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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 %
PAM
201
Peak Asset Management
Colorado
$720K – – –
WT
202
Whittier Trust
California
$713K +$42.7K +576 +6%
BRWA
203
B. Riley Wealth Advisors
Florida
$711K -$14.9K -200 -2%
AFP
204
Ausdal Financial Partners
Iowa
$705K +$33.1K +446 +5%
HIM
205
Hanlon Investment Management
New Jersey
$702K +$50.6K +682 +8%
PWAP
206
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$695K +$74.6K +1,004 +12%
BFA
207
Bragg Financial Advisors
North Carolina
$686K -$6.68K -90 -1%
TSS
208
Two Sigma Securities
New York
$659K +$659K +8,872 New
OAM
209
Oppenheimer Asset Management
New York
$659K +$659K +8,874 New
PBO
210
Peoples Bank (Ohio)
Ohio
$652K +$18K +242 +3%
KWM
211
Kingsview Wealth Management
Oregon
$652K +$652K +8,786 New
TW
212
Transform Wealth
Colorado
$651K +$38.2K +514 +6%
CCM
213
Coldstream Capital Management
Washington
$647K – – –
GRP
214
Global Retirement Partners
California
$646K +$602K +8,120 +1,376%
Mariner
215
Mariner
Kansas
$644K -$21.4K -288 -3%
BTNA
216
Bremer Trust National Association
Minnesota
$642K +$56.3K +758 +10%
TNB
217
Thomasville National Bank
Georgia
$635K +$635K +8,552 New
BPCA
218
Bank Pictet & Cie (Asia)
Singapore
$623K – – –
AC
219
Alexandria Capital
Virginia
$615K -$32.8K -442 -5%
MG
220
Mather Group
Illinois
$608K +$46.6K +628 +8%
AWM
221
Affinity Wealth Management
Delaware
$605K -$42.9K -578 -7%
ICOA
222
Investment Centers of America
North Dakota
$580K -$18.6K -250 -3%
BAS
223
Brown Advisory Securities
Maryland
$570K +$594 +8 +0.1%
AP
224
Appleton Partners
Massachusetts
$543K +$543K +7,314 New
GEA
225
Glen Eagle Advisors
New Jersey
$538K -$20.8K -280 -4%
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9
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