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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.64%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
36
Increased
136
Reduced
141
Closed
34
Calls
$355K
Puts
$232K
Net Calls
+$123K
Net Calls Change
+$491K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.8M
2
Members Trust
Members Trust
Florida
+$9M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.82M
5
FAM
Flaharty Asset Management
Florida
+$6.49M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
CFB
Cullen/Frost Bankers
Texas
-$10.1M
3
Axa
Axa
France
-$6.55M
4
Stifel Financial
Stifel Financial
Missouri
-$5.94M
5
Northern Trust
Northern Trust
Illinois
-$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
226
Kanawha Capital Management
Virginia
$464K +$23.9K +310 +5%
BTNA
227
Bremer Trust National Association
Minnesota
$463K -$226K -2,930 -33%
AIM
228
Advantage Investment Management
Iowa
$450K -$104K -1,340 -19%
RJT
229
Raymond James Trust
Florida
$442K -$361K -4,666 -45%
EAM
230
Evanson Asset Management
California
$442K – – –
SC
231
SouthState Corp
Florida
$442K +$33K +426 +8%
JIC
232
Johnson Investment Counsel
Ohio
$441K – – –
AllianceBernstein
233
AllianceBernstein
Tennessee
$434K +$10.4K +134 +2%
APA
234
American Portfolios Advisors
New York
$432K -$3.24K -42 -0.7%
TA
235
Townsend & Associates
Colorado
$415K +$57.4K +742 +16%
BSW
236
Buckingham Strategic Wealth
Missouri
$415K +$415K +5,368 New
Brown Advisory
237
Brown Advisory
Maryland
$411K – – –
TIM
238
Thompson Investment Management
Wisconsin
$409K +$409K +5,294 New
PBO
239
Peoples Bank (Ohio)
Ohio
$402K -$156K -2,020 -28%
EB
240
Eastern Bank
Massachusetts
$396K +$169K +2,196 +75%
CA
241
Clearstead Advisors
Ohio
$377K +$1.24K +16 +0.3%
AWA
242
Arete Wealth Advisors
Illinois
$367K +$33.4K +432 +10%
CWM
243
Cornerstone Wealth Management
Missouri
$360K -$36.5K -480 -9%
AP
244
Appleton Partners
Massachusetts
$358K -$192K -2,490 -35%
BHBT
245
Burke & Herbert Bank & Trust
Virginia
$358K – – –
TSS
246
Two Sigma Securities
New York
$357K +$357K +4,624 New
APSP
247
Asset Planning Services (Pennsylvania)
Pennsylvania
$356K +$618 +8 +0.2%
VFA
248
Voya Financial Advisors
Connecticut
$352K -$9.46K -124 -3%
SAM
249
Summit Asset Management
Tennessee
$343K -$1.7K -22 -0.5%
MI
250
Moneywise Inc
Virginia
$339K -$58.9K -762 -15%
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