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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 %
MBTD
326
Mechanics Bank - Trust Department
California
$226K +$226K +3,268 New
LFAS
327
Level Four Advisory Services
Texas
$225K -$8.72K -126 -4%
QCMC
328
Quantum Capital Management (California)
California
$222K +$829 +12 +0.4%
RFWA
329
RPg Family Wealth Advisory
Massachusetts
$219K -$6.36K -92 -3%
A
330
AdvicePeriod
California
$219K -$83.4K -1,200 -28%
M
331
MOTCO
Texas
$218K – – –
LYV
332
Live Your Vision
Pennsylvania
$215K – – –
WA
333
Wealth Architects
California
$214K +$829 +12 +0.4%
OIA
334
OneDigital Investment Advisors
Kansas
$213K +$129K +1,856 +152%
HR
335
Hayden Royal
North Carolina
$211K +$211K +3,054 New
AIM
336
Advantage Investment Management
Iowa
$209K -$57.6K -834 -22%
CWM
337
Cahaba Wealth Management
Georgia
$208K +$691 +10 +0.3%
WB
338
WesBanco Bank
West Virginia
$208K +$1.39K +20 +0.7%
ANTB
339
AMG National Trust Bank
Colorado
$207K +$14.5K +210 +8%
SMG
340
Spectrum Management Group
Indiana
$206K – – –
SS
341
Sunbelt Securities
Texas
$204K -$57.4K -1,602 -22%
EWM
342
Endurance Wealth Management
Rhode Island
$204K +$691 +10 +0.3%
AWM
343
AE Wealth Management
Kansas
$201K -$77.7K -1,124 -28%
BlackRock
344
BlackRock
New York
$186K -$3.19K -46 -2%
NSG
345
Nalls Sherbakoff Group
Tennessee
$177K +$177K +2,564 New
PFBT
346
Parkside Financial Bank & Trust
Missouri
$163K +$84.4K +1,218 +107%
VNA
347
Valley National Advisers
Pennsylvania
$160K -$4.55K -66 -3%
LB
348
Legacy Bridge
Iowa
$150K +$150K +2,170 New
SWM
349
SeaCrest Wealth Management
New York
$146K +$828 +12 +0.6%
FRA
350
Front Row Advisors
California
$142K -$11.1K -160 -7%
12 13
14
15 16