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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 %
FRA
326
Front Row Advisors
California
$177K +$177K +2,216 New
FAIM
327
Financial Advocates Investment Management
Washington
$170K +$170K +2,120 New
SWM
328
SeaCrest Wealth Management
New York
$170K +$170K +2,124 New
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$166K – – –
CPIG
330
Chicago Partners Investment Group
Illinois
$157K +$320 +4 +0.2%
BTIS
331
BB&T Investment Services
North Carolina
$144K – – –
ST
332
Smithfield Trust
Pennsylvania
$137K – – –
AWA
333
Acorn Wealth Advisors
Michigan
$133K +$133K +1,638 New
GWS
334
Glassman Wealth Services
Virginia
$131K -$52.2K -650 -28%
QCG
335
Quadrant Capital Group
Ohio
$118K +$796 +10 +0.7%
FIB
336
First Interstate Bank
Montana
$117K – – –
OIA
337
OneDigital Investment Advisors
Kansas
$117K +$641 +8 +0.6%
MBT
338
Monroe Bank & Trust
Michigan
$116K +$116K +1,450 New
CDIA
339
Capital Directions Investment Advisors
Georgia
$114K -$43.3K -538 -28%
CHC
340
City Holding Co
West Virginia
$108K – – –
SIAS
341
Shine Investment Advisory Services
Colorado
$106K – – –
GAM
342
Gemmer Asset Management
California
$106K – – –
JGIA
343
Jackson Grant Investment Advisers
Connecticut
$99K +$801 +10 +0.8%
WA
344
Winfield Associates
Ohio
$98K – – –
DBT
345
Dubuque Bank & Trust
Iowa
$95K +$64.6K +806 +212%
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$93K – – –
FNB
347
Farmers National Bank
Kentucky
$90K +$90K +1,118 New
EWM
348
Evercore Wealth Management
New York
$87K – – –
SWP
349
Strategic Wealth Partners
Ohio
$85K +$85K +1,096 New
KF
350
Krilogy Financial
Missouri
$82K +$320 +4 +0.4%
12 13
14
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