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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.16B
2
TSS
Two Sigma Securities
New York
$0
3
PL
Polianta Ltd
Jersey
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.9M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
126
Crossmark Global Holdings
Texas
$1.75M -$79.4K -992 -4%
AIP
127
Almanack Investment Partners
Pennsylvania
$1.75M – – –
WTC
128
WhitTier Trust Company
Nevada
$1.75M +$214K +2,670 +14%
SWP
129
Stratos Wealth Partners
Ohio
$1.68M +$22.7K +284 +1%
FHA
130
First Horizon Advisors
Tennessee
$1.66M +$8.04K +100 +0.5%
WA
131
Waverly Advisors
Alabama
$1.64M -$16K -200 -1%
HSA
132
HBK Sorce Advisory
Pennsylvania
$1.64M +$5.29K +66 +0.3%
AIP
133
Ahrens Investment Partners
Louisiana
$1.64M -$12.8K -160 -0.8%
WIC
134
Whitegate Investment Counselors
New Hampshire
$1.53M -$24.3K -304 -2%
TFF
135
The Family Firm
Maryland
$1.51M -$46.8K -584 -3%
BSB
136
Bangor Savings Bank
Maine
$1.5M -$9.93K -124 -0.7%
JFGIW
137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.5M +$38.4K +480 +3%
William Blair & Company
138
William Blair & Company
Illinois
$1.48M +$20K +250 +1%
UCFA
139
United Capital Financial Advisors
Texas
$1.44M +$77.6K +964 +6%
BTS
140
BB&T Securities
Virginia
$1.43M +$26.3K +328 +2%
APP
141
Avantax Planning Partners
Iowa
$1.42M -$1.15M -14,384 -45%
FPGK
142
Financial Partners Group (Kansas)
Kansas
$1.37M +$1.37M +17,166 New
LRIA
143
Leonard Rickey Investment Advisors
Washington
$1.37M +$1.37M +17,080 New
SEIA
144
Signature Estate & Investment Advisors
California
$1.36M +$16K +200 +1%
DBIA
145
Dumont & Blake Investment Advisors
New Jersey
$1.35M +$4.8K +60 +0.4%
TIA
146
Tiemann Investment Advisors
California
$1.33M +$9.61K +120 +0.7%
BCM
147
Becker Capital Management
Oregon
$1.33M – – –
PFP
148
Pinnacle Financial Partners
Tennessee
$1.31M +$5.12K +64 +0.4%
SFG
149
SNS Financial Group
Minnesota
$1.3M -$27.9K -348 -2%
ACP
150
Arcus Capital Partners
Georgia
$1.2M -$5.45K -68 -0.5%
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