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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 %
ICOA
176
Investment Centers of America
North Dakota
$399K +$18.5K +298 +5%
CB
177
Commerce Bank
Missouri
$394K – – –
CA
178
Cambridge Advisors
Nebraska
$394K – – –
JWM
179
Jacobus Wealth Management
Wisconsin
$388K – – –
WP
180
WealthSource Partners
California
$387K +$387K +6,240 New
CPO
181
Cerity Partners OCIO
New York
$386K +$1.37K +22 +0.4%
MIC
182
Meridian Investment Counsel
California
$386K +$80.8K +1,304 +26%
LWAC
183
Laurel Wealth Advisors (California)
California
$384K -$2.23M -36,016 -85%
RIA
184
Regal Investment Advisors
Michigan
$384K +$384K +6,184 New
RJT
185
Raymond James Trust
Florida
$376K -$4.71K -76 -1%
FT
186
Fiduciary Trust
Massachusetts
$367K – – –
TH
187
Timber Hill
Connecticut
$364K +$364K +5,876 New
EAM
188
Evanson Asset Management
California
$355K -$41.6K -670 -10%
FCI
189
Financial Counselors Inc
Kansas
$353K +$33.5K +540 +10%
VFA
190
Voya Financial Advisors
Connecticut
$336K +$336K +5,426 New
FFWA
191
FRG Family Wealth Advisors
Washington
$332K – – –
NFG
192
Nations Financial Group
Iowa
$332K +$5.45K +88 +2%
FNBTCON
193
First National Bank & Trust Co of Newtown
Pennsylvania
$302K – – –
Brown Advisory
194
Brown Advisory
Maryland
$298K +$298K +4,810 New
VKH
195
Virtu KCG Holdings
New York
$291K -$24.8K -400 -8%
PMG
196
ProVise Management Group
Florida
$291K +$43.9K +708 +18%
BTS
197
BB&T Securities
Virginia
$290K -$46.9K -758 -14%
WCM
198
Wealthcare Capital Management
Virginia
$285K -$13K -210 -4%
SC
199
SouthState Corp
Florida
$283K -$134K -2,164 -32%
ONB
200
Old National Bancorp
Indiana
$282K -$131K -2,118 -32%
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