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

421 hedge funds and large institutions have $3.62B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+39
Holders Change %
+10.21%
% of All Funds
9.56%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.68%
New
66
Increased
126
Reduced
127
Closed
24
Calls
$865K
Puts
$1.23M
Net Calls
-$368K
Net Calls Change
-$903K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$380M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$22.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$25.5M
4
CC
4
Courier Capital
New York
$9.16M
5
EFS
5
Edelman Financial Services
Virginia
$146M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
TSS
2
Two Sigma Securities
New York
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.9M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
51
Chas P. Smith & Associates (CPS)
Florida
$10.4M -$266K -3,320 -2%
UWPG
52
Ullmann Wealth Partners Group
Florida
$10M +$814K +10,172 +9%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$9.84M +$2.5M +31,204 +34%
KWMG
54
King Wealth Management Group
Florida
$9.27M +$379K +4,728 +4%
CC
55
Courier Capital
New York
$9.16M +$9.16M +114,428 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$9M +$255K +3,190 +3%
CIM
57
Confluence Investment Management
Missouri
$8.62M -$430K -5,368 -5%
AMG
58
Asset Management Group
Connecticut
$8.44M -$10.2K -128 -0.1%
EPP
59
ETF Portfolio Partners
Kansas
$7.85M -$16.7K -208 -0.2%
FC
60
Ferris Capital
Massachusetts
$7.4M – – –
RFC
61
Regions Financial Corp
Alabama
$7.22M +$270K +3,378 +4%
ADL
62
Asset Dedication LLC
California
$7.12M +$59K +738 +0.8%
LMIM
63
Lockheed Martin Investment Management
Maryland
$7.1M -$45.5K -568 -0.6%
KFA
64
Kays Financial Advisory
Georgia
$6.81M -$110K -1,370 -2%
GLA
65
Great Lakes Advisors
Illinois
$6.05M -$48.8K -610 -0.8%
CWM
66
Cranbrook Wealth Management
Michigan
$6.04M -$157K -1,960 -3%
MGIA
67
Moneta Group Investment Advisors
Missouri
$5.74M +$2.56K +32 +0%
MA
68
MUFG Americas
New York
$5.61M -$5.12K -64 -0.1%
RWA
69
River Wealth Advisors
Pennsylvania
$5.57M -$383K -4,778 -6%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$5.56M -$72K -900 -1%
GT
71
Greenleaf Trust
Michigan
$5.43M -$20.2K -252 -0.4%
MML Investors Services
72
MML Investors Services
Massachusetts
$5.24M +$118K +1,474 +2%
FAAS
73
First Allied Advisory Services
California
$5.19M -$648K -8,096 -11%
BEC
74
Blue Edge Capital
Virginia
$5.07M -$784K -9,790 -13%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$5.05M +$190K +2,372 +4%
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3
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