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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 %
AFC
151
AFT Forsyth & Company
Florida
$1.16M +$1.16M +14,470 New
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$1.16M +$29.9K +374 +3%
Citigroup
153
Citigroup
New York
$1.15M -$574K -7,168 -33%
CBN
154
Cadence Bank NA
Texas
$1.14M -$46K -574 -4%
MAM
155
Marquette Asset Management
Minnesota
$1.14M – – –
FWM
156
Frontier Wealth Management
Missouri
$1.14M -$71.8K -896 -6%
ASN
157
Advisory Services Network
Georgia
$1.12M -$13.1K -164 -1%
PO
158
Private Ocean
California
$1.12M +$3.2K +40 +0.3%
CA
159
Cetera Advisors
Colorado
$1.11M +$11.5K +144 +1%
Citadel Advisors
160
Citadel Advisors
Florida
$1.1M +$446K +5,576 +69%
WT
161
Whittier Trust
California
$1.09M +$321K +4,006 +42%
SWM
162
Strategic Wealth Management
Washington
$1.07M – – –
CA
163
Cornerstone Advisory
Maryland
$1.07M – – –
SWM
164
Segment Wealth Management
Texas
$1.05M – – –
CBB
165
Citizens Business Bank
California
$1.04M -$203K -2,536 -16%
ABC
166
Associated Banc-Corp
Wisconsin
$1.04M -$36.4K -454 -3%
AA
167
Advisory Alpha
Michigan
$1.04M +$69.2K +852 +7%
VDFA
168
Vickerman & Driscoll Financial Advisors
Washington
$1.04M +$1.04M +12,934 New
CAL
169
Capital Analysts LLC
Pennsylvania
$1.02M +$2.88K +36 +0.3%
SF
170
Synovus Financial
Georgia
$991K +$39.3K +492 +4%
RC
171
RegentAtlantic Capital
New Jersey
$984K – – –
IB
172
Intrust Bank
Kansas
$952K -$252K -3,150 -21%
SI
173
SII Investments
Wisconsin
$948K -$7.85K -98 -0.8%
Bessemer Group
174
Bessemer Group
New Jersey
$940K – – –
NL
175
NWAM LLC
Washington
$936K – – –
5 6
7
8 9