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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

391 hedge funds and large institutions have $3.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+27
Holders Change %
+7.42%
% of All Funds
9.75%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
53
Increased
135
Reduced
113
Closed
23
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$794K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$53.3M
2
HCM
Highfields Capital Management
Massachusetts
+$25.4M
3
Northern Trust
Northern Trust
Illinois
+$16.9M
4
FIG
FundX Investment Group
California
+$16.7M
5
PFA
Pinnacle Family Advisors
Missouri
+$14.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$41.3M
2
CAL
Capital Analysts LLC
Pennsylvania
-$13.1M
3
BCM
Brookstone Capital Management
Illinois
-$10.6M
4
LPL Financial
LPL Financial
California
-$10.5M
5
FMBTD
First Midwest Bank Trust Division
Illinois
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cambridge Advisors
Nebraska
$537K +$50.5K +680 +10%
RG
227
Rikoon Group
New Mexico
$525K +$740 +10 +0.1%
LWM
228
LBA Wealth Management
Florida
$521K -$274K -3,700 -35%
RPG
229
Risk Paradigm Group
Texas
$513K +$38.7K +522 +8%
PIM
230
Parker Investment Management
California
$509K -$12.3K -166 -2%
HCA
231
Harbour Capital Advisors
Virginia
$505K – – –
LWAC
232
Laurel Wealth Advisors (California)
California
$501K – – –
CCT
233
Country Club Trust
Missouri
$497K +$497K +6,690 New
BHBT
234
Burke & Herbert Bank & Trust
Virginia
$494K -$16.8K -226 -3%
SBIA
235
Sheaff Brock Investment Advisors
Indiana
$488K +$24.8K +334 +5%
JIC
236
Johnson Investment Counsel
Ohio
$487K – – –
CCB
237
Cutter & Co Brokerage
Missouri
$476K +$53K +714 +13%
FAM
238
Flaharty Asset Management
Florida
$469K +$469K +6,418 New
MIC
239
Meridian Investment Counsel
California
$460K – – –
CPO
240
Cerity Partners OCIO
New York
$456K – – –
LAM
241
Lebenthal Asset Management
New York
$456K +$29.1K +392 +7%
S
242
SignatureFD
Georgia
$456K +$456K +6,142 New
WP
243
WealthSource Partners
California
$453K -$2.12M -28,636 -82%
KIA
244
KCM Investment Advisors
California
$453K -$24.8K -334 -5%
PWM
245
Perigon Wealth Management
California
$444K -$72.8K -982 -14%
OCM
246
One Capital Management
California
$440K +$1.04K +14 +0.2%
KCM
247
Kanawha Capital Management
Virginia
$439K -$44.5K -600 -9%
RWA
248
RGT Wealth Advisors
Texas
$438K – – –
EAM
249
Evanson Asset Management
California
$425K – – –
HW
250
Hedeker Wealth
Illinois
$405K +$405K +5,464 New
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10
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