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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.

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

Top Sellers

1
LPL Financial
1
LPL Financial
California
$40.6M
2
Wells Fargo
2
Wells Fargo
California
$1.1B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
CIM
4
Confluence Investment Management
Missouri
$7.34M
5
Bessemer Group
5
Bessemer Group
New Jersey
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.1B 8,241,200 -140,217 -2%
Morgan Stanley
2
Morgan Stanley
New York
$259M 1,948,601 +45,820 +2%
Bank of America
3
Bank of America
North Carolina
$119M 892,531 +17,928 +2%
EFS
4
Edelman Financial Services
Virginia
$106M 798,601 +20,267 +3%
Members Trust
5
Members Trust
Florida
$81M 608,688 +8,087 +1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$80.8M 607,160 +20,366 +3%
UBS Group
7
UBS Group
Switzerland
$77.5M 582,766 +16,258 +3%
Axa
8
Axa
France
$57.3M 430,721 -13,000 -3%
RJA
9
Raymond James & Associates
Florida
$45.6M 342,475 +245,554 +253%
LPL Financial
10
LPL Financial
California
$40.6M 309,235 -266,284 -46%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$38.6M 289,947 +2,456 +0.9%
EK
12
Evensky & Katz
Florida
$38.3M 288,189 +12,804 +5%
QA
13
Quantitative Advantage
Minnesota
$37.3M 280,629 +62,507 +29%
Northern Trust
14
Northern Trust
Illinois
$35.2M 264,484 +17,190 +7%
KeyBank National Association
15
KeyBank National Association
Ohio
$33.6M 252,894 +14,457 +6%
Stifel Financial
16
Stifel Financial
Missouri
$31.7M 238,134 +46,983 +25%
PP
17
Palladium Partners
Virginia
$28.3M 212,724 +4,437 +2%
FIG
18
FundX Investment Group
California
$25.9M 194,969 +96,646 +98%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$24.2M 182,205 -27,664 -13%
CPSAC
20
Chas P. Smith & Associates (CPS)
Florida
$22.8M 174,668 +95,267 +120%
BF
21
BOK Financial
Oklahoma
$21.1M 158,694 -2,050 -1%
CFB
22
Cullen/Frost Bankers
Texas
$19.4M 145,793 -2,912 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$18.7M 140,337 +16,672 +13%
FHB
24
First Hawaiian Bank
Hawaii
$18.6M 140,180 -19,257 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.6M 132,581 +27,257 +26%
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