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

253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
7.28%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
27
Increased
99
Reduced
70
Closed
14
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$582K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$811M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
SG Americas Securities
3
SG Americas Securities
New York
$12.7M
4
DWA
4
Dorsey Wright & Associates
California
$10.3M
5
PP
5
Palladium Partners
Virginia
$21.6M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$11.3M
2
MIH
2
Madison Investment Holdings
Wisconsin
$18.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$693K
4
Morgan Stanley
4
Morgan Stanley
New York
$238M
5
BF
5
BOK Financial
Oklahoma
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
176
Harbour Capital Advisors
Virginia
$337K – – –
FCI
177
Financial Counselors Inc
Kansas
$326K -$17.1K -270 -5%
WCM
178
Wealthcare Capital Management
Virginia
$313K -$22K -346 -7%
ONB
179
Old National Bancorp
Indiana
$299K +$299K +4,716 New
CIA
180
Capital Investment Advisors
Georgia
$295K – – –
CBU
181
CIBC Bank USA
Illinois
$285K – – –
FNBOO
182
First National Bank of Omaha
Nebraska
$277K +$277K +4,366 New
RIA
183
Regal Investment Advisors
Michigan
$275K +$127 +2 +0%
BAAM
184
Baker Avenue Asset Management
California
$267K +$267K +4,200 New
PFS
185
Prospera Financial Services
Texas
$264K +$25.1K +396 +11%
LI
186
LMCG Investments
Massachusetts
$263K +$263K +4,150 New
JIR
187
James Investment Research
Ohio
$257K – – –
EWM
188
Evercore Wealth Management
New York
$256K – – –
ZF
189
Zhang Financial
Michigan
$241K +$241K +3,794 New
DCM
190
Donaldson Capital Management
Indiana
$240K – – –
KA
191
Kovack Advisors
Florida
$229K +$229K +3,614 New
BMO
192
Beck Mack & Oliver
New York
$228K – – –
GA
193
Geneva Advisors
Illinois
$225K – – –
FNBTCON
194
First National Bank & Trust Co of Newtown
Pennsylvania
$223K – – –
MBT
195
Montecito Bank & Trust
California
$222K +$222K +3,496 New
CCB
196
Cutter & Co Brokerage
Missouri
$218K +$218K +3,434 New
FFA
197
First Foundation Advisors
California
$216K -$16.1K -254 -7%
MIAN
198
Mariner Independent Advisor Network
Kansas
$212K +$212K +3,344 New
HSBC Holdings
199
HSBC Holdings
United Kingdom
$210K -$11K -174 -5%
CB
200
Commerce Bank
Missouri
$204K +$204K +3,208 New
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8
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