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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 %
APSP
276
Asset Planning Services (Pennsylvania)
Pennsylvania
$321K +$692 +10 +0.2%
CRC
277
Curi RMB Capital
Illinois
$319K – – –
AAP
278
Arax Advisory Partners
Colorado
$318K -$156K -2,248 -33%
MMHP
279
Murphy Middleton Hinkle & Parker
Georgia
$318K +$1.38K +20 +0.4%
DIA
280
Dana Investment Advisors
Wisconsin
$315K +$315K +4,548 New
AWA
281
Arete Wealth Advisors
Illinois
$313K -$30.7K -444 -9%
PA
282
Parallel Advisors
California
$313K +$75.5K +1,092 +32%
AP
283
Appleton Partners
Massachusetts
$308K -$1.38K -20 -0.4%
SEI Investments
284
SEI Investments
Pennsylvania
$307K +$307K +4,436 New
PWW
285
Pettyjohn Wood & White
Virginia
$306K +$84.4K +1,220 +38%
MWM
286
Meridian Wealth Management
Kentucky
$305K +$305K +4,416 New
WCM
287
Wealthcare Capital Management
Virginia
$304K +$43.6K +630 +17%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$303K +$138K +1,998 +84%
FMBTD
289
First Midwest Bank Trust Division
Illinois
$302K +$12.2K +176 +4%
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$299K +$12.3K +178 +4%
FNBTCON
291
First National Bank & Trust Co of Newtown
Pennsylvania
$297K – – –
LA
292
LexAurum Advisors
Kansas
$286K +$109K +1,582 +62%
CG
293
Corundum Group
Colorado
$284K +$284K +4,100 New
MI
294
Moneywise Inc
Virginia
$281K +$1.94K +28 +0.7%
JIR
295
James Investment Research
Ohio
$280K – – –
CIA
296
Capital Investment Advisors
Georgia
$280K – – –
WC
297
Whitnell & Co
Illinois
$279K +$266K +3,848 +2,004%
IAA
298
Ironsides Asset Advisors
North Carolina
$277K – – –
BRWA
299
B. Riley Wealth Advisors
Florida
$276K +$1.24K +18 +0.5%
APW
300
Acima Private Wealth
Virginia
$275K +$275K +3,978 New
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12
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