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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 %
IP
176
Intellectus Partners
California
$929K – – –
BHWM
177
Bar Harbor Wealth Management
New Hampshire
$928K -$97.4K -1,216 -9%
BWA
178
BDO Wealth Advisors
Florida
$897K +$334K +4,176 +59%
FI
179
FormulaFolio Investments
Michigan
$891K +$149K +1,868 +20%
WWM
180
Windsor Wealth Management
Indiana
$868K +$868K +10,842 New
CB
181
Commerce Bank
Missouri
$867K -$169K -2,110 -16%
PWAP
182
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$860K +$49K +612 +6%
HA
183
Harborview Advisors
Maine
$840K +$840K +10,498 New
HS
184
Huntington Steele
Pennsylvania
$837K +$2.56K +32 +0.3%
FIM
185
Freedom Investment Management
Connecticut
$833K -$91.2K -1,140 -10%
RJT
186
Raymond James Trust
Florida
$831K – – –
VIA
187
Vantage Investment Advisors
Pennsylvania
$815K -$11.1K -138 -1%
CAM
188
Covenant Asset Management
New Jersey
$798K -$51.6K -644 -6%
HNB
189
Huntington National Bank
Ohio
$796K -$737K – –
LNC
190
Lincoln National Corp
Pennsylvania
$764K +$764K +9,542 New
TW
191
Transform Wealth
Colorado
$733K -$6.57K -82 -0.9%
CCM
192
Coldstream Capital Management
Washington
$718K +$19.5K +244 +3%
BTNA
193
Bremer Trust National Association
Minnesota
$715K -$1.12K -14 -0.2%
MA
194
Mutual Advisors
Nebraska
$708K +$708K +8,846 New
MGIA
195
Matthew Goff Investment Advisor
Texas
$705K – – –
TRCT
196
Tower Research Capital (TRC)
New York
$700K -$388K -4,854 -36%
SCM
197
SOL Capital Management
Maryland
$697K +$283K +3,540 +68%
MG
198
Mather Group
Illinois
$693K -$19.4K -242 -3%
BPCA
199
Bank Pictet & Cie (Asia)
Singapore
$672K – – –
BFA
200
Bragg Financial Advisors
North Carolina
$662K -$77.8K -972 -11%
6 7
8
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