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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 %
SWM
101
Strategic Wealth Management
Washington
$2.69M +$2.69M +37,054 New
US Bancorp
102
US Bancorp
Minnesota
$2.59M +$183K +2,516 +8%
MWM
103
Merriman Wealth Management
Washington
$2.57M -$160K -2,200 -6%
PFA
104
Pinnacle Family Advisors
Missouri
$2.55M +$2.55M +35,074 New
FPIS
105
Financial Planning & Information Services
Wisconsin
$2.54M -$151K -2,086 -6%
WP
106
WealthSource Partners
California
$2.52M -$637K -8,778 -20%
CAN
107
Cetera Advisor Networks
California
$2.51M -$1.68M -23,102 -40%
MBT
108
Montecito Bank & Trust
California
$2.51M +$576K +7,934 +30%
MCM
109
MV Capital Management
Maryland
$2.37M +$2.26M +31,136 +2,046%
Betterment LLC
110
Betterment LLC
New York
$2.37M -$295K -4,056 -11%
SI
111
SII Investments
Wisconsin
$2.33M +$1.63M +22,368 +236%
GG
112
Gofen & Glossberg
Illinois
$2.31M -$6.68K -92 -0.3%
VFA
113
Voya Financial Advisors
Connecticut
$2.28M +$876K +12,014 +62%
CFS
114
Commonwealth Financial Services
West Virginia
$2.26M -$1.55M -21,192 -41%
SPC
115
Sigma Planning Corp
Michigan
$2.19M -$1.68M -23,134 -43%
AWM
116
Avior Wealth Management
Nebraska
$2.16M +$726 +10 +0%
BSB
117
Bangor Savings Bank
Maine
$2.15M +$81.6K +1,124 +4%
NCM
118
Neumann Capital Management
California
$2.15M +$216K +2,980 +11%
AIP
119
Ahrens Investment Partners
Louisiana
$2.06M +$2.06M +28,380 New
UB
120
UMB Bank
Missouri
$2M -$187K -2,578 -9%
UR
121
USCA RIA
Texas
$1.98M -$430K -5,920 -18%
CWM
122
Confluence Wealth Management
Oregon
$1.97M -$36.6K -504 -2%
CAM
123
Capstone Asset Management
Texas
$1.97M -$348K -4,794 -15%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.94M +$78.7K +1,084 +4%
PFA
125
Pure Financial Advisors
California
$1.92M +$272K +3,740 +16%
3 4
5
6 7