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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.

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
1
Morgan Stanley
New York
$380M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$22.4M
3
CA
3
Centerpoint Advisors
Massachusetts
$14.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$25.5M
5
LFS
5
Lutz Financial Services
Nebraska
$14.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
TSS
2
Two Sigma Securities
New York
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.9M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$29.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.16B 7,218,399 -392,221 -5%
Morgan Stanley
2
Morgan Stanley
New York
$380M 2,371,069 +391,219 +20%
Bank of America
3
Bank of America
North Carolina
$163M 1,015,434 +14,605 +1%
EFS
4
Edelman Financial Services
Virginia
$146M 914,006 +34,874 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$106M 662,766 +321 +0%
UBS Group
6
UBS Group
Switzerland
$102M 636,507 -3,068 -0.5%
Members Trust
7
Members Trust
Florida
$99.6M 622,351 +30,455 +5%
Axa
8
Axa
France
$57.6M 359,821 -20,800 -5%
Northern Trust
9
Northern Trust
Illinois
$57.3M 357,996 +15,291 +4%
EK
10
Evensky & Katz
Florida
$47.3M 295,329 +5,011 +2%
Stifel Financial
11
Stifel Financial
Missouri
$46.2M 288,911 -18,469 -6%
RJA
12
Raymond James & Associates
Florida
$43.7M 272,921 +2,804 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38.5M 240,271 +9,671 +4%
AA
14
Alesco Advisors
New York
$37.3M 232,696 +7,137 +3%
PP
15
Palladium Partners
Virginia
$33.8M 211,060 +1,549 +0.7%
KeyBank National Association
16
KeyBank National Association
Ohio
$32M 199,995 -4,216 -2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$29.3M 182,817 -21,810 -11%
LPL Financial
18
LPL Financial
California
$28.3M 176,619 +20,845 +13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$27.4M 171,389 +15,316 +10%
DADC
20
D.A. Davidson & Co
Montana
$25.9M 162,032 +8,139 +5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$25.5M 159,458 +92,118 +137%
BF
22
BOK Financial
Oklahoma
$23.6M 147,179 -113 -0.1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$23M 143,473 +2,826 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$22.9M 143,165 -34,597 -19%
Ameriprise
25
Ameriprise
Minnesota
$22.9M 142,872 +21,911 +18%
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