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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.07B 8,381,417 +151,231 +2%
Morgan Stanley
2
Morgan Stanley
New York
$244M 1,902,781 -88,469 -4%
Bank of America
3
Bank of America
North Carolina
$112M 874,603 -5,879 -0.7%
EFS
4
Edelman Financial Services
Virginia
$99.7M 778,334 +23,390 +3%
Members Trust
5
Members Trust
Florida
$76.9M 600,601 +600,601 New
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$75.1M 586,794 +41,444 +8%
LPL Financial
7
LPL Financial
California
$73.1M 575,519 +152,546 +36%
UBS Group
8
UBS Group
Switzerland
$72.5M 566,508 -8,422 -1%
Axa
9
Axa
France
$56.8M 443,721 – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$36.8M 287,491 +82,347 +40%
EK
11
Evensky & Katz
Florida
$35.3M 275,385 +6,431 +2%
Northern Trust
12
Northern Trust
Illinois
$31.7M 247,294 +17,256 +8%
KeyBank National Association
13
KeyBank National Association
Ohio
$30.5M 238,437 +55,609 +30%
QA
14
Quantitative Advantage
Minnesota
$27.9M 218,122 +218,122 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$26.9M 209,869 +10,904 +5%
PP
16
Palladium Partners
Virginia
$26.7M 208,287 +4,404 +2%
Stifel Financial
17
Stifel Financial
Missouri
$24.5M 191,151 +13,511 +8%
CIM
18
Confluence Investment Management
Missouri
$21.6M 168,626 -6,888 -4%
Bessemer Group
19
Bessemer Group
New Jersey
$21.3M 166,589 +160,720 +2,738%
BF
20
BOK Financial
Oklahoma
$20.6M 160,744 -3,828 -2%
FHB
21
First Hawaiian Bank
Hawaii
$20.4M 159,437 -8,950 -5%
CFB
22
Cullen/Frost Bankers
Texas
$19M 148,705 +140,234 +1,655%
RCA
23
Rex Capital Advisors
Rhode Island
$17.8M 139,355 +1 +0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$17M 132,458 +30,370 +30%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$16.7M 130,387 -7,652 -6%
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