iShares S&P Mid-Cap 400 Value ETF
428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
6% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 130
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
Holders
428
Holding in Top 10
22
Calls
–
Puts
–
Top Buyers
| 1 | +$187M | |
| 2 | +$35.9M | |
| 3 | +$24.5M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$12.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.3M |
Top Sellers
| 1 | -$16.7M | |
| 2 | -$7.73M | |
| 3 | -$5.88M | |
| 4 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$5.71M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$4.43M |