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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 %
BCM
126
Barometer Capital Management
Ontario, Canada
$1.84M +$1.84M +25,400 New
FHC
127
First Heartland Consultants
Missouri
$1.83M -$3.61M -49,666 -66%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$1.82M -$3.63K -50 -0.2%
CW
129
Cobiz Wealth
Colorado
$1.8M +$6.1K +84 +0.3%
GT
130
Glenmede Trust
Pennsylvania
$1.76M -$43.5K -600 -2%
ZIG
131
Zurich Insurance Group
Switzerland
$1.73M +$1.73M +23,794 New
CBB
132
Citizens Business Bank
California
$1.71M -$516K -7,112 -23%
SNT
133
Security National Trust
West Virginia
$1.67M +$85.7K +1,180 +5%
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$1.66M +$170K +2,346 +11%
FHA
135
First Horizon Advisors
Tennessee
$1.64M – – –
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$1.63M +$11K +152 +0.7%
AIP
137
Almanack Investment Partners
Pennsylvania
$1.59M +$1.59M +21,944 New
Citigroup
138
Citigroup
New York
$1.56M +$2.76K +38 +0.2%
PFP
139
Pinnacle Financial Partners
Tennessee
$1.55M +$35.1K +484 +2%
WA
140
Waverly Advisors
Alabama
$1.5M -$58.9K -812 -4%
SFG
141
SNS Financial Group
Minnesota
$1.46M +$86.4K +1,190 +6%
OBWP
142
O'Brien Wealth Partners
Massachusetts
$1.38M -$264K -3,634 -16%
SWP
143
Stratos Wealth Partners
Ohio
$1.37M -$208K -2,872 -13%
BTS
144
BB&T Securities
Virginia
$1.37M – – –
TFF
145
The Family Firm
Maryland
$1.31M +$13.4K +184 +1%
KM
146
Kalos Management
Georgia
$1.28M -$220K -3,034 -15%
CG
147
Colony Group
Massachusetts
$1.26M +$883K +12,150 +236%
UCFA
148
United Capital Financial Advisors
Texas
$1.23M +$70.3K +968 +6%
PSW
149
Portfolio Strategies (Washington)
Washington
$1.23M +$1.23M +16,950 New
CC
150
Cedar Capital
Illinois
$1.22M +$1.22M +16,806 New
4 5
6
7 8