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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 %
Wells Fargo
1
Wells Fargo
California
$1.14B -$41.3M -555,924 -3%
Morgan Stanley
2
Morgan Stanley
New York
$312M +$13M +174,624 +4%
Bank of America
3
Bank of America
North Carolina
$156M +$7.96M +107,266 +5%
EFS
4
Edelman Financial Services
Virginia
$121M +$7.34M +98,938 +6%
UBS Group
5
UBS Group
Switzerland
$100M +$1.6M +21,546 +2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$97.5M +$6.29M +84,794 +7%
Members Trust
7
Members Trust
Florida
$83M +$83M +1,118,794 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$69M +$11.5M +155,224 +20%
Northern Trust
9
Northern Trust
Illinois
$60.4M +$16.9M +228,068 +39%
RJA
10
Raymond James & Associates
Florida
$60.2M +$1.09M +14,742 +2%
Axa
11
Axa
France
$56.9M -$2.55M -34,400 -4%
LPL Financial
12
LPL Financial
California
$56.8M -$10.5M -143,048 -16%
SAS
13
Sage Advisory Services
Texas
$56.3M +$3.17M +42,710 +6%
AssetMark Inc
14
AssetMark Inc
California
$53.3M +$53.3M +717,830 +101,388%
FIG
15
FundX Investment Group
California
$45.8M +$16.7M +224,902 +57%
Stifel Financial
16
Stifel Financial
Missouri
$44.9M +$3.83M +51,658 +9%
EK
17
Evensky & Katz
Florida
$41.7M -$1.29M -17,320 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$38.8M -$5.06M -68,108 -12%
KeyBank National Association
19
KeyBank National Association
Ohio
$37.3M -$1.02M -13,722 -3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$31.9M +$6.24M +84,092 +24%
PP
21
Palladium Partners
Virginia
$30.4M +$94.6K +1,274 +0.3%
AA
22
Alesco Advisors
New York
$28.4M +$7.36M +99,218 +35%
HCM
23
Highfields Capital Management
Massachusetts
$25.4M +$25.4M +342,582 New
FA
24
FDx Advisors
Illinois
$23.5M -$533K -7,176 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$23.5M +$1.26M +16,992 +6%
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