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

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$582K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$811M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.7M
4
DWA
4
Dorsey Wright & Associates
California
$10.3M
5
PP
5
Palladium Partners
Virginia
$21.6M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$11.3M
2
MIH
2
Madison Investment Holdings
Wisconsin
$18.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$693K
4
Morgan Stanley
4
Morgan Stanley
New York
$238M
5
BF
5
BOK Financial
Oklahoma
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
76
Great Lakes Advisors
Illinois
$4.39M -$7.87K -124 -0.2%
AA
77
Alesco Advisors
New York
$4.07M -$12.7K -200 -0.3%
AIG
78
American International Group
New York
$3.92M +$2.21M +34,798 +129%
FPIS
79
Financial Planning & Information Services
Wisconsin
$3.65M -$83.9K -1,322 -2%
GT
80
Greenleaf Trust
Michigan
$3.64M -$1.05M -16,608 -22%
CNB
81
City National Bank
California
$3.51M -$1.34M -21,170 -28%
Goldman Sachs
82
Goldman Sachs
New York
$3.45M +$1.34M +21,124 +63%
HighTower Advisors
83
HighTower Advisors
Illinois
$3.45M +$45.2K +712 +1%
JFA
84
JNBA Financial Advisors
Minnesota
$3.36M -$44.7K -704 -1%
SI
85
Stephens Inc
Arkansas
$3.23M +$1.12M +17,614 +53%
CAM
86
Capstone Asset Management
Texas
$3.2M -$91.9K -1,448 -3%
Ameriprise
87
Ameriprise
Minnesota
$2.94M +$1.51M +23,842 +106%
PAI
88
Pittenger & Anderson Inc
Nebraska
$2.8M – – –
BTS
89
BB&T Securities
Virginia
$2.74M +$240K +378 +10%
CWM
90
Confluence Wealth Management
Oregon
$2.63M -$583K -9,180 -18%
TAM
91
Todd Asset Management
Kentucky
$2.57M -$1.4M -22,100 -35%
First Trust Advisors
92
First Trust Advisors
Illinois
$2.49M +$26.5K +418 +1%
CFA
93
Camarda Financial Advisors
Florida
$2.49M +$160K +2,528 +7%
AI
94
Atria Investments
North Carolina
$2.42M +$55.1K +868 +2%
AIP
95
Ameritas Investment Partners
Nebraska
$2.41M +$762K +12,012 +46%
RFC
96
Regions Financial Corp
Alabama
$2.36M +$44.3K +698 +2%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$2.34M +$24.9K +392 +1%
GG
98
Gofen & Glossberg
Illinois
$2.26M -$34.9K -550 -2%
WA
99
Waverly Advisors
Alabama
$2.22M -$2.92K -46 -0.1%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$2.05M -$7.36K -116 -0.4%
2 3
4
5 6