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

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
251
Asset Planning Services (Pennsylvania)
Pennsylvania
$370K +$1.12K +14 +0.3%
CAC
252
Certified Advisory Corp
Florida
$366K +$175K +2,088 +91%
A
253
AdvicePeriod
California
$365K +$157K +1,870 +75%
FNBTCON
254
First National Bank & Trust Co of Newtown
Pennsylvania
$359K – – –
Manulife (Manufacturers Life Insurance)
255
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$357K +$17.4K +208 +5%
TRCT
256
Tower Research Capital (TRC)
New York
$352K -$1.1M -13,114 -76%
FMBTD
257
First Midwest Bank Trust Division
Illinois
$351K -$89.2K -1,066 -20%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$347K -$11.4K -136 -3%
JIR
259
James Investment Research
Ohio
$339K – – –
CIA
260
Capital Investment Advisors
Georgia
$339K – – –
MI
261
Moneywise Inc
Virginia
$337K -$9.2K -110 -3%
IWM
262
IHT Wealth Management
Illinois
$337K +$38.7K +462 +13%
AWM
263
AE Wealth Management
Kansas
$337K +$337K +4,030 New
VFA
264
Voya Financial Advisors
Connecticut
$335K -$62K -744 -16%
IAA
265
Ironsides Asset Advisors
North Carolina
$335K +$335K +4,000 New
PC
266
Peavine Capital
Nevada
$335K +$335K +4,000 New
BRWA
267
B. Riley Wealth Advisors
Florida
$333K – – –
FI
268
FormulaFolio Investments
Michigan
$332K +$6.2K +74 +2%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$324K – – –
AIM
270
Advantage Investment Management
Iowa
$323K -$48K -574 -13%
FNBOO
271
First National Bank of Omaha
Nebraska
$323K – – –
FFWA
272
FRG Family Wealth Advisors
Washington
$320K – – –
HCIA
273
Hochman Cole Investment Advisors
Illinois
$315K – – –
WCM
274
Wealthcare Capital Management
Virginia
$315K +$52.8K +630 +20%
FHC
275
First Heartland Consultants
Missouri
$313K -$22.9K -274 -7%
9 10
11
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