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

382 hedge funds and large institutions have $3.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 129 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
35
Increased
117
Reduced
129
Closed
23
Calls
$1.07M
Puts
$534K
Net Calls
+$535K
Net Calls Change
+$535K

Top Buyers

1
LI
1
LVZ Inc
Michigan
$13.9M
2
TSS
2
Two Sigma Securities
New York
$11.1M
3
EFS
3
Edelman Financial Services
Virginia
$134M
4
RJA
4
Raymond James & Associates
Florida
$41.3M
5
Ameriprise
5
Ameriprise
Minnesota
$18.5M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$0
2
CFB
2
Cullen/Frost Bankers
Texas
$13.3M
3
CC
3
Courier Capital
New York
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$9.87M
5
Northern Trust
5
Northern Trust
Illinois
$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$18.5M +$3.32M +43,556 +22%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$17.2M -$759K -9,942 -4%
DPIM
28
Duff & Phelps Investment Management
Illinois
$16.9M – – –
MCM
29
MAI Capital Management
Ohio
$16.8M -$17K -222 -0.1%
Truist Financial
30
Truist Financial
North Carolina
$16.7M +$649K +8,502 +4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$16.1M +$362K +4,742 +2%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$16M -$1.05M -13,792 -6%
GIA
33
GHP Investment Advisors
Colorado
$15.5M -$201K -2,626 -1%
TYCC
34
Texas Yale Capital Corp
Florida
$15.4M -$230K -3,008 -1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$14.7M -$360K -4,710 -2%
FHB
36
First Hawaiian Bank
Hawaii
$14.6M -$621K -8,138 -4%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$14M +$239K +3,124 +2%
LI
38
LVZ Inc
Michigan
$13.9M +$13.9M +181,890 New
1IA
39
1834 Investment Advisors
Wisconsin
$13.7M +$455K +5,964 +3%
CFB
40
Cullen/Frost Bankers
Texas
$13.3M -$10.3M -134,744 -44%
M&T Bank
41
M&T Bank
New York
$12.5M -$804K -10,528 -6%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$12.3M +$114K +1,496 +0.9%
TSS
43
Two Sigma Securities
New York
$11.1M +$11.1M +145,572 New
SFI
44
SPC Financial Inc
Maryland
$10.9M -$44.3K -580 -0.4%
KPCM
45
Kings Point Capital Management
New York
$10.6M -$236K -3,096 -2%
CAL
46
Capital Advisors Ltd
Ohio
$10.3M +$44.1K +578 +0.4%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$10.3M -$27K -354 -0.3%
CPSAC
48
Chas P. Smith & Associates (CPS)
Florida
$10.2M -$420K -5,494 -4%
HighTower Advisors
49
HighTower Advisors
Illinois
$9.87M -$6.98M -91,744 -41%
CIM
50
Confluence Investment Management
Missouri
$8.63M -$1.75M -22,966 -17%
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