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

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$27.9M
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.3M
3
LPL Financial
3
LPL Financial
California
$73.1M
4
Wells Fargo
4
Wells Fargo
California
$1.07B
5
CFB
5
Cullen/Frost Bankers
Texas
$19M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$18K
2
LI
2
LVZ Inc
Michigan
$0
3
AIG
3
American International Group
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$244M
5
AIM
5
Advantage Investment Management
Iowa
$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
151
Ipswich Investment Management
Massachusetts
$818K +$536K +8,384 +191%
FIM
152
Freedom Investment Management
Connecticut
$803K +$101K +1,580 +14%
BRWA
153
B. Riley Wealth Advisors
Florida
$793K +$47.2K +736 +6%
AWA
154
Arete Wealth Advisors
Illinois
$787K +$787K +12,290 New
ICAS
155
Investors Capital Advisory Services
Massachusetts
$754K +$12.2K +190 +2%
RC
156
RegentAtlantic Capital
New Jersey
$744K – – –
AFP
157
Ausdal Financial Partners
Iowa
$740K -$26.9K -420 -4%
VKH
158
Virtu KCG Holdings
New York
$697K +$397K +6,200 +132%
GWM
159
Geneos Wealth Management
Colorado
$693K -$65.6K -1,022 -9%
HFS
160
HL Financial Services
Kentucky
$690K +$17.9K +280 +3%
NPC
161
National Planning Corporation
California
$685K -$1.94M -29,704 -74%
CG
162
Colony Group
Massachusetts
$667K -$318K -4,964 -32%
MCM
163
MV Capital Management
Maryland
$667K +$572K +8,938 +604%
LWM
164
LBA Wealth Management
Florida
$655K +$1.92K +30 +0.3%
SDWMA
165
Schneider Downs Wealth Management Advisors
Pennsylvania
$648K -$114K -1,784 -15%
CA
166
Cetera Advisors
Colorado
$645K +$1.16K +18 +0.2%
PAM
167
Peak Asset Management
Colorado
$621K – – –
BFA
168
Bragg Financial Advisors
North Carolina
$610K -$23.4K -366 -4%
SB
169
Suntrust Banks
Georgia
$610K +$188K +2,932 +44%
RIA
170
Regal Investment Advisors
Michigan
$609K +$213K +3,330 +54%
RPG
171
Risk Paradigm Group
Texas
$604K -$876K -13,680 -59%
PWAP
172
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$580K -$50.9K -796 -8%
WT
173
Whittier Trust
California
$579K – – –
PBO
174
Peoples Bank (Ohio)
Ohio
$577K -$4.49K -70 -0.8%
PFG
175
Pacific Financial Group
Washington
$571K +$571K +8,912 New
5 6
7
8 9