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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 %
PFS
301
Prospera Financial Services
Texas
$225K +$225K +2,914 New
PSF
302
Pacific Sun Financial
California
$216K +$216K +2,800 New
FI
303
FormulaFolio Investments
Michigan
$215K -$644K -8,348 -75%
CWM
304
Cahaba Wealth Management
Georgia
$214K +$7.81K +104 +4%
AMG
305
Advisors Management Group
Wisconsin
$213K – – –
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$210K – – –
BlackRock
307
BlackRock
New York
$209K -$16.8K -218 -7%
SDWMA
308
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K – – –
ANTB
309
AMG National Trust Bank
Colorado
$209K – – –
AB
310
Atlas Brown
Kentucky
$205K +$6.04K +78 +3%
HTC
311
Haverford Trust Company
Pennsylvania
$205K +$205K +2,658 New
DCM
312
Donaldson Capital Management
Indiana
$204K -$19.3K -250 -9%
WS
313
Wedbush Securities
California
$204K – – –
BF
314
Blankinship & Foster
California
$201K – – –
VNA
315
Valley National Advisers
Pennsylvania
$186K +$1.85K +24 +1%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$184K – – –
SEI Investments
317
SEI Investments
Pennsylvania
$180K -$7.09K -92 -4%
CAC
318
Certified Advisory Corp
Florida
$176K -$7.85K -102 -4%
FRA
319
Front Row Advisors
California
$171K – – –
PWM
320
Perigon Wealth Management
California
$170K +$108K +1,400 +175%
SWM
321
SeaCrest Wealth Management
New York
$165K +$465 +6 +0.3%
CPIG
322
Chicago Partners Investment Group
Illinois
$160K +$8.65K +112 +6%
LF
323
Lee Financial
Texas
$157K -$157K -2,032 -50%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$156K – – –
KF
325
Krilogy Financial
Missouri
$156K +$77K +998 +97%
11 12
13
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