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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 %
HTC
326
Haverford Trust Company
Pennsylvania
$264K -$5.5K -70 -2%
A
327
AdvicePeriod
California
$261K +$12.9K +164 +5%
AEPG
328
American Economic Planning Group
New Jersey
$258K – – –
SIC
329
Sigma Investment Counselors
Michigan
$258K – – –
TAIM
330
TD Ameritrade Investment Management
Nebraska
$257K -$1.88K -24 -0.7%
LSAG
331
Lake Street Advisors Group
New Hampshire
$257K – – –
TC
332
TAP Consulting
Missouri
$257K +$257K +3,276 New
MBTD
333
Mechanics Bank - Trust Department
California
$256K – – –
AMG
334
Advisors Management Group
Wisconsin
$254K +$254K +3,236 New
ZF
335
Zhang Financial
Michigan
$251K -$47K -600 -16%
M
336
MOTCO
Texas
$248K – – –
QCMC
337
Quantum Capital Management (California)
California
$247K -$5.02K -64 -2%
WA
338
Wealth Architects
California
$244K +$472 +6 +0.2%
AllianceBernstein
339
AllianceBernstein
Tennessee
$242K +$242K +3,078 New
CIA
340
Choate Investment Advisors
Massachusetts
$242K +$242K +3,080 New
LYV
341
Live Your Vision
Pennsylvania
$238K – – –
CWM
342
Cahaba Wealth Management
Georgia
$238K +$2.35K +30 +1%
ANTB
343
AMG National Trust Bank
Colorado
$235K – – –
AIM
344
Advantage Investment Management
Iowa
$233K -$4.87K -62 -2%
WB
345
WesBanco Bank
West Virginia
$233K -$2.51K -32 -1%
SMG
346
Spectrum Management Group
Indiana
$233K – – –
EWM
347
Endurance Wealth Management
Rhode Island
$232K – – –
GC
348
Grimes & Company
Massachusetts
$221K +$221K +2,814 New
TPA
349
Trivium Point Advisory
Connecticut
$220K +$220K +2,800 New
RMDI
350
R.M. Davis Inc
Maine
$220K +$220K +2,808 New
12 13
14
15 16