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

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
251
Curi RMB Capital
Illinois
$332K +$4.05K +50 +1%
Manulife (Manufacturers Life Insurance)
252
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329K +$71.3K +880 +28%
JIR
253
James Investment Research
Ohio
$328K – – –
CIA
254
Capital Investment Advisors
Georgia
$328K – – –
FHC
255
First Heartland Consultants
Missouri
$325K -$194K -2,396 -37%
BRWA
256
B. Riley Wealth Advisors
Florida
$323K -$10.9K -134 -3%
NWS
257
Newport Wealth Strategies
California
$315K -$9.07K -112 -3%
FI
258
FormulaFolio Investments
Michigan
$315K +$89.4K +1,104 +40%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$314K – – –
FNBOO
260
First National Bank of Omaha
Nebraska
$313K +$16.7K +206 +6%
FFWA
261
FRG Family Wealth Advisors
Washington
$309K – – –
OBWP
262
O'Brien Wealth Partners
Massachusetts
$308K -$35.8K -442 -10%
ZF
263
Zhang Financial
Michigan
$307K – – –
HCIA
264
Hochman Cole Investment Advisors
Illinois
$305K – – –
BIA
265
BHK Investment Advisors
Alabama
$305K – – –
MGIA
266
Matthew Goff Investment Advisor
Texas
$298K -$692K -6,154 -70%
BS
267
Boenning & Scattergood
Pennsylvania
$297K +$297K +3,670 New
HTC
268
Haverford Trust Company
Pennsylvania
$294K +$78.5K +968 +36%
PL
269
Plancorp LLC
Missouri
$291K – – –
IWM
270
IHT Wealth Management
Illinois
$289K -$11.8K -146 -4%
CCA
271
Cobblestone Capital Advisors
New York
$287K – – –
LFAS
272
Level Four Advisory Services
Texas
$273K -$39.3K -486 -13%
GEA
273
Glen Eagle Advisors
New Jersey
$273K -$31.6K -390 -10%
SIC
274
Sigma Investment Counselors
Michigan
$267K – – –
LSAG
275
Lake Street Advisors Group
New Hampshire
$265K – – –
9 10
11
12 13