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

279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.45%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
52
Increased
95
Reduced
72
Closed
24
Calls
–
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$496K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$66.2M
2
AWM
2
Affinity Wealth Management
Delaware
$21.3M
3
Wells Fargo
3
Wells Fargo
California
$862M
4
MCM
4
MAI Capital Management
Ohio
$14.6M
5
GC
5
Guggenheim Capital
Illinois
$11.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.21M
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
NFG
3
Noven Financial Group
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$40.8M
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$3.21M 25,109 -369,639 -94%
CB
77
Chemical Bank
Michigan
$3.21M 25,087 +25,087 New
Goldman Sachs
78
Goldman Sachs
New York
$3.2M 25,015 +22,809 +1,034%
SI
79
Stephens Inc
Arkansas
$3.18M 24,893 -973 -4%
CFA
80
Camarda Financial Advisors
Florida
$3.14M 24,522 +3,283 +15%
First Trust Advisors
81
First Trust Advisors
Illinois
$3.09M 24,181 +4,143 +21%
AIP
82
Ameritas Investment Partners
Nebraska
$3.06M 23,939 +1,027 +4%
SCG
83
Sonata Capital Group
Washington
$2.94M 22,994 +22,994 New
PAI
84
Pittenger & Anderson Inc
Nebraska
$2.82M 22,085 – –
Bank of New York Mellon
85
Bank of New York Mellon
New York
$2.64M 20,623 +1,511 +8%
CAM
86
Capstone Asset Management
Texas
$2.63M 20,543 -2,523 -11%
PAG
87
Private Advisor Group
New Jersey
$2.41M 18,860 -3,584 -16%
TAM
88
Todd Asset Management
Kentucky
$2.37M 18,540 -870 -4%
CWM
89
Confluence Wealth Management
Oregon
$2.24M 17,508 -2,832 -14%
Ameriprise
90
Ameriprise
Minnesota
$2.17M 16,999 -8,468 -33%
WA
91
Waverly Advisors
Alabama
$2.1M 16,386 -49 -0.3%
RFC
92
Regions Financial Corp
Alabama
$2.09M 16,373 +61 +0.4%
GG
93
Gofen & Glossberg
Illinois
$2.09M 16,309 -1,000 -6%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$2.03M 15,897 +1,630 +11%
GIM
95
Goelzer Investment Management
Indiana
$2M 15,616 +10,171 +187%
CG
96
Colony Group
Massachusetts
$1.93M 15,130 +15,130 New
US Bancorp
97
US Bancorp
Minnesota
$1.83M 14,291 +2,684 +23%
CW
98
Cobiz Wealth
Colorado
$1.75M 13,679 -1,278 -9%
HFS
99
HL Financial Services
Kentucky
$1.74M 13,625 -73 -0.5%
ASN
100
Advisory Services Network
Georgia
$1.74M 14,124 +4,340 +44%
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4
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