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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 %
RFWA
276
RPg Family Wealth Advisory
Massachusetts
$264K +$264K +3,264 New
CPIG
277
Chicago Partners Investment Group
Illinois
$264K +$96K +1,184 +57%
QCMC
278
Quantum Capital Management (California)
California
$259K -$16.2K -200 -6%
PWW
279
Pettyjohn Wood & White
Virginia
$259K +$18.6K +230 +8%
M
280
MOTCO
Texas
$256K -$52.4K -646 -17%
WCM
281
Wealthcare Capital Management
Virginia
$254K +$6K +74 +2%
PG
282
Patten Group
Tennessee
$252K -$8.91K -110 -3%
TAIM
283
TD Ameritrade Investment Management
Nebraska
$252K +$12K +148 +5%
EWM
284
Endurance Wealth Management
Rhode Island
$250K – – –
WA
285
Wealth Architects
California
$249K +$11.3K +140 +5%
FAIM
286
Financial Advocates Investment Management
Washington
$246K +$246K +3,046 New
PGFC
287
Peapack-Gladstone Financial Corp
New Jersey
$243K – – –
WB
288
WesBanco Bank
West Virginia
$242K -$16.2K -200 -6%
SG
289
StoneX Group
New York
$242K -$13.9K -172 -5%
AB
290
Atlas Brown
Kentucky
$242K +$21.3K +256 +10%
SMG
291
Spectrum Management Group
Indiana
$241K – – –
PSF
292
Pacific Sun Financial
California
$241K +$6.69K +80 +3%
LYV
293
Live Your Vision
Pennsylvania
$239K – – –
PBO
294
Peoples Bank (Ohio)
Ohio
$238K -$183K -2,266 -44%
FNT
295
First National Trust
Pennsylvania
$238K – – –
CWM
296
Cahaba Wealth Management
Georgia
$235K +$165 +2 +0.1%
HH
297
Hilltop Holdings
Texas
$227K -$18.6K -230 -8%
AMG
298
Advisors Management Group
Wisconsin
$226K – – –
BlackRock
299
BlackRock
New York
$222K +$2.76K +34 +1%
ANTB
300
AMG National Trust Bank
Colorado
$222K +$3.56K +44 +2%
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