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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 %
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$140K -$46K -666 -25%
CFA
352
Carroll Financial Associates
North Carolina
$137K +$101K +1,422 +284%
DWM
353
Destination Wealth Management
California
$134K – – –
CIAS
354
Capital Investment Advisory Services
North Carolina
$118K -$2.43M -35,046 -95%
ST
355
Smithfield Trust
Pennsylvania
$118K – – –
GWS
356
Glassman Wealth Services
Virginia
$113K – – –
GRP
357
Global Retirement Partners
California
$103K +$56.3K +816 +121%
FIB
358
First Interstate Bank
Montana
$101K – – –
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$99.2K +$14.5K +210 +17%
CDIA
360
Capital Directions Investment Advisors
Georgia
$98K – – –
CHC
361
City Holding Co
West Virginia
$93K – – –
JGIA
362
Jackson Grant Investment Advisers
Connecticut
$87K +$830 +12 +1%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$85K +$69K +1,000 +431%
CHP
364
Cable Hill Partners
Oregon
$84K +$84K +1,220 New
SFSIG
365
San Francisco Sentry Investment Group
California
$78K – – –
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$78K +$417 +6 +0.5%
SIAS
367
Shine Investment Advisory Services
Colorado
$74K -$18K -260 -20%
GAM
368
Gemmer Asset Management
California
$71K – – –
VFA
369
Valeo Financial Advisors
Indiana
$66K +$20K +290 +44%
DWM
370
Doyle Wealth Management
Florida
$65K +$65K +944 New
PG
371
Patten Group
Tennessee
$63K -$169K -2,442 -73%
SSB
372
Sandy Spring Bank
Maryland
$60K +$13.9K +200 +30%
CCM
373
Covington Capital Management
California
$59K – – –
TWA
374
TCI Wealth Advisors
Arizona
$58K – – –
ONST
375
Old North State Trust
North Carolina
$56K – – –
13 14
15
16 17