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

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
251
KCM Investment Advisors
California
$539K – – –
KC
252
Kingfisher Capital
North Carolina
$533K +$11.5K +146 +2%
DBRC
253
D.B. Root & Company
Pennsylvania
$520K +$18.5K +236 +4%
AA
254
Advisory Alpha
Michigan
$518K +$8.49K +106 +2%
CPO
255
Cerity Partners OCIO
New York
$510K -$4.24K -54 -0.8%
MSAM
256
Moloney Securities Asset Management
Missouri
$505K +$89.1K +1,136 +21%
HCA
257
Harbour Capital Advisors
Virginia
$503K – – –
RG
258
Rikoon Group
New Mexico
$503K +$943 +12 +0.2%
JHCP
259
Jackson Hole Capital Partners
Oklahoma
$501K +$1.88K +24 +0.4%
BEI
260
Benjamin Edwards Inc
Missouri
$489K +$489K +6,228 New
MIC
261
Meridian Investment Counsel
California
$486K – – –
HW
262
Hancock Whitney
Mississippi
$481K -$81.7K -1,040 -15%
BJL
263
Brighton Jones LLC
Washington
$481K +$941 +12 +0.2%
PA
264
PFG Advisors
Arizona
$477K -$20.4K -248 -4%
TWP
265
Total Wealth Planning
Ohio
$475K -$13.5K -172 -3%
BUB
266
BBVA USA Bancshares
Texas
$463K +$463K +5,898 New
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$458K – – –
JIC
268
Johnson Investment Counsel
Ohio
$457K +$8.62K +110 +2%
KCM
269
Kanawha Capital Management
Virginia
$452K -$15.7K -200 -3%
KP
270
Keel Point
Alabama
$448K – – –
Renaissance Technologies
271
Renaissance Technologies
New York
$440K +$440K +5,600 New
MWM
272
Modera Wealth Management
New Jersey
$429K -$48K -612 -10%
PWW
273
Pettyjohn Wood & White
Virginia
$424K +$76.9K +980 +22%
CBB
274
Citizens Business Bank
California
$422K -$10.5K -134 -2%
BOS
275
Bank of Stockton
California
$419K +$419K +5,348 New
9 10
11
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