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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

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
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
326
Valley National Advisers
Pennsylvania
$200K -$2.01K -24 -1%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$199K -$1.17K -14 -0.6%
SWM
328
SeaCrest Wealth Management
New York
$176K -$2.18K -26 -1%
DWM
329
Destination Wealth Management
California
$162K – – –
OBWP
330
O'Brien Wealth Partners
Massachusetts
$153K -$165K -1,970 -52%
SCM
331
Southport Capital Management
Tennessee
$148K +$148K +1,770 New
ST
332
Smithfield Trust
Pennsylvania
$143K – – –
GWS
333
Glassman Wealth Services
Virginia
$137K – – –
FIB
334
First Interstate Bank
Montana
$122K – – –
CDIA
335
Capital Directions Investment Advisors
Georgia
$119K +$3.19K +38 +3%
CHC
336
City Holding Co
West Virginia
$113K – – –
SIAS
337
Shine Investment Advisory Services
Colorado
$111K – – –
JGIA
338
Jackson Grant Investment Advisers
Connecticut
$104K +$334 +4 +0.3%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$102K – – –
OIA
340
OneDigital Investment Advisors
Kansas
$102K +$334 +4 +0.3%
WSTAM
341
Wilbanks Smith & Thomas Asset Management
Virginia
$96K +$96K +1,144 New
PFBT
342
Parkside Financial Bank & Trust
Missouri
$95K +$94.5K +1,128 +18,800%
SFSIG
343
San Francisco Sentry Investment Group
California
$94K -$14.2K -170 -13%
KTC
344
Kistler-Tiffany Companies
Pennsylvania
$93K – – –
KF
345
Krilogy Financial
Missouri
$91K +$91K +1,088 New
QCG
346
Quadrant Capital Group
Ohio
$88K – – –
GWM
347
Geneos Wealth Management
Colorado
$88K +$16.8K +202 +24%
GAM
348
Gemmer Asset Management
California
$86K -$25.2K -300 -23%
NFG
349
Next Financial Group
Texas
$82K -$295K -3,538 -78%
OC
350
Oakworth Capital
Alabama
$76K -$3.17K -38 -4%
12 13
14
15 16