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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 %
CWM
101
Confluence Wealth Management
Oregon
$1.76M -$256K -4,126 -13%
AWM
102
Avior Wealth Management
Nebraska
$1.74M +$639K +10,308 +58%
MFS
103
MSI Financial Services
Massachusetts
$1.72M +$181K +2,920 +12%
CW
104
Cobiz Wealth
Colorado
$1.7M -$48.5K -782 -3%
NCM
105
Neumann Capital Management
California
$1.69M +$33.5K +540 +2%
BSB
106
Bangor Savings Bank
Maine
$1.64M +$36.2K +584 +2%
FHA
107
First Horizon Advisors
Tennessee
$1.59M +$466K +7,516 +41%
WA
108
Waverly Advisors
Alabama
$1.58M -$11K -178 -0.7%
OBWP
109
O'Brien Wealth Partners
Massachusetts
$1.56M -$1.25M -20,170 -45%
GT
110
Glenmede Trust
Pennsylvania
$1.53M – – –
William Blair & Company
111
William Blair & Company
Illinois
$1.47M -$52.7K -850 -3%
CAN
112
Cetera Advisor Networks
California
$1.44M -$37.2K -600 -3%
RPG
113
Risk Paradigm Group
Texas
$1.43M +$327K +5,276 +30%
FHC
114
First Heartland Consultants
Missouri
$1.42M +$1.42M +22,820 New
SNT
115
Security National Trust
West Virginia
$1.37M +$113K +1,820 +9%
PFP
116
Pinnacle Financial Partners
Tennessee
$1.33M -$184K -2,960 -12%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$1.32M +$40.3K +650 +3%
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$1.27M +$1.86K +30 +0.1%
HCMT
119
Highland Capital Management (Tennessee)
Tennessee
$1.26M +$75.4K +1,216 +6%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$1.18M -$30.5K -492 -3%
YP
121
Yellowstone Partners
Idaho
$1.17M +$192K +3,098 +20%
TFF
122
The Family Firm
Maryland
$1.16M -$88.9K -1,434 -7%
JFGIW
123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.15M +$561K +9,044 +96%
UCFA
124
United Capital Financial Advisors
Texas
$1.09M -$125K -2,020 -10%
CFB
125
Cullen/Frost Bankers
Texas
$1.05M +$671K +10,810 +176%
3 4
5
6 7