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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 %
JHCP
251
Jackson Hole Capital Partners
Oklahoma
$440K +$440K +6,362 New
BAAM
252
Baker Avenue Asset Management
California
$436K -$6.23K -90 -1%
TWP
253
Total Wealth Planning
Ohio
$430K +$430K +6,224 New
MIC
254
Meridian Investment Counsel
California
$429K – – –
BJL
255
Brighton Jones LLC
Washington
$423K +$1.94K +28 +0.5%
Brown Advisory
256
Brown Advisory
Maryland
$421K – – –
MWM
257
Modera Wealth Management
New Jersey
$421K – – –
KCM
258
Kanawha Capital Management
Virginia
$412K – – –
H
259
HoyleCohen
California
$412K +$412K +5,958 New
LWANC
260
Laurel Wealth Advisors (North Carolina)
North Carolina
$404K +$404K +5,838 New
KP
261
Keel Point
Alabama
$395K – – –
JIC
262
Johnson Investment Counsel
Ohio
$395K – – –
TIM
263
Thompson Investment Management
Wisconsin
$392K +$11.5K +166 +3%
APA
264
American Portfolios Advisors
New York
$388K -$77.7K -1,124 -17%
CBB
265
Citizens Business Bank
California
$381K -$119K -1,718 -24%
MSAM
266
Moloney Securities Asset Management
Missouri
$367K +$21.2K +306 +6%
BHBT
267
Burke & Herbert Bank & Trust
Virginia
$358K – – –
EB
268
Eastern Bank
Massachusetts
$355K – – –
OC
269
Oppenheimer & Co
New York
$352K +$352K +5,096 New
CWM
270
Cornerstone Wealth Management
Missouri
$346K -$45.1M -647,440 -99%
CA
271
Clearstead Advisors
Ohio
$341K +$1.94K +28 +0.6%
MG
272
Mather Group
Illinois
$341K +$18.1K +262 +6%
FI
273
FormulaFolio Investments
Michigan
$332K – – –
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$328K +$60.3K +872 +23%
CCA
275
Cobblestone Capital Advisors
New York
$324K – – –
9 10
11
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