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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$1.48M +$309K +4,648 +26%
YP
127
Yellowstone Partners
Idaho
$1.46M +$256K +3,852 +21%
SWP
128
Stratos Wealth Partners
Ohio
$1.45M +$281K +4,222 +24%
SNT
129
Security National Trust
West Virginia
$1.45M -$26.6K -400 -2%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.44M -$2.61M -39,250 -64%
WA
131
Waverly Advisors
Alabama
$1.43M -$20.1K -302 -1%
Citigroup
132
Citigroup
New York
$1.43M +$501K +7,526 +54%
PFP
133
Pinnacle Financial Partners
Tennessee
$1.38M – – –
KM
134
Kalos Management
Georgia
$1.37M -$138K -2,068 -9%
BTS
135
BB&T Securities
Virginia
$1.37M -$3.87M -58,186 -74%
HCMT
136
Highland Capital Management (Tennessee)
Tennessee
$1.37M +$22.7K +342 +2%
ASN
137
Advisory Services Network
Georgia
$1.33M +$922K +13,858 +225%
VFA
138
Voya Financial Advisors
Connecticut
$1.27M +$219K +3,328 +21%
SFG
139
SNS Financial Group
Minnesota
$1.26M +$155K +2,334 +14%
JFGIW
140
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M +$8.11K +122 +0.7%
TFF
141
The Family Firm
Maryland
$1.18M -$66.5K -1,000 -5%
FA
142
FDx Advisors
Illinois
$1.14M +$158K +2,380 +16%
TIA
143
Tiemann Investment Advisors
California
$1.13M -$1.73K -26 -0.2%
William Blair & Company
144
William Blair & Company
Illinois
$1.13M +$17.8K +268 +2%
IB
145
Intrust Bank
Kansas
$1.11M – – –
DBIA
146
Dumont & Blake Investment Advisors
New Jersey
$1.09M -$9.31K -140 -0.8%
UCFA
147
United Capital Financial Advisors
Texas
$1.07M +$133 +2 +0%
MAM
148
Marquette Asset Management
Minnesota
$944K – – –
PO
149
Private Ocean
California
$925K – – –
ABC
150
Associated Banc-Corp
Wisconsin
$905K -$932 -14 -0.1%
4 5
6
7 8