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

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$45.6M
2
FIG
2
FundX Investment Group
California
$25.9M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$22.8M
4
GAMA
4
Graticule Asia Macro Advisors
New York
$9.84M
5
QA
5
Quantitative Advantage
Minnesota
$37.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.6M
2
Wells Fargo
2
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
4
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
5
Bessemer Group
New Jersey
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$4.76M 35,782 – –
GLA
77
Great Lakes Advisors
Illinois
$4.64M 34,886 -631 -2%
ADL
78
Asset Dedication LLC
California
$4.62M 34,697 +279 +0.8%
EDRIA
79
Edmonds Duncan Registered Investment Advisors
Kansas
$4.47M 34,273 -397 -1%
SI
80
Stephens Inc
Arkansas
$4.25M 31,918 -893 -3%
RFC
81
Regions Financial Corp
Alabama
$4.02M 30,207 +3,386 +13%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$3.98M 29,913 +29,913 New
AIP
83
Ameritas Investment Partners
Nebraska
$3.95M 29,670 +615 +2%
LA
84
Leonetti & Associates
Illinois
$3.87M 29,127 -568 -2%
CAN
85
Cetera Advisor Networks
California
$3.83M 28,809 +16,462 +133%
CS
86
Credit Suisse
Switzerland
$3.57M 26,848 -13,105 -33%
AI
87
Atria Investments
North Carolina
$3.56M 26,742 -2,623 -9%
SPC
88
Sigma Planning Corp
Michigan
$3.55M 26,664 +18,797 +239%
CFS
89
Commonwealth Financial Services
West Virginia
$3.47M 26,067 -7,643 -23%
AG
90
Advisor Group
Arizona
$3.27M 24,597 -3,360 -12%
AIA
91
Allegis Investment Advisors
Idaho
$3.05M 22,959 +18,497 +415%
CB
92
Chemical Bank
Michigan
$2.99M 22,488 -25 -0.1%
First Trust Advisors
93
First Trust Advisors
Illinois
$2.94M 22,114 -1,880 -8%
PAI
94
Pittenger & Anderson Inc
Nebraska
$2.94M 22,110 – –
SCG
95
Sonata Capital Group
Washington
$2.92M 21,945 +100 +0.5%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$2.91M 21,859 -9,813 -31%
WP
97
WealthSource Partners
California
$2.89M 21,760 -21,034 -49%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$2.73M 20,497 +328 +2%
IA
99
IFP Advisors
Florida
$2.72M 20,473 -315 -2%
MWM
100
Merriman Wealth Management
Washington
$2.5M 18,800 +300 +2%
2 3
4
5 6