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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 %
BPWA
351
Beacon Pointe Wealth Advisors
California
$215K +$215K +2,740 New
HH
352
Hilltop Holdings
Texas
$213K +$213K +2,710 New
BF
353
Blankinship & Foster
California
$204K +$204K +2,600 New
AF
354
Alerus Financial
North Dakota
$203K +$203K +2,584 New
NAS
355
Nicolet Advisory Services
Wisconsin
$203K +$203K +2,584 New
SG
356
StoneX Group
New York
$203K +$203K +2,590 New
NCM
357
Narwhal Capital Management
Georgia
$200K +$200K +2,552 New
RFWA
358
RPg Family Wealth Advisory
Massachusetts
$194K -$55.3K -704 -22%
SWM
359
SeaCrest Wealth Management
New York
$190K +$24K +306 +14%
PFBT
360
Parkside Financial Bank & Trust
Missouri
$185K – – –
VNA
361
Valley National Advisers
Pennsylvania
$182K – – –
LB
362
Legacy Bridge
Iowa
$170K – – –
TSW
363
Thompson Siegel & Walmsley
Virginia
$164K -$4.94M -62,718 -97%
FRA
364
Front Row Advisors
California
$161K – – –
CFA
365
Carroll Financial Associates
North Carolina
$157K +$6.42K +82 +4%
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$153K -$6.29K -80 -4%
IA
367
IFP Advisors
Florida
$142K -$1.3M -16,634 -90%
BlackRock
368
BlackRock
New York
$142K -$69.7K -884 -33%
OIA
369
OneDigital Investment Advisors
Kansas
$140K -$101K -1,290 -42%
ST
370
Smithfield Trust
Pennsylvania
$134K – – –
GWS
371
Glassman Wealth Services
Virginia
$128K – – –
FNB
372
Farmers National Bank
Kentucky
$125K +$125K +1,596 New
CHP
373
Cable Hill Partners
Oregon
$118K +$22K +280 +23%
GRP
374
Global Retirement Partners
California
$117K – – –
CCM
375
Covington Capital Management
California
$117K +$50.3K +642 +76%
13 14
15
16 17