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

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$45.6M
2
FIG
2
FundX Investment Group
California
$25.9M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$22.8M
4
GAMA
4
Graticule Asia Macro Advisors
New York
$9.84M
5
QA
5
Quantitative Advantage
Minnesota
$37.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.6M
2
Wells Fargo
2
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
4
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
5
Bessemer Group
New Jersey
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
151
Bar Harbor Wealth Management
New Hampshire
$896K -$9.31K -140 -1%
WTC
152
WhitTier Trust Company
Nevada
$884K – – –
SWM
153
Segment Wealth Management
Texas
$875K – – –
BRWA
154
B. Riley Wealth Advisors
Florida
$859K +$35.7K +536 +4%
IIM
155
Ipswich Investment Management
Massachusetts
$850K – – –
FCBT
156
First Citizens Bank & Trust
North Carolina
$844K +$534K +8,028 +172%
AWA
157
Arete Wealth Advisors
Illinois
$817K – – –
MCM
158
Millie Capital Management
California
$791K +$791K +11,896 New
RC
159
RegentAtlantic Capital
New Jersey
$748K -$24.6K -370 -3%
FIM
160
Freedom Investment Management
Connecticut
$744K -$90.1K -1,354 -11%
Creative Planning
161
Creative Planning
Kansas
$737K +$178K +2,672 +32%
HFS
162
HL Financial Services
Kentucky
$717K – – –
LWM
163
LBA Wealth Management
Florida
$710K +$29.5K +444 +4%
SB
164
Suntrust Banks
Georgia
$698K +$65.1K +980 +10%
HS
165
Huntington Steele
Pennsylvania
$682K +$89.4K +1,344 +15%
CB
166
Commerce Bank
Missouri
$678K +$228K +3,440 +51%
NPC
167
National Planning Corporation
California
$674K -$9.13K -140 -1%
SDWMA
168
Schneider Downs Wealth Management Advisors
Pennsylvania
$673K +$266 +4 +0%
CA
169
Cetera Advisors
Colorado
$655K -$6.09K -92 -0.9%
RPG
170
Risk Paradigm Group
Texas
$649K +$21.9K +330 +4%
PAM
171
Peak Asset Management
Colorado
$645K – – –
BFA
172
Bragg Financial Advisors
North Carolina
$630K -$3.33K -50 -0.5%
SI
173
SII Investments
Wisconsin
$630K +$58.7K +882 +10%
AWM
174
Affinity Wealth Management
Delaware
$623K +$34.6K +520 +6%
PWAP
175
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$603K +$399 +6 +0.1%
5 6
7
8 9