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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.

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
1
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
3
FDx Advisors
Illinois
$23.5M
4
LPL Financial
4
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
4
Bessemer Group
New Jersey
$884K
5
GAMA
5
Graticule Asia Macro Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.16B 7,957,489 -283,711 -3%
Morgan Stanley
2
Morgan Stanley
New York
$292M 2,013,839 +65,238 +3%
Bank of America
3
Bank of America
North Carolina
$144M 994,913 +102,382 +11%
EFS
4
Edelman Financial Services
Virginia
$111M 763,652 -34,949 -4%
UBS Group
5
UBS Group
Switzerland
$96.5M 664,477 +81,711 +14%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$89.2M 614,087 +6,927 +1%
LPL Financial
7
LPL Financial
California
$66.8M 456,827 +147,592 +48%
Axa
8
Axa
France
$58.2M 400,521 -30,200 -7%
RJA
9
Raymond James & Associates
Florida
$57.8M 398,052 +55,577 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$56.3M 387,436 +254,855 +192%
SAS
11
Sage Advisory Services
Texas
$52M 357,963 +357,963 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$42.9M 295,114 +5,167 +2%
Northern Trust
13
Northern Trust
Illinois
$42.5M 292,580 +28,096 +11%
EK
14
Evensky & Katz
Florida
$42.1M 289,869 +1,680 +0.6%
Stifel Financial
15
Stifel Financial
Missouri
$40.1M 276,506 +38,372 +16%
KeyBank National Association
16
KeyBank National Association
Ohio
$37.5M 258,251 +5,357 +2%
PP
17
Palladium Partners
Virginia
$29.6M 203,983 -8,741 -4%
FIG
18
FundX Investment Group
California
$28.5M 196,309 +1,340 +0.7%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$25.1M 172,784 -9,421 -5%
FA
20
FDx Advisors
Illinois
$23.5M 162,061 +153,488 +1,790%
BF
21
BOK Financial
Oklahoma
$22.5M 154,944 -3,750 -2%
CFB
22
Cullen/Frost Bankers
Texas
$22.2M 152,565 +6,772 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.7M 149,516 +9,179 +7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$21.1M 145,038 +145,038 New
HighTower Advisors
25
HighTower Advisors
Illinois
$20.6M 142,188 +14,997 +12%
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