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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 %
NWS
301
Newport Wealth Strategies
California
$274K -$8.12K -112 -3%
Koshinski Asset Management
302
Koshinski Asset Management
Illinois
$268K +$64.1K +926 +31%
S
303
Surevest
California
$266K +$266K +3,852 New
IWM
304
IHT Wealth Management
Illinois
$265K -$13.7K -198 -5%
FFWA
305
FRG Family Wealth Advisors
Washington
$264K – – –
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
$264K +$264K +3,830 New
ZF
307
Zhang Financial
Michigan
$263K +$41.5K +600 +19%
UR
308
USCA RIA
Texas
$260K -$1.45M -21,026 -85%
HCIA
309
Hochman Cole Investment Advisors
Illinois
$260K – – –
AAS
310
Avantax Advisory Services
Texas
$260K +$260K +3,744 New
CFS
311
CRA Financial Services
New Jersey
$257K +$257K +3,718 New
BS
312
Boenning & Scattergood
Pennsylvania
$254K +$138 +2 +0.1%
PL
313
Plancorp LLC
Missouri
$248K – – –
SDWMA
314
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$60.2K +872 +32%
AB
315
Atlas Brown
Kentucky
$243K +$37.9K +548 +18%
FNT
316
First National Trust
Pennsylvania
$241K +$38.3K +554 +19%
FCFC
317
First Commonwealth Financial Corp
Pennsylvania
$240K – – –
HTC
318
Haverford Trust Company
Pennsylvania
$237K – – –
GEA
319
Glen Eagle Advisors
New Jersey
$233K – – –
NFG
320
Next Financial Group
Texas
$232K +$164K +2,380 +242%
CNBT
321
Canandaigua National Bank & Trust
New York
$231K +$231K +3,334 New
SIC
322
Sigma Investment Counselors
Michigan
$228K – – –
TAIM
323
TD Ameritrade Investment Management
Nebraska
$228K +$9.13K +132 +4%
AEPG
324
American Economic Planning Group
New Jersey
$227K +$227K +3,284 New
LSAG
325
Lake Street Advisors Group
New Hampshire
$226K – – –
11 12
13
14 15