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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 %
IP
176
Intellectus Partners
California
$842K +$842K +11,600 New
RC
177
RegentAtlantic Capital
New Jersey
$817K – – –
FIM
178
Freedom Investment Management
Connecticut
$796K -$16.3K -224 -2%
HNB
179
Huntington National Bank
Ohio
$786K -$191K – –
LWM
180
LBA Wealth Management
Florida
$779K +$3.63K +50 +0.5%
OC
181
Oppenheimer & Co
New York
$769K +$769K +10,588 New
SDWMA
182
Schneider Downs Wealth Management Advisors
Pennsylvania
$752K +$17.1K +236 +2%
HS
183
Huntington Steele
Pennsylvania
$746K +$1.6K +22 +0.2%
CB
184
Commerce Bank
Missouri
$744K +$3.05K +42 +0.4%
CA
185
Cetera Advisors
Colorado
$731K +$15.3K +212 +2%
HFS
186
HL Financial Services
Kentucky
$712K -$70.4K -970 -9%
BRWA
187
B. Riley Wealth Advisors
Florida
$710K -$228K -3,136 -24%
PAM
188
Peak Asset Management
Colorado
$704K – – –
BFA
189
Bragg Financial Advisors
North Carolina
$678K -$10.2K -140 -1%
CAM
190
Covenant Asset Management
New Jersey
$677K +$677K +9,328 New
AFP
191
Ausdal Financial Partners
Iowa
$658K +$7.12K +98 +1%
WT
192
Whittier Trust
California
$656K – – –
BTIS
193
BB&T Investment Services
North Carolina
$655K +$655K +8,956 New
VIA
194
Vantage Investment Advisors
Pennsylvania
$652K +$59.2K +816 +10%
Mariner
195
Mariner
Kansas
$651K +$240K +3,306 +58%
CS
196
Credit Suisse
Switzerland
$644K -$3.26M -44,830 -83%
HIM
197
Hanlon Investment Management
New Jersey
$637K +$637K +8,776 New
AWM
198
Affinity Wealth Management
Delaware
$634K -$46.3K -638 -7%
AC
199
Alexandria Capital
Virginia
$633K -$10.6K -146 -2%
CCM
200
Coldstream Capital Management
Washington
$633K – – –
6 7
8
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