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

420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.64%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
36
Increased
136
Reduced
141
Closed
34
Calls
$355K
Puts
$232K
Net Calls
+$123K
Net Calls Change
+$491K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.8M
2
Members Trust
Members Trust
Florida
+$9M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.82M
5
FAM
Flaharty Asset Management
Florida
+$6.49M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
CFB
Cullen/Frost Bankers
Texas
-$10.1M
3
Axa
Axa
France
-$6.55M
4
Stifel Financial
Stifel Financial
Missouri
-$5.94M
5
Northern Trust
Northern Trust
Illinois
-$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
426
SII Investments
Wisconsin
– -$948K -11,842 Closed
FIM
427
Freedom Investment Management
Connecticut
– -$833K -10,408 Closed
BPCA
428
Bank Pictet & Cie (Asia)
Singapore
– -$672K -8,400 Closed
HW
429
Hancock Whitney
Mississippi
– -$577K -7,202 Closed
PIM
430
Parker Investment Management
California
– -$525K -6,560 Closed
BL
431
Balentine LLC
Georgia
– -$409K -5,112 Closed
WI
432
WBI Investments
New Jersey
– -$333K -4,164 Closed
WP
433
WealthSource Partners
California
– -$324K -4,048 Closed
VF
434
Virtu Financial
New York
– -$309K -3,854 Closed
CAS
435
Cue Advisory Services
Arizona
– -$288K -3,600 Closed
CGL
436
Clarius Group LLC
Washington
– -$265K -3,312 Closed
ATFA
437
All Terrain Financial Advisors
Minnesota
– -$239K -2,986 Closed
B
438
Bailard
California
– -$228K -2,854 Closed
SFS
439
Sowell Financial Services
Arkansas
– -$231K -2,840 Closed
HSBC Holdings
440
HSBC Holdings
United Kingdom
– -$211K -2,632 Closed
AF
441
Alerus Financial
North Dakota
– -$207K -2,584 Closed
CL
442
CPWM LLC
Washington
– -$206K -2,572 Closed
CAM
443
Concorde Asset Management
Michigan
– -$203K -2,542 Closed
NCM
444
Narwhal Capital Management
Georgia
– -$200K -2,500 Closed
FAIM
445
Financial Advocates Investment Management
Washington
– -$170K -2,120 Closed
WA
446
Winfield Associates
Ohio
– -$98K -1,220 Closed
EWM
447
Evercore Wealth Management
New York
– -$87K -1,096 Closed
AF
448
Allworth Financial
California
– -$15K -192 Closed
FGC
449
Financial Gravity Companies
Texas
– -$14K -178 Closed
NPC
450
National Planning Corporation
California
– -$5.12K -64 Closed
15 16 17
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