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

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.11%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
–
Net Calls
+$468K
Net Calls Change
+$707K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
3
FDx Advisors
Illinois
$23.5M
4
LPL Financial
4
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
4
Bessemer Group
New Jersey
$884K
5
GAMA
5
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Advantage Investment Management
Iowa
$1.22M -$516K -7,110 -30%
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21M -$144K -1,978 -11%
DBIA
153
Dumont & Blake Investment Advisors
New Jersey
$1.21M +$21.8K +300 +2%
TIA
154
Tiemann Investment Advisors
California
$1.17M -$66.7K -918 -5%
William Blair & Company
155
William Blair & Company
Illinois
$1.16M -$79.5K -1,094 -6%
SB
156
Suntrust Banks
Georgia
$1.14M +$378K +5,206 +50%
TH
157
Timber Hill
Connecticut
$1.14M +$1.14M +15,652 New
SG Americas Securities
158
SG Americas Securities
New York
$1.09M -$1.61M -22,234 -60%
IB
159
Intrust Bank
Kansas
$1.09M -$121K -1,672 -10%
MCM
160
Millie Capital Management
California
$1.09M +$224K +3,080 +26%
ACP
161
Arcus Capital Partners
Georgia
$1.05M +$1.05M +14,490 New
BPC
162
Banque Pictet & Cie
Switzerland
$1.03M +$1.03M +14,200 New
MAM
163
Marquette Asset Management
Minnesota
$1.03M – – –
PO
164
Private Ocean
California
$1.01M +$3.34K +46 +0.3%
BHWM
165
Bar Harbor Wealth Management
New Hampshire
$989K +$10.5K +144 +1%
FCBT
166
First Citizens Bank & Trust
North Carolina
$982K +$60.8K +838 +7%
WTC
167
WhitTier Trust Company
Nevada
$966K – – –
SWM
168
Segment Wealth Management
Texas
$955K – – –
Creative Planning
169
Creative Planning
Kansas
$923K +$118K +1,630 +15%
IIM
170
Ipswich Investment Management
Massachusetts
$911K -$16.7K -230 -2%
AWA
171
Arete Wealth Advisors
Illinois
$892K – – –
Bessemer Group
172
Bessemer Group
New Jersey
$884K -$11.7M -161,000 -93%
ABC
173
Associated Banc-Corp
Wisconsin
$881K -$107K -1,470 -11%
NFG
174
Next Financial Group
Texas
$870K +$316K +4,352 +57%
UFF
175
USA Financial Formulas
Michigan
$862K +$862K +11,878 New
5 6
7
8 9