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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 %
MMHP
251
Murphy Middleton Hinkle & Parker
Georgia
$333K +$619 +8 +0.2%
FNBTCON
252
First National Bank & Trust Co of Newtown
Pennsylvania
$331K – – –
OBWP
253
O'Brien Wealth Partners
Massachusetts
$328K – – –
BRWA
254
B. Riley Wealth Advisors
Florida
$318K -$26.5K -342 -8%
CG
255
Corundum Group
Colorado
$317K -$15.2K -196 -5%
FCI
256
Financial Counselors Inc
Kansas
$317K +$4.64K +60 +1%
DBRC
257
D.B. Root & Company
Pennsylvania
$314K +$314K +4,066 New
FMBTD
258
First Midwest Bank Trust Division
Illinois
$313K -$54K -700 -15%
CIA
259
Capital Investment Advisors
Georgia
$313K -$37.1K -480 -11%
CRC
260
Curi RMB Capital
Illinois
$313K -$10.4K -134 -3%
JIR
261
James Investment Research
Ohio
$313K – – –
NWS
262
Newport Wealth Strategies
California
$309K – – –
CBU
263
CIBC Bank USA
Illinois
$307K – – –
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$299K – – –
LFAS
265
Level Four Advisory Services
Texas
$298K +$18.7K +242 +7%
FFWA
266
FRG Family Wealth Advisors
Washington
$295K – – –
M
267
MOTCO
Texas
$294K -$42.8K -554 -13%
HJA
268
Hugh Johnson Advisors
New York
$293K -$108K -1,390 -27%
BIA
269
BHK Investment Advisors
Alabama
$291K +$291K +3,768 New
GEA
270
Glen Eagle Advisors
New Jersey
$290K -$2.32K -30 -0.8%
HCIA
271
Hochman Cole Investment Advisors
Illinois
$290K – – –
ZF
272
Zhang Financial
Michigan
$286K – – –
FNBOO
273
First National Bank of Omaha
Nebraska
$282K -$3.86K -50 -1%
IWM
274
IHT Wealth Management
Illinois
$280K +$15.1K +200 +6%
PL
275
Plancorp LLC
Missouri
$277K -$15.4K -200 -5%
9 10
11
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