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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.

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
UBS Group
1
UBS Group
Switzerland
$66.2M
2
AWM
2
Affinity Wealth Management
Delaware
$21.3M
3
Wells Fargo
3
Wells Fargo
California
$862M
4
MCM
4
MAI Capital Management
Ohio
$14.6M
5
GC
5
Guggenheim Capital
Illinois
$11.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.21M
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
NFG
3
Noven Financial Group
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$40.8M
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$862M 6,742,835 +145,897 +2%
Morgan Stanley
2
Morgan Stanley
New York
$242M 1,890,187 +9,356 +0.5%
Bank of America
3
Bank of America
North Carolina
$97.2M 760,762 +12,245 +2%
EFS
4
Edelman Financial Services
Virginia
$93.4M 730,688 +31,318 +4%
UBS Group
5
UBS Group
Switzerland
$66.2M 517,736 +517,736 New
Axa
6
Axa
France
$60.8M 475,921 – –
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$60.6M 474,198 +15,915 +3%
LPL Financial
8
LPL Financial
California
$40.8M 319,029 -107,458 -25%
FHB
9
First Hawaiian Bank
Hawaii
$35.7M 279,140 -24,762 -8%
BF
10
BOK Financial
Oklahoma
$34.2M 267,744 -53,632 -17%
KeyBank National Association
11
KeyBank National Association
Ohio
$29.5M 231,068 -593 -0.3%
EK
12
Evensky & Katz
Florida
$27.9M 218,543 -10,254 -4%
Northern Trust
13
Northern Trust
Illinois
$23.6M 184,569 +10,458 +6%
M&T Bank
14
M&T Bank
New York
$23.5M 183,791 -10,003 -5%
Deutsche Bank
15
Deutsche Bank
Germany
$22.7M 177,726 +11,236 +7%
PP
16
Palladium Partners
Virginia
$22.5M 176,390 +4,095 +2%
AWM
17
Affinity Wealth Management
Delaware
$21.3M 167,013 +167,013 New
FMC
18
First Merchants Corp
Indiana
$19.4M 151,928 +1,970 +1%
TYCC
19
Texas Yale Capital Corp
Florida
$19.1M 149,650 +17,770 +13%
Truist Financial
20
Truist Financial
North Carolina
$14.9M 116,791 +6,750 +6%
MCM
21
MAI Capital Management
Ohio
$14.6M 114,552 +114,552 New
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$14.6M 114,026 +33,001 +41%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$14.5M 113,682 +6,084 +6%
RCA
24
Rex Capital Advisors
Rhode Island
$14.5M 113,287 +1 +0%
GIA
25
GHP Investment Advisors
Colorado
$14.4M 112,950 +206 +0.2%
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