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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 %
PO
176
Private Ocean
California
$1.04M +$1.04K +14 +0.1%
CG
177
Colony Group
Massachusetts
$1.02M -$267K -3,600 -21%
CA
178
Cetera Advisors
Colorado
$1.02M +$264K +3,560 +35%
BHWM
179
Bar Harbor Wealth Management
New Hampshire
$1M -$9.8K -132 -1%
WTC
180
WhitTier Trust Company
Nevada
$987K – – –
SWM
181
Segment Wealth Management
Texas
$977K – – –
CAL
182
Capital Analysts LLC
Pennsylvania
$962K -$13.1M -175,904 -93%
OBWP
183
O'Brien Wealth Partners
Massachusetts
$946K -$464K -6,252 -33%
IIM
184
Ipswich Investment Management
Massachusetts
$932K – – –
HNB
185
Huntington National Bank
Ohio
$913K -$786K – –
ABC
186
Associated Banc-Corp
Wisconsin
$895K -$5.05K -68 -0.6%
BTIS
187
BB&T Investment Services
North Carolina
$880K +$215K +2,898 +32%
Bessemer Group
188
Bessemer Group
New Jersey
$871K -$32.7K -440 -4%
IP
189
Intellectus Partners
California
$861K – – –
RJT
190
Raymond James Trust
Florida
$849K +$399K +5,384 +89%
FIM
191
Freedom Investment Management
Connecticut
$839K +$25.4K +342 +3%
RC
192
RegentAtlantic Capital
New Jersey
$835K – – –
MBT
193
Montecito Bank & Trust
California
$823K -$1.74M -23,412 -68%
HI
194
Hudock Inc
Pennsylvania
$813K +$476K +6,420 +141%
CAM
195
Covenant Asset Management
New Jersey
$784K +$91.3K +1,230 +13%
Citadel Advisors
196
Citadel Advisors
Florida
$774K +$774K +10,424 New
HS
197
Huntington Steele
Pennsylvania
$772K +$9.65K +130 +1%
SDWMA
198
Schneider Downs Wealth Management Advisors
Pennsylvania
$769K +$148 +2 +0%
CB
199
Commerce Bank
Missouri
$755K -$5.19K -70 -0.7%
VIA
200
Vantage Investment Advisors
Pennsylvania
$752K +$85.3K +1,150 +13%
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