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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 %
TIA
126
Tiemann Investment Advisors
California
$1.01M +$4.96K +80 +0.5%
DBIA
127
Dumont & Blake Investment Advisors
New Jersey
$991K -$13.2K -212 -1%
SPC
128
Sigma Planning Corp
Michigan
$985K +$151K +2,426 +18%
CG
129
Colony Group
Massachusetts
$954K -$4.91M -79,154 -84%
Citigroup
130
Citigroup
New York
$923K -$76.3K -1,230 -8%
AWM
131
Affinity Wealth Management
Delaware
$914K -$6.49M -104,646 -88%
MAM
132
Marquette Asset Management
Minnesota
$880K – – –
BHWM
133
Bar Harbor Wealth Management
New Hampshire
$866K -$248 -4 -0%
PO
134
Private Ocean
California
$861K +$2.85K +46 +0.3%
Goldman Sachs
135
Goldman Sachs
New York
$848K +$421K +6,786 +99%
ABC
136
Associated Banc-Corp
Wisconsin
$844K -$155K -2,500 -16%
WTC
137
WhitTier Trust Company
Nevada
$825K – – –
SWM
138
Segment Wealth Management
Texas
$816K – – –
SWP
139
Stratos Wealth Partners
Ohio
$794K -$26.4K -426 -3%
PFA
140
Pure Financial Advisors
California
$755K -$25.1K -404 -3%
TRCT
141
Tower Research Capital (TRC)
New York
$747K +$619K +9,982 +484%
AFP
142
Ausdal Financial Partners
Iowa
$743K -$13.6K -220 -2%
SDWMA
143
Schneider Downs Wealth Management Advisors
Pennsylvania
$738K -$104K -1,684 -12%
GWM
144
Geneos Wealth Management
Colorado
$734K +$734K +11,816 New
Bessemer Group
145
Bessemer Group
New Jersey
$728K -$17.9K -288 -2%
BRWA
146
B. Riley Wealth Advisors
Florida
$722K -$105K -1,696 -13%
RC
147
RegentAtlantic Capital
New Jersey
$721K – – –
ICAS
148
Investors Capital Advisory Services
Massachusetts
$719K +$7.07K +114 +1%
FIM
149
Freedom Investment Management
Connecticut
$680K -$29.8K -480 -4%
HFS
150
HL Financial Services
Kentucky
$651K -$1.02M -16,376 -61%
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