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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 %
GVAG
276
Great Valley Advisor Group
Delaware
$418K +$418K +5,332 New
BAAM
277
Baker Avenue Asset Management
California
$407K -$87.6K -1,116 -18%
BHBT
278
Burke & Herbert Bank & Trust
Virginia
$405K -$785 -10 -0.2%
FA
279
FDx Advisors
Illinois
$392K +$392K +4,996 New
CA
280
Clearstead Advisors
Ohio
$387K +$941 +12 +0.2%
KFA
281
Kays Financial Advisory
Georgia
$373K -$545K -6,946 -59%
CCA
282
Cobblestone Capital Advisors
New York
$367K – – –
GWA
283
Guidant Wealth Advisors
Illinois
$366K +$366K +4,660 New
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$365K +$25.9K +330 +8%
APSP
285
Asset Planning Services (Pennsylvania)
Pennsylvania
$364K +$470 +6 +0.1%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$363K -$9.58K -122 -3%
CRC
287
Curi RMB Capital
Illinois
$362K – – –
MMHP
288
Murphy Middleton Hinkle & Parker
Georgia
$361K +$627 +8 +0.2%
DIA
289
Dana Investment Advisors
Wisconsin
$357K – – –
MG
290
Mather Group
Illinois
$345K -$41.2K -526 -11%
PA
291
Parallel Advisors
California
$345K -$10.2K -130 -3%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$345K +$115K +2,178 +50%
FMBTD
293
First Midwest Bank Trust Division
Illinois
$343K – – –
AB
294
Atlas Brown
Kentucky
$342K +$66K +840 +24%
MI
295
Moneywise Inc
Virginia
$339K +$25.6K +332 +8%
AWA
296
Arete Wealth Advisors
Illinois
$338K -$17.3K -220 -5%
VWM
297
Valley Wealth Managers
New Jersey
$338K +$338K +4,308 New
AP
298
Appleton Partners
Massachusetts
$336K -$13.3K -170 -4%
SEI Investments
299
SEI Investments
Pennsylvania
$333K -$15.2K -194 -4%
CIA
300
Capital Investment Advisors
Georgia
$331K +$13K +166 +4%
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