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

421 hedge funds and large institutions have $3.62B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+39
Holders Change %
+10.21%
% of All Funds
9.56%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.68%
New
66
Increased
126
Reduced
127
Closed
24
Calls
$865K
Puts
$1.23M
Net Calls
-$368K
Net Calls Change
-$903K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$380M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.5M
4
CC
Courier Capital
New York
$9.16M
5
EFS
Edelman Financial Services
Virginia
$146M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.16B
2
TSS
Two Sigma Securities
New York
$0
3
PL
Polianta Ltd
Jersey
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.9M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
301
Wealth Architects
California
$226K +$481 +6 +0.2%
FNT
302
First National Trust
Pennsylvania
$225K +$225K +2,812 New
HH
303
Hilltop Holdings
Texas
$224K – – –
WCM
304
Wealthcare Capital Management
Virginia
$224K – – –
AMG
305
Advisors Management Group
Wisconsin
$223K – – –
SG
306
StoneX Group
New York
$220K +$220K +2,742 New
CWM
307
Cahaba Wealth Management
Georgia
$219K +$160 +2 +0.1%
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$218K – – –
SDWMA
309
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K -$38K -474 -15%
ANTB
310
AMG National Trust Bank
Colorado
$216K – – –
AB
311
Atlas Brown
Kentucky
$212K +$212K +2,570 New
HSBC Holdings
312
HSBC Holdings
United Kingdom
$211K -$81.5K -1,016 -28%
WS
313
Wedbush Securities
California
$211K – – –
MCM
314
Millie Capital Management
California
$210K – – –
BF
315
Blankinship & Foster
California
$208K +$208K +2,600 New
AF
316
Alerus Financial
North Dakota
$207K +$207K +2,584 New
CL
317
CPWM LLC
Washington
$206K +$206K +2,572 New
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$205K +$9.91K +124 +5%
CAM
319
Concorde Asset Management
Michigan
$203K -$199K -2,498 -50%
NCM
320
Narwhal Capital Management
Georgia
$200K +$200K +2,500 New
SEI Investments
321
SEI Investments
Pennsylvania
$194K +$44.4K +556 +30%
VNA
322
Valley National Advisers
Pennsylvania
$191K – – –
CAC
323
Certified Advisory Corp
Florida
$191K +$191K +2,388 New
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$190K – – –
Manulife (Manufacturers Life Insurance)
325
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$181K +$25.9K +324 +17%
11 12
13
14 15