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

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$582K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$811M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.7M
4
DWA
4
Dorsey Wright & Associates
California
$10.3M
5
PP
5
Palladium Partners
Virginia
$21.6M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$11.3M
2
MIH
2
Madison Investment Holdings
Wisconsin
$18.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$693K
4
Morgan Stanley
4
Morgan Stanley
New York
$238M
5
BF
5
BOK Financial
Oklahoma
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
151
Credit Suisse
Switzerland
$628K +$628K +9,898 New
GIM
152
Goelzer Investment Management
Indiana
$599K +$22.5K +354 +4%
KCM
153
Kanawha Capital Management
Virginia
$597K – – –
ACI
154
Alpha Cubed Investments
California
$580K +$46.6K +734 +9%
WT
155
Whittier Trust
California
$573K +$53.1K +838 +10%
MFS
156
MSI Financial Services
Massachusetts
$539K -$202K -3,190 -27%
SC
157
SouthState Corp
Florida
$529K +$18.1K +286 +4%
SI
158
SII Investments
Wisconsin
$493K -$74.9K -1,182 -13%
BRWM
159
B. Riley Wealth Management
Tennessee
$468K +$320K +5,046 +215%
VF
160
Virtu Financial
New York
$465K +$465K +7,332 New
LWM
161
LBA Wealth Management
Florida
$463K – – –
QCMC
162
Quantum Capital Management (California)
California
$459K -$6.1K -96 -1%
KIA
163
KCM Investment Advisors
California
$458K -$25.4K -400 -5%
PSI
164
Pinnacle Summer Investments
Virginia
$440K – – –
CPO
165
Cerity Partners OCIO
New York
$412K +$1.78K +28 +0.4%
OC
166
Oppenheimer & Co
New York
$403K -$21.4K -336 -5%
JWM
167
Jacobus Wealth Management
Wisconsin
$397K – – –
V
168
Veritable
Delaware
$397K +$6.73K +106 +2%
PFG
169
Pacific Financial Group
Washington
$385K +$761 +12 +0.2%
EAM
170
Evanson Asset Management
California
$372K +$9.38K +148 +3%
JIC
171
Johnson Investment Counsel
Ohio
$369K – – –
TNBTD
172
Trustmark National Bank Trust Department
Mississippi
$362K +$2.92K +46 +0.8%
HJA
173
Hugh Johnson Advisors
New York
$352K +$352K +5,548 New
Creative Planning
174
Creative Planning
Kansas
$351K -$4.06K -64 -1%
RJT
175
Raymond James Trust
Florida
$337K -$18.2K -286 -5%
5 6
7
8 9