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

211 hedge funds and large institutions have $1.65B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q2 according to their latest regulatory filings, with 211 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+211
Holders Change %
–
% of All Funds
6.89%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
211
Increased
–
Reduced
–
Closed
–
Calls
$334K
Puts
–
Net Calls
+$334K
Net Calls Change
+$334K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
151
Harbour Capital Advisors
Virginia
$269K +$269K +5,310 New
KA
152
Kovack Advisors
Florida
$262K +$262K +5,174 New
WCM
153
Wealthcare Capital Management
Virginia
$254K +$254K +5,008 New
BOTW
154
Bank of the West
California
$238K +$238K +4,708 New
CBU
155
CIBC Bank USA
Illinois
$228K +$228K +4,498 New
NCM
156
Narwhal Capital Management
Georgia
$223K +$223K +4,400 New
Creative Planning
157
Creative Planning
Kansas
$223K +$223K +4,410 New
BMO
158
Beck Mack & Oliver
New York
$218K +$218K +4,300 New
FCI
159
Financial Counselors Inc
Kansas
$216K +$216K +4,274 New
HJA
160
Hugh Johnson Advisors
New York
$211K +$211K +4,158 New
BRWA
161
B. Riley Wealth Advisors
Florida
$210K +$210K +4,144 New
EWM
162
Evercore Wealth Management
New York
$205K +$205K +4,044 New
PMG
163
ProVise Management Group
Florida
$202K +$202K +3,998 New
DCM
164
Donaldson Capital Management
Indiana
$201K +$201K +3,970 New
HSBC Holdings
165
HSBC Holdings
United Kingdom
$200K +$200K +3,958 New
FNBT
166
FineMark National Bank & Trust
Florida
$126K +$126K +2,470 New
BAM
167
Barrett Asset Management
New York
$121K +$121K +2,388 New
MWP
168
MYCIO Wealth Partners
Pennsylvania
$112K +$112K +2,210 New
M
169
MOTCO
Texas
$110K +$110K +2,164 New
KTC
170
Kistler-Tiffany Companies
Pennsylvania
$110K +$110K +2,180 New
RIA
171
Regal Investment Advisors
Michigan
$96K +$96K +1,890 New
PVH
172
Psagot Value Holdings
Israel
$94K +$94K +1,854 New
CDIA
173
Capital Directions Investment Advisors
Georgia
$92K +$92K +1,818 New
ST
174
Smithfield Trust
Pennsylvania
$83K +$83K +1,638 New
BFEC
175
Benjamin F. Edwards & Company
Missouri
$80K +$80K +1,570 New
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