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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 %
CCA
276
Cobblestone Capital Advisors
New York
$273K -$16.2K -210 -6%
RPG
277
Risk Paradigm Group
Texas
$268K -$196K -2,532 -42%
MBT
278
Montecito Bank & Trust
California
$265K -$47.8K -620 -15%
HIMC
279
Heritage Investors Management Corp
Maryland
$265K – – –
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$265K +$66.6K +862 +34%
QCMC
281
Quantum Capital Management (California)
California
$263K +$773 +10 +0.3%
SIC
282
Sigma Investment Counselors
Michigan
$254K – – –
LSAG
283
Lake Street Advisors Group
New Hampshire
$253K – – –
RCM
284
RB Capital Management
Nevada
$252K -$15.1K -196 -6%
KA
285
Klingman & Associates
New York
$250K – – –
PG
286
Patten Group
Tennessee
$249K -$6.18K -80 -2%
WB
287
WesBanco Bank
West Virginia
$246K -$154 -2 -0.1%
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246K +$71K +918 +41%
SG
289
StoneX Group
New York
$244K +$32.1K +416 +15%
EWM
290
Endurance Wealth Management
Rhode Island
$239K – – –
WCM
291
Wealthcare Capital Management
Virginia
$236K +$20.5K +266 +10%
HH
292
Hilltop Holdings
Texas
$234K +$17.8K +230 +8%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$232K -$46.4K -600 -17%
PWA
294
Peterson Wealth Advisors
Utah
$231K -$53K -686 -19%
SMG
295
Spectrum Management Group
Indiana
$230K – – –
PWW
296
Pettyjohn Wood & White
Virginia
$230K +$230K +2,972 New
LYV
297
Live Your Vision
Pennsylvania
$229K – – –
TAIM
298
TD Ameritrade Investment Management
Nebraska
$229K +$6.5K +84 +3%
WA
299
Wealth Architects
California
$227K +$8.81K +114 +4%
FNT
300
First National Trust
Pennsylvania
$227K +$9.44K +122 +4%
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