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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.85B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
7.01%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.58%
New
19
Increased
97
Reduced
60
Closed
12
Calls
$2.19M
Puts
–
Net Calls
+$2.19M
Net Calls Change
+$1.86M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.2M
2
MIH
2
Madison Investment Holdings
Wisconsin
$22.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$33.5M
4
CIM
4
Confluence Investment Management
Missouri
$8.69M
5
Bank of America
5
Bank of America
North Carolina
$81.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$559M
2
IFS
2
Ifrah Financial Services
Arkansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$215M
4
NEAM
4
New England Asset Management
Connecticut
$0
5
NPC
5
National Planning Corporation
California
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
126
Bragg Financial Advisors
North Carolina
$631K +$631K +11,678 New
PI
127
Placemark Investments
Illinois
$624K +$214K +3,958 +52%
Citigroup
128
Citigroup
New York
$624K +$254K +4,704 +69%
FHC
129
First Heartland Consultants
Missouri
$616K -$527K -9,626 -46%
MFS
130
MSI Financial Services
Massachusetts
$594K -$187K -3,458 -24%
SCM
131
Steward Capital Management
Michigan
$589K +$1.84K +34 +0.3%
PFS
132
Prospera Financial Services
Texas
$565K +$55.6K +1,018 +11%
FIM
133
Freedom Investment Management
Connecticut
$544K -$1.08K -20 -0.2%
TNBTD
134
Trustmark National Bank Trust Department
Mississippi
$537K – – –
KCM
135
Kanawha Capital Management
Virginia
$513K -$3.24K -60 -0.6%
CAN
136
Cetera Advisor Networks
California
$471K +$56.5K +1,050 +14%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$468K +$19.9K +368 +4%
SI
138
SII Investments
Wisconsin
$466K +$71K +1,304 +18%
CA
139
Cetera Advisors
Colorado
$451K +$12.2K +226 +3%
PMG
140
ProVise Management Group
Florida
$444K +$228K +4,224 +106%
QCMC
141
Quantum Capital Management (California)
California
$421K -$60.1K -1,114 -12%
KIA
142
KCM Investment Advisors
California
$412K -$59.5K -1,100 -13%
Barclays
143
Barclays
United Kingdom
$412K +$7.03K +130 +2%
Goldman Sachs
144
Goldman Sachs
New York
$404K -$63.6K -1,178 -14%
PSI
145
Pinnacle Summer Investments
Virginia
$378K +$647 +12 +0.2%
WT
146
Whittier Trust
California
$373K – – –
CS
147
Credit Suisse
Switzerland
$371K -$477K -8,834 -56%
OC
148
Oppenheimer & Co
New York
$371K -$18K -334 -5%
Invesco
149
Invesco
Georgia
$361K +$4.75K +88 +1%
RJT
150
Raymond James Trust
Florida
$351K -$33.4K -618 -9%
4 5
6
7 8