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

254 hedge funds and large institutions have $2.31B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
7.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
20
Increased
98
Reduced
75
Closed
15
Calls
$241K
Puts
$205K
Net Calls
+$36K
Net Calls Change
-$852K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$24.8M
2
M&T Bank
M&T Bank
New York
+$18.5M
3
TCM
Tuttle Capital Management
Connecticut
+$12.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.83M
5
EFS
Edelman Financial Services
Virginia
+$5.85M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$12.7M
2
NPC
National Planning Corporation
California
-$10.1M
3
CIM
Confluence Investment Management
Missouri
-$9.19M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$8.31M
5
Bank of America
Bank of America
North Carolina
-$7.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
151
Managed Account Advisors
New Jersey
$482K +$482K +8,008 New
LWM
152
LBA Wealth Management
Florida
$481K +$41.9K +696 +10%
SI
153
SII Investments
Wisconsin
$429K -$39.6K -658 -8%
PSI
154
Pinnacle Summer Investments
Virginia
$417K +$601 +10 +0.1%
NFG
155
Next Financial Group
Texas
$406K +$406K +6,750 New
QCMC
156
Quantum Capital Management (California)
California
$397K -$38.3K -636 -9%
KIA
157
KCM Investment Advisors
California
$395K -$39.1K -650 -9%
CPO
158
Cerity Partners OCIO
New York
$391K +$481 +8 +0.1%
V
159
Veritable
Delaware
$389K +$13.1K +218 +3%
PFG
160
Pacific Financial Group
Washington
$382K +$16.6K +276 +5%
JWM
161
Jacobus Wealth Management
Wisconsin
$376K – – –
OC
162
Oppenheimer & Co
New York
$357K -$24.9K -414 -7%
EAM
163
Evanson Asset Management
California
$353K – – –
ACI
164
Alpha Cubed Investments
California
$352K -$198K -3,284 -36%
JIC
165
Johnson Investment Counsel
Ohio
$350K – – –
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$343K – – –
HIM
167
Hanlon Investment Management
New Jersey
$343K +$343K +5,700 New
HJA
168
Hugh Johnson Advisors
New York
$340K +$6.02K +100 +2%
Creative Planning
169
Creative Planning
Kansas
$333K +$721 +12 +0.2%
FCI
170
Financial Counselors Inc
Kansas
$329K +$19.8K +328 +6%
HCA
171
Harbour Capital Advisors
Virginia
$319K – – –
BRWM
172
B. Riley Wealth Management
Tennessee
$310K -$134K -2,230 -30%
RJT
173
Raymond James Trust
Florida
$310K -$8.78K -146 -3%
ONB
174
Old National Bancorp
Indiana
$309K +$25.7K +428 +9%
WCM
175
Wealthcare Capital Management
Virginia
$297K – – –
5 6
7
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