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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 %
GIM
101
Goelzer Investment Management
Indiana
$2.27M 17,749 +137 +0.8%
Betterment LLC
102
Betterment LLC
New York
$2.23M 17,444 +2,732 +19%
UR
103
USCA RIA
Texas
$2.21M 17,225 +1,007 +6%
US Bancorp
104
US Bancorp
Minnesota
$2.19M 17,075 +1,277 +8%
CAM
105
Capstone Asset Management
Texas
$2.12M 16,566 -485 -3%
GG
106
Gofen & Glossberg
Illinois
$2.06M 16,063 +54 +0.3%
UB
107
UMB Bank
Missouri
$2.02M 15,810 +741 +5%
CBB
108
Citizens Business Bank
California
$2.01M 15,686 -1,727 -10%
AWM
109
Avior Wealth Management
Nebraska
$1.92M 15,008 +969 +7%
CWM
110
Confluence Wealth Management
Oregon
$1.78M 13,905 -243 -2%
CW
111
Cobiz Wealth
Colorado
$1.76M 13,775 +101 +0.7%
NCM
112
Neumann Capital Management
California
$1.74M 13,593 – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1.74M 13,552 +4,053 +43%
BSB
114
Bangor Savings Bank
Maine
$1.71M 13,331 +149 +1%
CAN
115
Cetera Advisor Networks
California
$1.58M 12,347 +785 +7%
FHA
116
First Horizon Advisors
Tennessee
$1.57M 12,237 -588 -5%
GT
117
Glenmede Trust
Pennsylvania
$1.54M 12,038 -333 -3%
OBWP
118
O'Brien Wealth Partners
Massachusetts
$1.53M 11,940 -600 -5%
KM
119
Kalos Management
Georgia
$1.45M 11,354 +7,787 +218%
SNT
120
Security National Trust
West Virginia
$1.42M 11,090 +15 +0.1%
WA
121
Waverly Advisors
Alabama
$1.4M 10,917 -1,814 -14%
PFP
122
Pinnacle Financial Partners
Tennessee
$1.38M 10,441 -314 -3%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$1.36M 10,580 -75 -0.7%
HCMT
124
Highland Capital Management (Tennessee)
Tennessee
$1.3M 10,117 -74 -0.7%
SG Americas Securities
125
SG Americas Securities
New York
$1.21M 9,464 +9,464 New
3 4
5
6 7