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

445 hedge funds and large institutions have $3.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+17
Holders Change %
+3.97%
% of All Funds
9.93%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
75
Increased
160
Reduced
115
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$162M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$143M
3
CFB
Cullen/Frost Bankers
Texas
+$9.42M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.27M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.78M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$122M
2
Morgan Stanley
Morgan Stanley
New York
-$83.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$45.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$30.9M
5
Wells Fargo
Wells Fargo
California
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Alexandria Capital
Virginia
$554K -$9.69K -140 -2%
BAS
227
Brown Advisory Securities
Maryland
$552K +$80.1K +1,158 +17%
IB
228
Intrust Bank
Kansas
$534K -$232K -3,348 -30%
FIA
229
Foundations Investment Advisors
Arizona
$525K +$525K +6,698 New
GAM
230
Griffin Asset Management
New York
$514K +$19.9K +288 +4%
HJA
231
Hugh Johnson Advisors
New York
$509K -$10.4K -150 -2%
MGIA
232
Matthew Goff Investment Advisor
Texas
$502K -$29.5K -426 -6%
CA
233
Cambridge Advisors
Nebraska
$500K – – –
AA
234
Advisory Alpha
Michigan
$497K -$655K -8,378 -57%
HW
235
Hancock Whitney
Mississippi
$496K +$496K +7,166 New
TNB
236
Thomasville National Bank
Georgia
$494K -$28.2K -408 -5%
SS
237
Simplicity Solutions
Minnesota
$488K +$97.4K +1,408 +25%
GTAM
238
Global Trust Asset Management
Florida
$478K – – –
PA
239
PFG Advisors
Arizona
$478K +$478K +6,048 New
FCI
240
Financial Counselors Inc
Kansas
$476K -$829 -12 -0.2%
KIA
241
KCM Investment Advisors
California
$475K -$40.8K -590 -8%
BSW
242
Buckingham Strategic Wealth
Missouri
$474K +$91K +1,314 +24%
VFA
243
Voya Financial Advisors
Connecticut
$465K +$189K +2,760 +69%
CAC
244
Certified Advisory Corp
Florida
$464K +$162K +2,336 +53%
KC
245
Kingfisher Capital
North Carolina
$460K +$28.5K +412 +7%
CPO
246
Cerity Partners OCIO
New York
$453K +$32.6K +472 +8%
PCMC
247
Private Capital Management (Colorado)
Colorado
$445K +$445K +6,440 New
HCA
248
Harbour Capital Advisors
Virginia
$443K +$443K +6,410 New
DBRC
249
D.B. Root & Company
Pennsylvania
$442K -$176K -2,548 -29%
RG
250
Rikoon Group
New Mexico
$442K +$2.21K +32 +0.5%
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