M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$14.8M
3
EFS
3
Edelman Financial Services
Virginia
$73.7M
4
Wells Fargo
4
Wells Fargo
California
$698M
5
CIM
5
Confluence Investment Management
Missouri
$17.2M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$1.19M
3
LI
3
LVZ Inc
Michigan
$9.24M
4
CS
4
Credit Suisse
Switzerland
$0
5
MIH
5
Madison Investment Holdings
Wisconsin
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Capstone Asset Management
Texas
$3.13M +$461K +7,656 +17%
CWM
77
Confluence Wealth Management
Oregon
$3.05M +$3.05M +50,682 New
PAI
78
Pittenger & Anderson Inc
Nebraska
$2.66M -$30.1K -500 -1%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2.56M -$1.44M -24,004 -36%
BTS
80
BB&T Securities
Virginia
$2.37M +$138K +230 +6%
First Trust Advisors
81
First Trust Advisors
Illinois
$2.34M +$45.6K +758 +2%
AI
82
Atria Investments
North Carolina
$2.24M +$2.24M +37,202 New
CFA
83
Camarda Financial Advisors
Florida
$2.21M +$70.2K +1,166 +3%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$2.2M -$36K -598 -2%
RFC
85
Regions Financial Corp
Alabama
$2.19M +$25.5K +424 +1%
GG
86
Gofen & Glossberg
Illinois
$2.16M -$11.9K -200 -0.5%
WA
87
Waverly Advisors
Alabama
$2.11M -$60.3K -1,002 -3%
SI
88
Stephens Inc
Arkansas
$2.01M +$2.01M +33,302 New
Goldman Sachs
89
Goldman Sachs
New York
$2M +$700K +11,630 +54%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.96M -$1.66M -27,606 -46%
HFS
91
HL Financial Services
Kentucky
$1.88M -$109K -1,808 -5%
CW
92
Cobiz Wealth
Colorado
$1.77M -$1.08K -18 -0.1%
AIG
93
American International Group
New York
$1.63M -$1M -16,636 -38%
UCFA
94
United Capital Financial Advisors
Texas
$1.61M +$646K +10,736 +67%
AIP
95
Ameritas Investment Partners
Nebraska
$1.56M +$471K +7,824 +43%
DBIA
96
Dumont & Blake Investment Advisors
New Jersey
$1.53M +$130K +2,162 +9%
GT
97
Glenmede Trust
Pennsylvania
$1.52M – – –
William Blair & Company
98
William Blair & Company
Illinois
$1.5M +$20.5K +340 +1%
FHA
99
First Horizon Advisors
Tennessee
$1.4M -$10.5K -174 -0.7%
PAG
100
Private Advisor Group
New Jersey
$1.39M +$119K +1,970 +9%
2 3
4
5 6