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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
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
FDx Advisors
Illinois
$23.5M
4
LPL Financial
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.16B
2
QA
Quantitative Advantage
Minnesota
$0
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
Bessemer Group
New Jersey
$884K
5
GAMA
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
201
Peoples Bank (Ohio)
Ohio
$620K -$29.7K -410 -5%
BPCA
202
Bank Pictet & Cie (Asia)
Singapore
$610K – – –
PWAP
203
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$607K -$52K -716 -8%
TW
204
Transform Wealth
Colorado
$599K +$37.2K +512 +7%
CAM
205
Concorde Asset Management
Michigan
$599K +$599K +8,262 New
ICOA
206
Investment Centers of America
North Dakota
$585K +$18.9K +260 +3%
BTNA
207
Bremer Trust National Association
Minnesota
$573K -$1.02K -14 -0.2%
BAS
208
Brown Advisory Securities
Maryland
$558K +$71K +976 +15%
MG
209
Mather Group
Illinois
$549K +$16.1K +222 +3%
GEA
210
Glen Eagle Advisors
New Jersey
$547K +$547K +7,532 New
RG
211
Rikoon Group
New Mexico
$530K +$2.4K +32 +0.5%
PWM
212
Perigon Wealth Management
California
$526K +$179K +2,370 +52%
PIM
213
Parker Investment Management
California
$510K +$2.18K +30 +0.4%
BHBT
214
Burke & Herbert Bank & Trust
Virginia
$499K -$3.62K -50 -0.7%
HCA
215
Harbour Capital Advisors
Virginia
$494K +$7.11K +98 +1%
LWAC
216
Laurel Wealth Advisors (California)
California
$490K +$48.3K +666 +11%
JIC
217
Johnson Investment Counsel
Ohio
$477K – – –
CA
218
Cambridge Advisors
Nebraska
$476K +$16.1K +222 +4%
KCM
219
Kanawha Capital Management
Virginia
$473K -$36.3K -500 -7%
KIA
220
KCM Investment Advisors
California
$467K – – –
RPG
221
Risk Paradigm Group
Texas
$464K -$244K -3,364 -34%
JWM
222
Jacobus Wealth Management
Wisconsin
$454K – – –
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$453K +$453K +6,240 New
MIC
224
Meridian Investment Counsel
California
$450K – – –
CPO
225
Cerity Partners OCIO
New York
$446K +$871 +12 +0.2%
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