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

254 hedge funds and large institutions have $2.31B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
7.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
20
Increased
98
Reduced
75
Closed
15
Calls
$241K
Puts
$205K
Net Calls
+$36K
Net Calls Change
-$852K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$794M
2
M&T Bank
2
M&T Bank
New York
$23.3M
3
TCM
3
Tuttle Capital Management
Connecticut
$12.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$55.1M
5
EFS
5
Edelman Financial Services
Virginia
$84.1M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
NPC
2
National Planning Corporation
California
$3.43M
3
CIM
3
Confluence Investment Management
Missouri
$10.4M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$9.8M
5
Bank of America
5
Bank of America
North Carolina
$90.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPIS
76
Financial Planning & Information Services
Wisconsin
$3.38M -$78.8K -1,310 -2%
HighTower Advisors
77
HighTower Advisors
Illinois
$3.38M +$107K +1,772 +3%
LA
78
Leonetti & Associates
Illinois
$3.31M +$3.31M +55,044 New
CNB
79
City National Bank
California
$3.3M -$28.3K -470 -0.8%
JFA
80
JNBA Financial Advisors
Minnesota
$3.26M +$78.1K +1,298 +2%
SI
81
Stephens Inc
Arkansas
$3.11M +$49.1K +816 +2%
Ameriprise
82
Ameriprise
Minnesota
$3.06M +$274K +4,558 +10%
CAM
83
Capstone Asset Management
Texas
$2.78M -$260K -4,330 -9%
AIP
84
Ameritas Investment Partners
Nebraska
$2.76M +$474K +7,882 +21%
PAG
85
Private Advisor Group
New Jersey
$2.7M +$823K +13,686 +44%
PAI
86
Pittenger & Anderson Inc
Nebraska
$2.66M – – –
CFA
87
Camarda Financial Advisors
Florida
$2.56M +$196K +3,256 +8%
CWM
88
Confluence Wealth Management
Oregon
$2.45M -$49.4K -822 -2%
First Trust Advisors
89
First Trust Advisors
Illinois
$2.41M +$48K +798 +2%
TAM
90
Todd Asset Management
Kentucky
$2.34M -$98.6K -1,640 -4%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$2.3M +$83.2K +1,384 +4%
BTS
92
BB&T Securities
Virginia
$2.28M -$325K -540 -12%
GG
93
Gofen & Glossberg
Illinois
$2.08M -$62.7K -1,042 -3%
WA
94
Waverly Advisors
Alabama
$1.98M -$123K -2,040 -6%
RFC
95
Regions Financial Corp
Alabama
$1.96M -$270K -4,492 -12%
CW
96
Cobiz Wealth
Colorado
$1.8M -$5.53K -92 -0.3%
GT
97
Greenleaf Trust
Michigan
$1.78M -$1.68M -27,980 -49%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$1.72M -$230K -3,824 -12%
HFS
99
HL Financial Services
Kentucky
$1.65M +$19.7K +328 +1%
IFA
100
Interactive Financial Advisors
Illinois
$1.64M +$1.64M +27,206 New
2 3
4
5 6