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

304 hedge funds and large institutions have $2.63B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
8.11%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
37
Increased
102
Reduced
96
Closed
20
Calls
–
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$743K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$69.6M
2
PFG
Piershale Financial Group
Illinois
+$25.2M
3
LI
LVZ Inc
Michigan
+$13.8M
4
LPL Financial
LPL Financial
California
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.94M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.54M
3
AWM
Affinity Wealth Management
Delaware
-$6.49M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Stephens Inc
Arkansas
$3.73M +$343K +5,524 +10%
AIP
77
Ameritas Investment Partners
Nebraska
$3.62M -$2.23K -36 -0.1%
AA
78
Alesco Advisors
New York
$3.47M -$115K -1,850 -3%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$3.03M -$686K -11,056 -18%
First Trust Advisors
80
First Trust Advisors
Illinois
$2.94M -$137K -2,204 -4%
FPIS
81
Financial Planning & Information Services
Wisconsin
$2.79M -$406K -6,542 -13%
CB
82
Chemical Bank
Michigan
$2.77M +$91.2K +1,470 +3%
RFC
83
Regions Financial Corp
Alabama
$2.76M -$55.6K -896 -2%
PAI
84
Pittenger & Anderson Inc
Nebraska
$2.74M +$3.1K +50 +0.1%
SCG
85
Sonata Capital Group
Washington
$2.72M -$4.96K -80 -0.2%
CFS
86
Commonwealth Financial Services
West Virginia
$2.56M +$2.52M +40,642 +6,214%
NPC
87
National Planning Corporation
California
$2.5M +$2.05M +32,878 +450%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$2.42M +$100K +1,620 +4%
TAM
89
Todd Asset Management
Kentucky
$2.39M -$43.4K -700 -2%
Jane Street
90
Jane Street
New York
$2.38M +$2.38M +38,378 New
MWM
91
Merriman Wealth Management
Washington
$2.3M +$2.3M +37,000 New
GIM
92
Goelzer Investment Management
Indiana
$2.19M +$156K +2,520 +8%
CBB
93
Citizens Business Bank
California
$2.16M -$276K -4,444 -11%
CAM
94
Capstone Asset Management
Texas
$2.12M -$287K -4,624 -12%
UR
95
USCA RIA
Texas
$2.01M +$1.79M +28,888 +814%
GG
96
Gofen & Glossberg
Illinois
$1.99M – – –
US Bancorp
97
US Bancorp
Minnesota
$1.96M +$8.81K +142 +0.5%
PAG
98
Private Advisor Group
New Jersey
$1.88M +$129K +2,082 +7%
UB
99
UMB Bank
Missouri
$1.87M +$388K +6,260 +26%
Betterment LLC
100
Betterment LLC
New York
$1.83M +$852K +13,732 +88%
2 3
4
5 6