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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 %
TRCT
126
Tower Research Capital (TRC)
New York
$2.11M +$2.11M +28,430 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$2.05M +$72.6K +978 +4%
UB
128
UMB Bank
Missouri
$2.03M -$11.9K -160 -0.6%
AIP
129
Ahrens Investment Partners
Louisiana
$2.01M -$98.7K -1,330 -5%
SWP
130
Stratos Wealth Partners
Ohio
$1.99M +$588K +7,924 +42%
HCMT
131
Highland Capital Management (Tennessee)
Tennessee
$1.96M +$258K +3,474 +15%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$1.94M +$82.4K +1,110 +4%
GT
133
Glenmede Trust
Pennsylvania
$1.88M +$77.7K +1,048 +4%
CW
134
Cobiz Wealth
Colorado
$1.85M +$15.1K +204 +0.8%
SNT
135
Security National Trust
West Virginia
$1.85M +$144K +1,940 +8%
Lido Advisors
136
Lido Advisors
California
$1.83M +$1.83M +24,768 New
UR
137
USCA RIA
Texas
$1.81M -$214K -2,888 -11%
CAM
138
Capstone Asset Management
Texas
$1.78M -$231K -3,110 -11%
FHA
139
First Horizon Advisors
Tennessee
$1.74M -$91.4K -1,232 -5%
PB
140
Pinnacle Bancorp
Nebraska
$1.69M +$1.69M +22,722 New
CBB
141
Citizens Business Bank
California
$1.67M -$69.6K -938 -4%
SB
142
Suntrust Banks
Georgia
$1.66M +$497K +6,692 +43%
TH
143
Timber Hill
Connecticut
$1.65M +$487K +6,558 +42%
AIP
144
Almanack Investment Partners
Pennsylvania
$1.62M -$9.21K -124 -0.6%
PFP
145
Pinnacle Financial Partners
Tennessee
$1.59M – – –
Citigroup
146
Citigroup
New York
$1.55M -$47.2K -636 -3%
WA
147
Waverly Advisors
Alabama
$1.54M – – –
Betterment LLC
148
Betterment LLC
New York
$1.45M -$969K -13,058 -40%
WIC
149
Whitegate Investment Counselors
New Hampshire
$1.43M +$1.43M +19,256 New
William Blair & Company
150
William Blair & Company
Illinois
$1.4M +$206K +2,746 +17%
4 5
6
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