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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 %
WCM
301
Wealthcare Capital Management
Virginia
$329K -$16K -204 -5%
LA
302
LexAurum Advisors
Kansas
$325K +$784 +10 +0.2%
CG
303
Corundum Group
Colorado
$322K – – –
JIR
304
James Investment Research
Ohio
$318K – – –
WC
305
Whitnell & Co
Illinois
$317K – – –
IAA
306
Ironsides Asset Advisors
North Carolina
$314K – – –
MWM
307
Meridian Wealth Management
Kentucky
$312K -$34.5K -440 -10%
LFAS
308
Level Four Advisory Services
Texas
$307K +$52.1K +664 +20%
FNBOO
309
First National Bank of Omaha
Nebraska
$303K -$998K -12,720 -77%
FNBTCON
310
First National Bank & Trust Co of Newtown
Pennsylvania
$302K -$34.5K -440 -10%
NWS
311
Newport Wealth Strategies
California
$302K – – –
FFWA
312
FRG Family Wealth Advisors
Washington
$300K – – –
BRWA
313
B. Riley Wealth Advisors
Florida
$298K -$15.7K -200 -5%
HCIA
314
Hochman Cole Investment Advisors
Illinois
$295K – – –
VFA
315
Voya Financial Advisors
Connecticut
$292K -$239K -3,050 -45%
MIM
316
Moseley Investment Management
Florida
$291K +$291K +3,706 New
SDWMA
317
Schneider Downs Wealth Management Advisors
Pennsylvania
$288K +$7.68K +98 +3%
CFS
318
CRA Financial Services
New Jersey
$286K -$6.29K -80 -2%
AAS
319
Avantax Advisory Services
Texas
$283K -$11K -140 -4%
BS
320
Boenning & Scattergood
Pennsylvania
$281K -$7.22K -92 -3%
GEA
321
Glen Eagle Advisors
New Jersey
$279K +$14.9K +190 +6%
IWM
322
IHT Wealth Management
Illinois
$279K -$21.2K -270 -7%
BAS
323
Brown Advisory Securities
Maryland
$278K -$347K -4,432 -56%
CCM
324
Condor Capital Management
New Jersey
$273K +$273K +3,482 New
FCFC
325
First Commonwealth Financial Corp
Pennsylvania
$272K – – –
11 12
13
14 15