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

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$27.9M
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.3M
3
LPL Financial
3
LPL Financial
California
$73.1M
4
Wells Fargo
4
Wells Fargo
California
$1.07B
5
CFB
5
Cullen/Frost Bankers
Texas
$19M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$18K
2
LI
2
LVZ Inc
Michigan
$0
3
AIG
3
American International Group
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$244M
5
AIM
5
Advantage Investment Management
Iowa
$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Cambridge Advisors
Nebraska
$407K – – –
JWM
202
Jacobus Wealth Management
Wisconsin
$400K – – –
CCT
203
Country Club Trust
Missouri
$400K +$400K +6,240 New
MIC
204
Meridian Investment Counsel
California
$399K – – –
ASN
205
Advisory Services Network
Georgia
$395K +$164K +2,560 +71%
LWAC
206
Laurel Wealth Advisors (California)
California
$390K -$6.92K -108 -2%
CPO
207
Cerity Partners OCIO
New York
$388K -$1.88K -30 -0.5%
RJT
208
Raymond James Trust
Florida
$388K – – –
NFG
209
Nations Financial Group
Iowa
$382K +$39.2K +612 +11%
LAM
210
Lebenthal Asset Management
New York
$368K +$368K +5,740 New
LH
211
Lebenthal Holdings
New York
$368K +$368K +5,740 New
EAM
212
Evanson Asset Management
California
$366K – – –
FT
213
Fiduciary Trust
Massachusetts
$347K -$32.6K -508 -9%
FCI
214
Financial Counselors Inc
Kansas
$330K -$34K -532 -9%
Brown Advisory
215
Brown Advisory
Maryland
$330K +$21.4K +334 +7%
HJA
216
Hugh Johnson Advisors
New York
$319K +$319K +4,978 New
BL
217
Balentine LLC
Georgia
$319K +$319K +4,988 New
NL
218
NWAM LLC
Washington
$319K +$319K +4,990 New
CCB
219
Cutter & Co Brokerage
Missouri
$314K +$314K +4,898 New
PAS
220
Partnervest Advisory Services
California
$307K +$31.3K +488 +11%
PMG
221
ProVise Management Group
Florida
$301K +$512 +8 +0.2%
BAS
222
Brown Advisory Securities
Maryland
$300K +$300K +4,692 New
FNBTCON
223
First National Bank & Trust Co of Newtown
Pennsylvania
$299K -$12.8K -200 -4%
FCBT
224
First Citizens Bank & Trust
North Carolina
$299K +$299K +4,664 New
WCM
225
Wealthcare Capital Management
Virginia
$298K +$3.58K +56 +1%
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