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

279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.45%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
52
Increased
95
Reduced
72
Closed
24
Calls
–
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$496K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$862M
2
MCM
2
MAI Capital Management
Ohio
$14.6M
3
GC
3
Guggenheim Capital
Illinois
$11.3M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.93M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$14.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.21M
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
NFG
3
Noven Financial Group
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$40.8M
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
151
Virtu Financial
New York
$547K +$328K +5,132 +149%
HJA
152
Hugh Johnson Advisors
New York
$539K +$178K +2,780 +49%
HIM
153
Hanlon Investment Management
New Jersey
$532K +$172K +2,722 +48%
LWM
154
LBA Wealth Management
Florida
$530K +$19.2K +300 +4%
SC
155
SouthState Corp
Florida
$499K -$31.3K -490 -6%
FMWA
156
Forvis Mazars Wealth Advisors
Missouri
$476K +$476K +7,440 New
MAA
157
Managed Account Advisors
New Jersey
$462K -$50.3K -786 -10%
PSI
158
Pinnacle Summer Investments
Virginia
$459K +$15.7K +246 +4%
SWP
159
Stratos Wealth Partners
Ohio
$435K +$435K +6,800 New
ICOA
160
Investment Centers of America
North Dakota
$435K +$435K +6,848 New
SI
161
SII Investments
Wisconsin
$420K -$33.8K -530 -7%
KIA
162
KCM Investment Advisors
California
$418K -$1.92K -30 -0.5%
CPO
163
Cerity Partners OCIO
New York
$416K +$639 +10 +0.2%
PFG
164
Pacific Financial Group
Washington
$406K +$767 +12 +0.2%
CWM
165
Concert Wealth Management
California
$405K +$405K +6,316 New
JWM
166
Jacobus Wealth Management
Wisconsin
$399K – – –
CIBC World Market
167
CIBC World Market
Ontario, Canada
$389K +$389K +6,090 New
Creative Planning
168
Creative Planning
Kansas
$386K +$32.2K +504 +9%
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$381K +$16.2K +254 +4%
JIC
170
Johnson Investment Counsel
Ohio
$379K +$7.02K +110 +2%
OC
171
Oppenheimer & Co
New York
$370K -$8.56K -134 -2%
EAM
172
Evanson Asset Management
California
$366K -$9.47K -148 -3%
FNBTCON
173
First National Bank & Trust Co of Newtown
Pennsylvania
$355K +$120K +1,880 +51%
CA
174
Cambridge Advisors
Nebraska
$347K +$347K +5,428 New
FCI
175
Financial Counselors Inc
Kansas
$346K -$3.2K -50 -0.9%
5 6
7
8 9