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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 %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$11.7M – – –
Goldman Sachs
52
Goldman Sachs
New York
$11.1M +$45.1K +608 +0.4%
MIAN
53
Mariner Independent Advisor Network
Kansas
$11M +$5.01M +67,518 +83%
SFI
54
SPC Financial Inc
Maryland
$10.6M +$1.39M +18,666 +15%
CPSAC
55
Chas P. Smith & Associates (CPS)
Florida
$10.6M -$415K -5,586 -4%
AG
56
Advisor Group
Arizona
$10.4M +$6.5M +87,628 +167%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$10.2M +$603K +8,120 +6%
KPCM
58
Kings Point Capital Management
New York
$10.1M +$582K +7,846 +6%
CAL
59
Capital Advisors Ltd
Ohio
$9.94M +$178K +2,402 +2%
CM
60
Churchill Management
California
$9.9M +$9.9M +133,382 New
CIM
61
Confluence Investment Management
Missouri
$9.1M +$1.41M +18,978 +18%
CC
62
Courier Capital
New York
$8.85M -$92.2K -1,242 -1%
AMG
63
Asset Management Group
Connecticut
$8.23M -$230K -3,098 -3%
UWPG
64
Ullmann Wealth Partners Group
Florida
$8.21M -$123K -1,656 -1%
KWMG
65
King Wealth Management Group
Florida
$8.07M +$253K +3,402 +3%
IFA
66
Interactive Financial Advisors
Illinois
$7.79M +$7.79M +105,004 New
FHC
67
First Heartland Consultants
Missouri
$7.61M +$5.74M +77,294 +306%
EPP
68
ETF Portfolio Partners
Kansas
$7.47M +$142K +1,914 +2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$7.15M +$135K +1,820 +2%
KFA
70
Kays Financial Advisory
Georgia
$6.78M -$247K -3,330 -4%
BEC
71
Blue Edge Capital
Virginia
$6.75M +$344K +4,634 +5%
IA
72
IFP Advisors
Florida
$6.28M +$1.71M +23,068 +37%
GT
73
Greenleaf Trust
Michigan
$6.1M -$156K -2,106 -2%
CWM
74
Cranbrook Wealth Management
Michigan
$6.1M -$338K -4,554 -5%
FAAS
75
First Allied Advisory Services
California
$5.98M -$6.95M -93,850 -54%
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