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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 %
DBIA
101
Dumont & Blake Investment Advisors
New Jersey
$1.72M 13,452 +260 +2%
UCFA
102
United Capital Financial Advisors
Texas
$1.69M 13,178 +1,093 +9%
NCM
103
Neumann Capital Management
California
$1.64M 12,793 +12,793 New
GT
104
Greenleaf Trust
Michigan
$1.62M 12,636 -2,168 -15%
GT
105
Glenmede Trust
Pennsylvania
$1.58M 12,371 -217 -2%
Citigroup
106
Citigroup
New York
$1.56M 12,199 +2,536 +26%
William Blair & Company
107
William Blair & Company
Illinois
$1.56M 12,188 -45 -0.4%
LMIM
108
Lockheed Martin Investment Management
Maryland
$1.53M 11,926 +11,926 New
FHA
109
First Horizon Advisors
Tennessee
$1.47M 11,405 +3 +0%
PFP
110
Pinnacle Financial Partners
Tennessee
$1.41M 11,030 – –
MCM
111
Millie Capital Management
California
$1.37M 10,699 +10,699 New
AIG
112
American International Group
New York
$1.27M 9,934 -47,760 -83%
BSB
113
Bangor Savings Bank
Maine
$1.27M 9,913 +579 +6%
HCMT
114
Highland Capital Management (Tennessee)
Tennessee
$1.23M 9,643 +827 +9%
TFF
115
The Family Firm
Maryland
$1.21M 9,445 +9,445 New
SNT
116
Security National Trust
West Virginia
$1.21M 9,425 +495 +6%
MCM
117
MV Capital Management
Maryland
$1.2M 9,411 +9,411 New
BOTW
118
Bank of the West
California
$1.09M 8,546 +8,546 New
AWM
119
Avior Wealth Management
Nebraska
$1.07M 8,348 +204 +3%
BOK
120
Bank of Kentucky
Kentucky
$1.02M 8,014 – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$1.01M 7,903 +103 +1%
YP
122
Yellowstone Partners
Idaho
$983K 7,692 +428 +6%
TIA
123
Tiemann Investment Advisors
California
$946K 7,401 +850 +13%
CA
124
Cetera Advisors
Colorado
$932K 7,254 +382 +6%
BHWM
125
Bar Harbor Wealth Management
New Hampshire
$917K 7,172 +7 +0.1%
3 4
5
6 7