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

279 hedge funds and large institutions have $2.41B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.45%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
52
Increased
95
Reduced
72
Closed
24
Calls
–
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$496K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$862M
2
MCM
MAI Capital Management
Ohio
$14.6M
3
GC
Guggenheim Capital
Illinois
$11.3M
4
SG Americas Securities
SG Americas Securities
New York
$4.93M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$14.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.21M
2
MIH
Madison Investment Holdings
Wisconsin
$0
3
NFG
Noven Financial Group
Colorado
$0
4
LPL Financial
LPL Financial
California
$40.8M
5
TCM
Tuttle Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
CPWM LLC
Washington
$216K +$216K +3,372 New
SIC
202
Sigma Investment Counselors
Michigan
$211K +$211K +3,300 New
FFA
203
First Foundation Advisors
California
$210K +$210K +3,290 New
KA
204
Klingman & Associates
New York
$206K +$206K +3,234 New
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K – – –
SIA
206
Stancorp Investment Advisers
Oregon
$185K +$185K +2,892 New
AIM
207
Acropolis Investment Management
Missouri
$178K – – –
AIM
208
Advantage Investment Management
Iowa
$166K +$166K +2,596 New
ECM
209
Exchange Capital Management
Michigan
$161K – – –
VIA
210
Vantage Investment Advisors
Pennsylvania
$159K – – –
HNB
211
Huntington National Bank
Ohio
$155K – – –
CFA
212
CT Financial Advisors
Pennsylvania
$143K +$143K +2,242 New
M
213
MOTCO
Texas
$138K – – –
MWP
214
MYCIO Wealth Partners
Pennsylvania
$138K +$511 +8 +0.4%
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$137K – – –
VNA
216
Valley National Advisers
Pennsylvania
$135K +$135K +2,320 New
BRWM
217
B. Riley Wealth Management
Tennessee
$116K -$214K -3,344 -65%
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$111K – – –
PIM
219
Parasol Investment Management
Illinois
$105K +$63.6K +1,000 +154%
FBT
220
Founders Bank & Trust
Michigan
$103K – – –
CHC
221
City Holding Co
West Virginia
$102K -$128 -2 -0.1%
CIA
222
Choate Investment Advisors
Massachusetts
$98.7K +$98.7K +1,540 New
WA
223
WFG Advisors
Texas
$94K +$18.8K +294 +25%
CDIA
224
Capital Directions Investment Advisors
Georgia
$92K – – –
PCTC
225
Perkins Coie Trust Company
Washington
$92K – – –
7 8
9
10 11