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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 %
FA
101
FMA Advisory
Pennsylvania
$3.52M +$3.52M +47,364 New
PAG
102
Private Advisor Group
New Jersey
$3.4M +$50.2K +686 +1%
NSB
103
Norway Savings Bank
Maine
$3.31M -$231K -3,110 -7%
CB
104
Chemical Bank
Michigan
$3.23M -$14.5K -196 -0.4%
SCG
105
Sonata Capital Group
Washington
$3.19M – – –
SI
106
SII Investments
Wisconsin
$3.08M +$711K +9,580 +30%
AI
107
Atria Investments
North Carolina
$3.07M -$503K -6,782 -14%
US Bancorp
108
US Bancorp
Minnesota
$3M +$347K +4,678 +13%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$2.95M +$125K +1,678 +4%
First Trust Advisors
110
First Trust Advisors
Illinois
$2.83M -$400K -5,386 -12%
APP
111
Avantax Planning Partners
Iowa
$2.8M -$78.2K -1,054 -3%
KM
112
Kalos Management
Georgia
$2.74M +$1.43M +19,322 +110%
SPIA
113
Steward Partners Investment Advisory
New York
$2.73M +$2.73M +36,732 New
GIM
114
Goelzer Investment Management
Indiana
$2.67M -$282K -3,796 -10%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$2.64M -$1.7M -22,862 -39%
FPIS
116
Financial Planning & Information Services
Wisconsin
$2.58M -$23.9K -322 -0.9%
AIP
117
Ameritas Investment Partners
Nebraska
$2.57M -$1.71M -23,110 -40%
NFG
118
Noven Financial Group
Colorado
$2.44M -$320K -4,316 -12%
CWM
119
Confluence Wealth Management
Oregon
$2.39M +$378K +5,098 +19%
GG
120
Gofen & Glossberg
Illinois
$2.35M -$14.8K -200 -0.6%
PFA
121
Pure Financial Advisors
California
$2.3M +$342K +4,602 +17%
FMBTD
122
First Midwest Bank Trust Division
Illinois
$2.19M -$7.88M -106,190 -78%
NCM
123
Neumann Capital Management
California
$2.18M -$19.3K -260 -0.9%
AWM
124
Avior Wealth Management
Nebraska
$2.15M -$58.2K -784 -3%
BSB
125
Bangor Savings Bank
Maine
$2.15M -$51.1K -688 -2%
3 4
5
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