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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 %
TWA
351
TCI Wealth Advisors
Arizona
$65K -$8.47K -110 -12%
CPA
352
Clear Perspective Advisors
Illinois
$65K – – –
CFG
353
Citizens Financial Group
Rhode Island
$63K -$6.22K -80 -9%
GFP
354
Gryphon Financial Partners
Ohio
$58K – – –
FCMT
355
Founders Capital Management (Texas)
Texas
$57K +$306 +4 +0.5%
TIM
356
Tortoise Investment Management
New York
$55K – – –
GRP
357
Global Retirement Partners
California
$52K – – –
AF
358
Advisornet Financial
Minnesota
$48K +$312 +4 +0.7%
PGWM
359
Parisi Gray Wealth Management
New Jersey
$47K – – –
ECM
360
Exchange Capital Management
Michigan
$43K +$18.2K +234 +73%
MCM
361
Mainstay Capital Management
Michigan
$42K – – –
VFA
362
Valeo Financial Advisors
Indiana
$41K -$28.4K -364 -41%
CFN
363
Cordasco Financial Network
Florida
$40K – – –
S
364
SignatureFD
Georgia
$40K +$40K +520 New
CFA
365
Carroll Financial Associates
North Carolina
$38K – – –
SP
366
SWS Partners
Ohio
$38K – – –
ANBT
367
American National Bank & Trust
Texas
$36K – – –
OIA
368
Optimum Investment Advisors
Illinois
$36K +$36K +460 New
UBS AM
369
UBS AM
Illinois
$33.7K +$26.9K +348 +395%
TF
370
Tompkins Financial
New York
$33K – – –
FANJ
371
Financial Architects (New Jersey)
New Jersey
$31K – – –
ZB
372
Zions Bancorporation
Utah
$31K – – –
CCM
373
Cribstone Capital Management
Maine
$30K -$11.6K -152 -28%
DBT
374
Dubuque Bank & Trust
Iowa
$29K -$61.5K -806 -68%
HR
375
Howe & Rusling
New York
$29K – – –
13 14
15
16 17