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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 %
Wells Fargo
1
Wells Fargo
California
$1.02B +$69.6M +1,121,798 +7%
Morgan Stanley
2
Morgan Stanley
New York
$247M +$4.49M +72,354 +2%
Bank of America
3
Bank of America
North Carolina
$109M +$10.5M +168,874 +11%
EFS
4
Edelman Financial Services
Virginia
$93.6M +$7.78M +125,446 +9%
UBS Group
5
UBS Group
Switzerland
$71.3M -$254K -4,100 -0.4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$67.6M -$5.18M -83,446 -7%
Axa
7
Axa
France
$55M +$3.2M +51,600 +6%
LPL Financial
8
LPL Financial
California
$51.5M +$13.3M +219,264 +35%
EK
9
Evensky & Katz
Florida
$33.4M +$2.13M +34,362 +7%
Northern Trust
10
Northern Trust
Illinois
$28.5M +$1.01M +16,354 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$25.4M -$890K -14,352 -3%
PP
12
Palladium Partners
Virginia
$25.3M +$1.39M +22,478 +6%
PFG
13
Piershale Financial Group
Illinois
$25.2M +$25.2M +406,106 +116,030%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$24.7M -$4.86M -78,338 -16%
KeyBank National Association
15
KeyBank National Association
Ohio
$22.7M -$775K -12,500 -3%
Stifel Financial
16
Stifel Financial
Missouri
$22M +$808K +13,026 +4%
CIM
17
Confluence Investment Management
Missouri
$21.8M +$2.08M +33,458 +11%
FHB
18
First Hawaiian Bank
Hawaii
$20.9M -$1.19M -19,200 -5%
BF
19
BOK Financial
Oklahoma
$20.4M -$409K -6,592 -2%
RCA
20
Rex Capital Advisors
Rhode Island
$17.3M +$2.27M +36,602 +15%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$17.1M +$1.18M +18,988 +7%
FMC
22
First Merchants Corp
Indiana
$15.8M -$784K -12,638 -5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$359K +5,794 +2%
GIA
24
GHP Investment Advisors
Colorado
$13.9M +$49K +790 +0.4%
LI
25
LVZ Inc
Michigan
$13.8M +$13.8M +221,816 New
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