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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 %
GI
376
Gradient Investments
Minnesota
$14K +$14K +190 New
OSNBOA
377
Old Second National Bank of Aurora
Illinois
$13K – – –
ACS
378
Archford Capital Strategies
Illinois
$12K – – –
AP
379
Advisors Preferred
Maryland
$11.4K +$419 +5,640 +4%
PCTC
380
Perkins Coie Trust Company
Washington
$9K – – –
TSW
381
Thompson Siegel & Walmsley
Virginia
$8K -$228K -3,022 -97%
SFG
382
SevenBridge Financial Group
Pennsylvania
$8K -$1.75K -24 -18%
PMFA
383
Plante Moran Financial Advisors
Michigan
$8K – – –
IIC
384
Integrated Investment Consultants
Michigan
$8K – – –
OFW
385
Omnia Family Wealth
Florida
$8K +$8K +110 New
WEC
386
Winslow Evans & Crocker
Massachusetts
$6.24K – – –
FPFS
387
First Personal Financial Services
North Carolina
$6K -$7.2K -96 -55%
MA
388
MCF Advisors
Kentucky
$4K – – –
SHJ
389
Sharkey, Howes & Javer
Colorado
$4K – – –
BCM
390
Brookstone Capital Management
Illinois
– -$10.6M -146,620 Closed
MWM
391
Merriman Wealth Management
Washington
– -$2.57M -35,400 Closed
BCM
392
Barometer Capital Management
Ontario, Canada
– -$1.84M -25,400 Closed
ZIG
393
Zurich Insurance Group
Switzerland
– -$1.73M -23,794 Closed
PSW
394
Portfolio Strategies (Washington)
Washington
– -$1.23M -16,950 Closed
SG Americas Securities
395
SG Americas Securities
New York
– -$1.09M -15,040 Closed
BPC
396
Banque Pictet & Cie
Switzerland
– -$1.03M -14,200 Closed
UFF
397
USA Financial Formulas
Michigan
– -$862K -11,878 Closed
OC
398
Oppenheimer & Co
New York
– -$769K -10,588 Closed
CS
399
Credit Suisse
Switzerland
– -$644K -8,866 Closed
SFS
400
Sowell Financial Services
Arkansas
– -$383K -5,070 Closed
13 14 15
16
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