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

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.11%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
–
Net Calls
+$468K
Net Calls Change
+$707K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
3
FDx Advisors
Illinois
$23.5M
4
LPL Financial
4
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
4
Bessemer Group
New Jersey
$884K
5
GAMA
5
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$5.2M +$2.61K +36 +0.1%
GLA
77
Great Lakes Advisors
Illinois
$5.15M +$79K +1,088 +2%
ADL
78
Asset Dedication LLC
California
$5.14M +$96.7K +1,332 +2%
EDRIA
79
Edmonds Duncan Registered Investment Advisors
Kansas
$4.89M -$91.2K -1,256 -2%
RFC
80
Regions Financial Corp
Alabama
$4.6M +$211K +2,906 +5%
OA
81
Opes Advisors
California
$4.59M +$4.59M +63,240 New
IA
82
IFP Advisors
Florida
$4.47M +$1.5M +20,612 +50%
JFA
83
JNBA Financial Advisors
Minnesota
$4.34M +$4.3M +59,226 +11,390%
SI
84
Stephens Inc
Arkansas
$4.27M -$369K -5,086 -8%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$4.25M -$97.4K -1,342 -2%
AIP
86
Ameritas Investment Partners
Nebraska
$4.2M -$112K -1,540 -3%
LA
87
Leonetti & Associates
Illinois
$4.18M -$52.3K -720 -1%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$3.85M +$869K +11,972 +29%
AG
89
Advisor Group
Arizona
$3.81M +$240K +3,306 +7%
AI
90
Atria Investments
North Carolina
$3.5M -$386K -5,322 -10%
NSB
91
Norway Savings Bank
Maine
$3.46M +$3.46M +47,706 New
PAI
92
Pittenger & Anderson Inc
Nebraska
$3.43M +$221K +3,050 +7%
PAG
93
Private Advisor Group
New Jersey
$3.38M +$1.13M +15,270 +50%
CB
94
Chemical Bank
Michigan
$3.18M -$90K -1,240 -3%
First Trust Advisors
95
First Trust Advisors
Illinois
$3.16M -$49.1K -676 -2%
SCG
96
Sonata Capital Group
Washington
$3.12M -$67.5K -930 -2%
GIM
97
Goelzer Investment Management
Indiana
$2.89M +$269K +3,704 +10%
APP
98
Avantax Planning Partners
Iowa
$2.82M +$2.82M +38,768 New
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$2.76M -$414K -5,696 -13%
NFG
100
Noven Financial Group
Colorado
$2.7M +$2.7M +37,208 New
2 3
4
5 6