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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 %
CFB
26
Cullen/Frost Bankers
Texas
$23.1M +$491K +6,618 +2%
BF
27
BOK Financial
Oklahoma
$22.5M -$484K -6,522 -2%
FMC
28
First Merchants Corp
Indiana
$22.1M +$1.06M +14,336 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$21.3M -$246K -3,310 -1%
RCA
30
Rex Capital Advisors
Rhode Island
$21M +$504K +6,790 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$20.9M -$177K -2,394 -0.8%
DADC
32
D.A. Davidson & Co
Montana
$20.5M +$1.93M +25,994 +10%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$20M -$570K -7,680 -3%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$18.5M +$246K +3,314 +1%
NPC
35
National Planning Corporation
California
$17.8M -$1.93M -26,138 -10%
Ameriprise
36
Ameriprise
Minnesota
$17.3M +$3.56M +47,952 +26%
PFA
37
Pinnacle Family Advisors
Missouri
$16.8M +$14.2M +190,790 +544%
FHB
38
First Hawaiian Bank
Hawaii
$16.7M -$2.1M -28,238 -11%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$16.6M +$1.57M +21,102 +10%
DPIM
40
Duff & Phelps Investment Management
Illinois
$16.4M – – –
GIA
41
GHP Investment Advisors
Colorado
$15.6M -$313K -4,218 -2%
TYCC
42
Texas Yale Capital Corp
Florida
$15.2M -$975K -13,132 -6%
MCM
43
MAI Capital Management
Ohio
$14.9M +$1.27M +17,146 +9%
Truist Financial
44
Truist Financial
North Carolina
$14.4M +$1.42M +19,098 +11%
LMIM
45
Lockheed Martin Investment Management
Maryland
$14.1M +$4.45M +59,934 +46%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$13.8M +$350K +4,712 +3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$13.7M +$3.16M +42,584 +30%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$13M +$304K +4,094 +2%
M&T Bank
49
M&T Bank
New York
$12.9M -$1.99M -26,824 -13%
1IA
50
1834 Investment Advisors
Wisconsin
$12.4M -$174K -2,350 -1%
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