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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

382 hedge funds and large institutions have $3.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 129 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+8
Holders Change %
+2.14%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
35
Increased
117
Reduced
129
Closed
23
Calls
$1.07M
Puts
$534K
Net Calls
+$535K
Net Calls Change
+$535K

Top Buyers

1
LI
LVZ Inc
Michigan
$13.9M
2
TSS
Two Sigma Securities
New York
$11.1M
3
EFS
Edelman Financial Services
Virginia
$134M
4
RJA
Raymond James & Associates
Florida
$41.3M
5
Ameriprise
Ameriprise
Minnesota
$18.5M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$0
2
CFB
Cullen/Frost Bankers
Texas
$13.3M
3
CC
Courier Capital
New York
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$9.87M
5
Northern Trust
Northern Trust
Illinois
$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
176
Betterment LLC
New York
$834K -$70.1K -918 -8%
CAM
177
Covenant Asset Management
New Jersey
$810K +$3.82K +50 +0.5%
KWM
178
Kingsview Wealth Management
Oregon
$805K +$39.3K +514 +5%
HS
179
Huntington Steele
Pennsylvania
$796K +$611 +8 +0.1%
RJT
180
Raymond James Trust
Florida
$793K +$75.7K +992 +11%
VIA
181
Vantage Investment Advisors
Pennsylvania
$788K +$3.21K +42 +0.4%
PWAP
182
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$773K +$4.89K +64 +0.6%
PAM
183
Peak Asset Management
Colorado
$741K – – –
HNB
184
Huntington National Bank
Ohio
$737K -$734K – –
WT
185
Whittier Trust
California
$734K – – –
FI
186
FormulaFolio Investments
Michigan
$708K -$68.3K -894 -9%
BFA
187
Bragg Financial Advisors
North Carolina
$706K – – –
TW
188
Transform Wealth
Colorado
$705K +$705K +9,234 New
Mariner
189
Mariner
Kansas
$685K +$153 +2 +0%
BTNA
190
Bremer Trust National Association
Minnesota
$683K +$4.28K +56 +0.6%
MG
191
Mather Group
Illinois
$680K +$31.5K +412 +5%
MGIA
192
Matthew Goff Investment Advisor
Texas
$672K +$672K +8,804 New
CCM
193
Coldstream Capital Management
Washington
$666K – – –
TNB
194
Thomasville National Bank
Georgia
$653K – – –
AFP
195
Ausdal Financial Partners
Iowa
$647K -$52.1K -682 -7%
BPCA
196
Bank Pictet & Cie (Asia)
Singapore
$641K – – –
AC
197
Alexandria Capital
Virginia
$626K -$6.87K -90 -1%
Citadel Advisors
198
Citadel Advisors
Florida
$621K +$621K +8,126 New
AWM
199
Affinity Wealth Management
Delaware
$615K – – –
PBO
200
Peoples Bank (Ohio)
Ohio
$599K -$38.9K -510 -6%
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