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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 %
HCM
276
Hudson Capital Management
New Jersey
$312K +$59.2K +5,554 +23%
BS
277
Boenning & Scattergood
Pennsylvania
$307K – – –
PL
278
Plancorp LLC
Missouri
$300K – – –
NWS
279
Newport Wealth Strategies
California
$297K – – –
FAIM
280
Financial Advocates Investment Management
Washington
$292K +$36.9K +440 +14%
FCFC
281
First Commonwealth Financial Corp
Pennsylvania
$290K +$290K +3,468 New
HTC
282
Haverford Trust Company
Pennsylvania
$287K -$16.6K -198 -5%
PA
283
Parallel Advisors
California
$287K +$287K +3,436 New
LFAS
284
Level Four Advisory Services
Texas
$282K +$167 +2 +0.1%
BCM
285
Brookstone Capital Management
Illinois
$282K +$282K +3,366 New
GEA
286
Glen Eagle Advisors
New Jersey
$282K – – –
PG
287
Patten Group
Tennessee
$280K +$20K +240 +8%
SIC
288
Sigma Investment Counselors
Michigan
$275K – – –
LSAG
289
Lake Street Advisors Group
New Hampshire
$274K – – –
RFWA
290
RPg Family Wealth Advisory
Massachusetts
$273K – – –
QCMC
291
Quantum Capital Management (California)
California
$268K – – –
PWW
292
Pettyjohn Wood & White
Virginia
$268K – – –
ZF
293
Zhang Financial
Michigan
$266K -$49.2K -592 -16%
TAIM
294
TD Ameritrade Investment Management
Nebraska
$265K +$5.02K +60 +2%
M
295
MOTCO
Texas
$264K – – –
SG
296
StoneX Group
New York
$263K +$13.5K +162 +5%
WA
297
Wealth Architects
California
$258K +$669 +8 +0.3%
SAM
298
Summit Asset Management
Tennessee
$254K -$118K -1,412 -32%
CPIG
299
Chicago Partners Investment Group
Illinois
$252K +$8.09K +108 +3%
PGFC
300
Peapack-Gladstone Financial Corp
New Jersey
$251K – – –
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