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

374 hedge funds and large institutions have $3.32B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-17
Holders Change %
-4.35%
% of All Funds
9.34%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.6%
New
31
Increased
94
Reduced
152
Closed
42
Calls
$446K
Puts
$446K
Net Calls
–
Net Calls Change
-$1.26M

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$6.37M
2
PL
Polianta Ltd
Jersey
+$5.96M
3
SG Americas Securities
SG Americas Securities
New York
+$5.9M
4
EFS
Edelman Financial Services
Virginia
+$4.63M
5
AA
Alesco Advisors
New York
+$4M

Top Sellers

1
SAS
Sage Advisory Services
Texas
-$56.3M
2
AssetMark Inc
AssetMark Inc
California
-$53.9M
3
FIG
FundX Investment Group
California
-$45.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.9M
5
LPL Financial
LPL Financial
California
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
351
North Star Investment Management
Illinois
$15K – – –
CBT
352
Central Bank & Trust
Kentucky
$15K – – –
WC
353
Whitnell & Co
Illinois
$14K – – –
OSNBOA
354
Old Second National Bank of Aurora
Illinois
$13K – – –
MFW
355
Mosaic Family Wealth
Missouri
$11K -$22.4K -306 -67%
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +148 New
TF
357
Tompkins Financial
New York
$10K -$10.3K -144 -51%
PCTC
358
Perkins Coie Trust Company
Washington
$9K – – –
PMFA
359
Plante Moran Financial Advisors
Michigan
$8K – – –
IIC
360
Integrated Investment Consultants
Michigan
$8K – – –
SFG
361
SevenBridge Financial Group
Pennsylvania
$8K – – –
WEC
362
Winslow Evans & Crocker
Massachusetts
$6.24K – – –
FPFS
363
First Personal Financial Services
North Carolina
$6K – – –
SEI Investments
364
SEI Investments
Pennsylvania
$6K +$6K +86 New
HI
365
Hudock Inc
Pennsylvania
$4K -$779K -10,902 -99%
MA
366
MCF Advisors
Kentucky
$4K – – –
SHJ
367
Sharkey, Howes & Javer
Colorado
$4K – – –
AF
368
Allworth Financial
California
$4K +$4K +60 New
HT
369
Heritage Trust
Oklahoma
$3K +$3K +40 New
FM
370
Forward Management
California
$1K +$1K +8 New
FAM
371
Flaharty Asset Management
Florida
$490 -$524K -6,412 -100%
IWM
372
IHT Wealth Management
Illinois
$6 +$6 +1,120 New
SAS
373
Sage Advisory Services
Texas
– -$56.3M -758,636 Closed
FIG
374
FundX Investment Group
California
– -$45.8M -617,520 Closed
PFA
375
Pinnacle Family Advisors
Missouri
– -$16.8M -225,864 Closed
13 14
15
16 17