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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 %
FPFS
326
First Personal Financial Services
North Carolina
$138K +$138K +1,780 New
DWM
327
Destination Wealth Management
California
$138K +$138K +1,784 New
ST
328
Smithfield Trust
Pennsylvania
$132K – – –
RWP
329
RWA Wealth Partners
Massachusetts
$131K +$131K +1,700 New
AWA
330
Acorn Wealth Advisors
Michigan
$129K – – –
GWS
331
Glassman Wealth Services
Virginia
$126K – – –
FIB
332
First Interstate Bank
Montana
$113K – – –
MBT
333
Monroe Bank & Trust
Michigan
$112K – – –
CDIA
334
Capital Directions Investment Advisors
Georgia
$110K – – –
CHC
335
City Holding Co
West Virginia
$104K -$155 -2 -0.1%
SIAS
336
Shine Investment Advisory Services
Colorado
$103K – – –
GAM
337
Gemmer Asset Management
California
$102K – – –
JGIA
338
Jackson Grant Investment Advisers
Connecticut
$96K +$464 +6 +0.5%
OIA
339
OneDigital Investment Advisors
Kansas
$94K -$18.9K -244 -17%
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$86K -$3.08K -40 -3%
FNB
341
Farmers National Bank
Kentucky
$86K – – –
SWP
342
Strategic Wealth Partners
Ohio
$85K – – –
JA
343
JOYN Advisors
Georgia
$83K +$83K +1,068 New
CCA
344
Clearwater Capital Advisors
Illinois
$82K +$82K +1,064 New
QCG
345
Quadrant Capital Group
Ohio
$81K -$32.9K -428 -29%
SSB
346
Sandy Spring Bank
Maryland
$76K – – –
GWM
347
Geneos Wealth Management
Colorado
$76K – – –
SFSIG
348
San Francisco Sentry Investment Group
California
$72K – – –
OC
349
Oakworth Capital
Alabama
$71K – – –
CCM
350
Covington Capital Management
California
$66K – – –
12 13
14
15 16