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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
+$5.32M
4
RJA
Raymond James & Associates
Florida
+$3.53M
5
Ameriprise
Ameriprise
Minnesota
+$3.32M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
-$25.4M
2
CFB
Cullen/Frost Bankers
Texas
-$10.3M
3
CC
Courier Capital
New York
-$8.79M
4
HighTower Advisors
HighTower Advisors
Illinois
-$6.98M
5
Northern Trust
Northern Trust
Illinois
-$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Advantage Investment Management
Iowa
$579K +$7.02K +92 +1%
CA
202
Cambridge Advisors
Nebraska
$553K – – –
AP
203
Appleton Partners
Massachusetts
$547K -$11.5K -150 -2%
RG
204
Rikoon Group
New Mexico
$542K +$916 +12 +0.2%
BWA
205
BDO Wealth Advisors
Florida
$536K +$9.92K +130 +2%
KIA
206
KCM Investment Advisors
California
$532K +$65.9K +862 +14%
LWAC
207
Laurel Wealth Advisors (California)
California
$524K – – –
BAS
208
Brown Advisory Securities
Maryland
$519K -$37.6K -494 -7%
OCM
209
One Capital Management
California
$507K -$33.1K -434 -6%
FHC
210
First Heartland Consultants
Missouri
$505K -$917 -12 -0.2%
PIM
211
Parker Investment Management
California
$501K -$10.5K -138 -2%
FA
212
FDx Advisors
Illinois
$500K – – –
HCA
213
Harbour Capital Advisors
Virginia
$491K -$22.9K -300 -4%
BAAM
214
Baker Avenue Asset Management
California
$489K – – –
FAM
215
Flaharty Asset Management
Florida
$481K +$481K +6,262 +104,367%
GAM
216
Griffin Asset Management
New York
$480K +$480K +6,288 New
RPG
217
Risk Paradigm Group
Texas
$477K -$51.6K -676 -10%
MIC
218
Meridian Investment Counsel
California
$473K – – –
NFG
219
Nations Financial Group
Iowa
$471K +$1.07K +14 +0.2%
CPO
220
Cerity Partners OCIO
New York
$463K +$458 +6 +0.1%
JIC
221
Johnson Investment Counsel
Ohio
$455K -$15.2K -200 -3%
EAM
222
Evanson Asset Management
California
$437K – – –
KCM
223
Kanawha Capital Management
Virginia
$424K -$25.2K -330 -6%
AllianceBernstein
224
AllianceBernstein
Tennessee
$419K +$68.3K +894 +19%
AWA
225
Arete Wealth Advisors
Illinois
$409K +$27.8K +364 +7%
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