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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 %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$2.78M +$9.77K +122 +0.4%
CAN
102
Cetera Advisor Networks
California
$2.75M -$1.2M -15,038 -30%
First Trust Advisors
103
First Trust Advisors
Illinois
$2.72M +$45.3K +566 +2%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$2.72M +$133K +1,656 +5%
FPIS
105
Financial Planning & Information Services
Wisconsin
$2.69M -$29K -362 -1%
SNT
106
Security National Trust
West Virginia
$2.55M +$181K +2,260 +8%
GG
107
Gofen & Glossberg
Illinois
$2.51M -$8.01K -100 -0.3%
NCM
108
Neumann Capital Management
California
$2.29M – – –
Mariner
109
Mariner
Kansas
$2.15M +$1.43M +17,882 +199%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$2.14M +$8.81K +110 +0.4%
SXL
111
Summit X LLC
Missouri
$2.05M -$66.4K -830 -3%
CWM
112
Confluence Wealth Management
Oregon
$2.03M -$101K -1,258 -5%
AIP
113
Ameritas Investment Partners
Nebraska
$2.03M -$13.6K -230 -0.7%
Lido Advisors
114
Lido Advisors
California
$2.03M +$266K +3,322 +15%
UR
115
USCA RIA
Texas
$2.01M +$189K +2,362 +10%
GT
116
Glenmede Trust
Pennsylvania
$1.97M – – –
FCBT
117
First Citizens Bank & Trust
North Carolina
$1.92M -$532K -6,650 -22%
UB
118
UMB Bank
Missouri
$1.89M +$41.9K +524 +2%
SCM
119
Stordahl Capital Management
Colorado
$1.87M +$1.87M +23,316 New
TH
120
Timber Hill
Connecticut
$1.85M -$2.19M -27,318 -54%
Creative Planning
121
Creative Planning
Kansas
$1.84M -$72.1K -900 -4%
CW
122
Cobiz Wealth
Colorado
$1.84M -$28K -350 -2%
HCM
123
Hudson Capital Management
New Jersey
$1.83M +$1.83M +22,862 New
SB
124
Suntrust Banks
Georgia
$1.79M -$957K -11,948 -35%
PAG
125
Private Advisor Group
New Jersey
$1.76M -$1.85M -22,714 -51%
3 4
5
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