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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 %
SG Americas Securities
101
SG Americas Securities
New York
$2.48M 18,637 +9,173 +97%
FPIS
102
Financial Planning & Information Services
Wisconsin
$2.47M 18,559 -1,594 -8%
Betterment LLC
103
Betterment LLC
New York
$2.44M 18,319 +875 +5%
GIM
104
Goelzer Investment Management
Indiana
$2.4M 18,031 +282 +2%
UR
105
USCA RIA
Texas
$2.21M 16,621 -604 -4%
US Bancorp
106
US Bancorp
Minnesota
$2.21M 16,581 -494 -3%
GG
107
Gofen & Glossberg
Illinois
$2.12M 15,946 -117 -0.7%
CAM
108
Capstone Asset Management
Texas
$2.12M 15,937 -629 -4%
CBB
109
Citizens Business Bank
California
$2.04M 15,304 -382 -2%
PAG
110
Private Advisor Group
New Jersey
$2.01M 15,291 -2,843 -16%
UB
111
UMB Bank
Missouri
$2M 15,036 -774 -5%
AWM
112
Avior Wealth Management
Nebraska
$1.98M 14,872 -136 -0.9%
BSB
113
Bangor Savings Bank
Maine
$1.9M 14,250 +919 +7%
CWM
114
Confluence Wealth Management
Oregon
$1.84M 13,826 -79 -0.6%
NCM
115
Neumann Capital Management
California
$1.77M 13,318 -275 -2%
MBT
116
Montecito Bank & Trust
California
$1.77M 13,285 +6,619 +99%
CGH
117
Crossmark Global Holdings
Texas
$1.75M 11,447 +11,447 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$1.7M 12,808 -744 -5%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$1.67M 12,555 +1,975 +19%
GT
120
Glenmede Trust
Pennsylvania
$1.65M 12,434 +396 +3%
CW
121
Cobiz Wealth
Colorado
$1.64M 12,330 -1,445 -10%
FHA
122
First Horizon Advisors
Tennessee
$1.64M 12,340 +103 +0.8%
AIM
123
Advantage Investment Management
Iowa
$1.59M 11,923 +7,650 +179%
PFA
124
Pure Financial Advisors
California
$1.51M 11,351 +3,191 +39%
OBWP
125
O'Brien Wealth Partners
Massachusetts
$1.51M 11,315 -625 -5%
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5
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