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

334 hedge funds and large institutions have $3.09B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+4
Holders Change %
+1.21%
% of All Funds
8.93%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.69%
New
24
Increased
115
Reduced
116
Closed
12
Calls
$240K
Puts
$479K
Net Calls
-$239K
Net Calls Change
-$1.2M

Top Buyers

1
RJA
Raymond James & Associates
Florida
$45.6M
2
FIG
FundX Investment Group
California
$25.9M
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$22.8M
4
GAMA
Graticule Asia Macro Advisors
New York
$9.84M
5
QA
Quantitative Advantage
Minnesota
$37.3M

Top Sellers

1
LPL Financial
LPL Financial
California
$40.6M
2
Wells Fargo
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
Bessemer Group
New Jersey
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
201
Jacobus Wealth Management
Wisconsin
$416K – – –
MIC
202
Meridian Investment Counsel
California
$412K -$1.86K -28 -0.4%
CPO
203
Cerity Partners OCIO
New York
$408K -$3.86K -58 -0.9%
LWAC
204
Laurel Wealth Advisors (California)
California
$405K – – –
CCT
205
Country Club Trust
Missouri
$403K -$12K -180 -3%
ACN
206
Advisor Consultant Network
Ohio
$403K +$403K +6,060 New
RWA
207
RGT Wealth Advisors
Texas
$403K +$403K +6,072 New
RJT
208
Raymond James Trust
Florida
$388K -$14.3K -216 -4%
HJA
209
Hugh Johnson Advisors
New York
$383K +$51.9K +780 +16%
LAM
210
Lebenthal Asset Management
New York
$380K -$1.86K -28 -0.5%
EAM
211
Evanson Asset Management
California
$380K – – –
Mariner
212
Mariner
Kansas
$376K +$135K +2,036 +56%
FT
213
Fiduciary Trust
Massachusetts
$360K – – –
MI
214
Moneywise Inc
Virginia
$349K +$349K +5,250 New
OCM
215
One Capital Management
California
$348K -$165K -2,476 -32%
CG
216
Colony Group
Massachusetts
$343K -$350K -5,264 -51%
BL
217
Balentine LLC
Georgia
$342K +$10.6K +160 +3%
NL
218
NWAM LLC
Washington
$336K +$4.52K +68 +1%
WCM
219
Wealthcare Capital Management
Virginia
$310K – – –
PWM
220
Perigon Wealth Management
California
$306K +$253K +3,798 +475%
SC
221
SouthState Corp
Florida
$303K -$798 -12 -0.3%
CAS
222
Cue Advisory Services
Arizona
$299K +$46.5K +700 +18%
CIA
223
Capital Investment Advisors
Georgia
$293K – – –
M
224
MOTCO
Texas
$285K +$141K +2,126 +98%
VWA
225
V Wealth Advisors
Kansas
$279K +$2.39K +36 +0.9%
7 8
9
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