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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 %
GA
201
Geneva Advisors
Illinois
$278K – – –
CIA
202
Capital Investment Advisors
Georgia
$274K – – –
IIM
203
Ipswich Investment Management
Massachusetts
$273K – – –
PAS
204
Partnervest Advisory Services
California
$267K +$267K +4,306 New
VIA
205
Vantage Investment Advisors
Pennsylvania
$262K +$23.2K +374 +10%
FA
206
FDx Advisors
Illinois
$261K +$261K +4,208 New
VWA
207
V Wealth Advisors
Kansas
$259K +$259K +4,182 New
APSP
208
Asset Planning Services (Pennsylvania)
Pennsylvania
$254K +$744 +12 +0.3%
FWP
209
FAS Wealth Partners
Kansas
$253K +$8.05K +130 +3%
JIR
210
James Investment Research
Ohio
$251K – – –
FNBT
211
FineMark National Bank & Trust
Florida
$246K +$31.1K +500 +14%
CBU
212
CIBC Bank USA
Illinois
$245K -$15.9K -256 -6%
CFA
213
CT Financial Advisors
Pennsylvania
$240K -$17.4K -280 -7%
BAAM
214
Baker Avenue Asset Management
California
$238K – – –
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$236K – – –
ZF
216
Zhang Financial
Michigan
$235K – – –
QCMC
217
Quantum Capital Management (California)
California
$232K -$11.8K -190 -5%
CWM
218
Concert Wealth Management
California
$229K +$9.99K +162 +5%
CGL
219
Clarius Group LLC
Washington
$227K +$227K +3,666 New
ASN
220
Advisory Services Network
Georgia
$224K +$26.2K +422 +13%
Mariner
221
Mariner
Kansas
$221K -$12.1K -196 -5%
AllianceBernstein
222
AllianceBernstein
Tennessee
$219K +$219K +3,524 New
SIC
223
Sigma Investment Counselors
Michigan
$216K -$27.9K -450 -11%
CCA
224
Cobblestone Capital Advisors
New York
$216K +$216K +3,480 New
FNBOO
225
First National Bank of Omaha
Nebraska
$214K -$60.3K -974 -22%
7 8
9
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