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

304 hedge funds and large institutions have $2.63B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
8.11%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
37
Increased
102
Reduced
96
Closed
20
Calls
–
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$743K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$69.6M
2
PFG
Piershale Financial Group
Illinois
+$25.2M
3
LI
LVZ Inc
Michigan
+$13.8M
4
LPL Financial
LPL Financial
California
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.94M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.54M
3
AWM
Affinity Wealth Management
Delaware
-$6.49M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
151
LBA Wealth Management
Florida
$633K – – –
CA
152
Cetera Advisors
Colorado
$617K -$291K -4,698 -32%
BFA
153
Bragg Financial Advisors
North Carolina
$613K +$744 +12 +0.1%
PWAP
154
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$612K -$34.4K -554 -5%
PAM
155
Peak Asset Management
Colorado
$601K – – –
PBO
156
Peoples Bank (Ohio)
Ohio
$563K -$27.3K -440 -5%
WT
157
Whittier Trust
California
$560K – – –
AC
158
Alexandria Capital
Virginia
$552K -$17.2K -278 -3%
CCM
159
Coldstream Capital Management
Washington
$541K +$541K +8,722 New
Creative Planning
160
Creative Planning
Kansas
$529K +$49.1K +792 +10%
BTNA
161
Bremer Trust National Association
Minnesota
$506K -$43.4K -700 -8%
TNB
162
Thomasville National Bank
Georgia
$492K +$193K +3,104 +64%
HS
163
Huntington Steele
Pennsylvania
$482K +$25K +402 +5%
SI
164
SII Investments
Wisconsin
$475K +$103K +1,662 +28%
FNT
165
First National Trust
Pennsylvania
$458K +$458K +7,390 New
SMH
166
Sanders Morris Harris
Texas
$451K +$451K +7,270 New
KM
167
Kalos Management
Georgia
$442K +$442K +7,134 New
CWM
168
Cornerstone Wealth Management
Missouri
$432K +$432K +5,890 New
JIC
169
Johnson Investment Counsel
Ohio
$416K -$1.86K -30 -0.4%
HCA
170
Harbour Capital Advisors
Virginia
$416K – – –
MG
171
Mather Group
Illinois
$413K +$29.9K +482 +8%
KCM
172
Kanawha Capital Management
Virginia
$408K – – –
SB
173
Suntrust Banks
Georgia
$408K +$408K +6,600 New
PIM
174
Parker Investment Management
California
$407K +$407K +6,556 New
KIA
175
KCM Investment Advisors
California
$406K – – –
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