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

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$27.9M
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.3M
3
LPL Financial
3
LPL Financial
California
$73.1M
4
Wells Fargo
4
Wells Fargo
California
$1.07B
5
CFB
5
Cullen/Frost Bankers
Texas
$19M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$18K
2
LI
2
LVZ Inc
Michigan
$0
3
AIG
3
American International Group
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$244M
5
AIM
5
Advantage Investment Management
Iowa
$547K
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$4.58M 35,782 -372 -1%
GLA
77
Great Lakes Advisors
Illinois
$4.55M 35,517 -215 -0.6%
ADL
78
Asset Dedication LLC
California
$4.41M 34,418 -1,471 -4%
CFS
79
Commonwealth Financial Services
West Virginia
$4.32M 33,710 +13,062 +63%
SI
80
Stephens Inc
Arkansas
$4.2M 32,811 +2,765 +9%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$4.06M 31,672 +12,195 +63%
JFA
82
JNBA Financial Advisors
Minnesota
$3.97M 30,999 -117 -0.4%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$3.9M 30,440 +30,440 New
LA
84
Leonetti & Associates
Illinois
$3.8M 29,695 -400 -1%
AI
85
Atria Investments
North Carolina
$3.78M 29,365 -2,706 -8%
AIP
86
Ameritas Investment Partners
Nebraska
$3.72M 29,055 -170 -0.6%
AG
87
Advisor Group
Arizona
$3.58M 27,957 +27,957 New
AA
88
Alesco Advisors
New York
$3.48M 27,165 -801 -3%
RFC
89
Regions Financial Corp
Alabama
$3.43M 26,821 +4,571 +21%
LMIM
90
Lockheed Martin Investment Management
Maryland
$3.41M 26,663 -9,653 -27%
First Trust Advisors
91
First Trust Advisors
Illinois
$3.07M 23,994 +275 +1%
CB
92
Chemical Bank
Michigan
$2.88M 22,513 +200 +0.9%
PAI
93
Pittenger & Anderson Inc
Nebraska
$2.83M 22,110 – –
SCG
94
Sonata Capital Group
Washington
$2.8M 21,845 -100 -0.5%
BCM
95
Barometer Capital Management
Ontario, Canada
$2.75M 21,500 +21,500 New
IA
96
IFP Advisors
Florida
$2.66M 20,788 +19,879 +2,187%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$2.58M 20,169 -4,268 -17%
FPIS
98
Financial Planning & Information Services
Wisconsin
$2.58M 20,153 -2,371 -11%
MWM
99
Merriman Wealth Management
Washington
$2.37M 18,500 – –
PAG
100
Private Advisor Group
New Jersey
$2.3M 18,134 +2,974 +20%
2 3
4
5 6