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

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
351
Mainstay Capital Management
Michigan
$44K – – –
S
352
SignatureFD
Georgia
$42K – – –
CFN
353
Cordasco Financial Network
Florida
$42K – – –
VFA
354
Valeo Financial Advisors
Indiana
$41K -$2.13K -26 -5%
CFA
355
Carroll Financial Associates
North Carolina
$40K – – –
MFBTD
356
MB Financial Bank - Trust Department
Illinois
$40K +$40K +496 New
ANBT
357
American National Bank & Trust
Texas
$38K – – –
SMFS
358
Squar Milner Financial Services
California
$38K +$38K +464 New
OIA
359
Optimum Investment Advisors
Illinois
$37K – – –
UBS AM
360
UBS AM
Illinois
$35.3K – – –
TF
361
Tompkins Financial
New York
$35K – – –
FANJ
362
Financial Architects (New Jersey)
New Jersey
$32K – – –
CCM
363
Cribstone Capital Management
Maine
$32K – – –
DBT
364
Dubuque Bank & Trust
Iowa
$31K – – –
DWA
365
Divergent Wealth Advisors
Utah
$30K – – –
IBOK
366
Independence Bank of Kentucky
Kentucky
$26K – – –
DSC
367
Duncker Streett & Co
Missouri
$25K – – –
FEG
368
Financial Enhancement Group
Indiana
$25K – – –
AOWM
369
Alpha Omega Wealth Management
Virginia
$24K – – –
SIAP
370
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K +$24K +308 New
IF
371
Ironwood Financial
Arizona
$23K -$4.11K -50 -15%
BA
372
Ballew Advisors
Mississippi
$22K – – –
BFC
373
Bedel Financial Consulting
Indiana
$22K – – –
FCB
374
First Command Bank
Texas
$21K – – –
FCFS
375
First Command Financial Services
Texas
$21K – – –
13 14
15
16 17