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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 %
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$28.9K -$7.73K -100 -21%
DWA
377
Divergent Wealth Advisors
Utah
$28K +$28K +366 New
IF
378
Ironwood Financial
Arizona
$25K – – –
IBOK
379
Independence Bank of Kentucky
Kentucky
$25K +$21.2K +276 +552%
DSC
380
Duncker Streett & Co
Missouri
$24K – – –
PS
381
Portfolio Solutions
Michigan
$24K – – –
FEG
382
Financial Enhancement Group
Indiana
$24K +$24K +310 New
AOWM
383
Alpha Omega Wealth Management
Virginia
$23K – – –
BFC
384
Bedel Financial Consulting
Indiana
$21K +$21K +272 New
BA
385
Ballew Advisors
Mississippi
$21K +$21K +274 New
FCFS
386
First Command Financial Services
Texas
$20K – – –
FCB
387
First Command Bank
Texas
$19.9K – – –
TSW
388
Thompson Siegel & Walmsley
Virginia
$19K +$5.21K +68 +38%
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
POIA
390
Pin Oak Investment Advisors
Texas
$17K -$16.8K -220 -50%
SFG
391
SevenBridge Financial Group
Pennsylvania
$17K -$5.56K -70 -25%
CB
392
CNB Bank
Pennsylvania
$17K – – –
VCM
393
Virtue Capital Management
Tennessee
$16K -$255K -3,216 -94%
TL
394
TrueWealth LLC
Georgia
$16K – – –
WC
395
Whitnell & Co
Illinois
$15K – – –
CBT
396
Central Bank & Trust
Kentucky
$15K – – –
OSNBOA
397
Old Second National Bank of Aurora
Illinois
$14K – – –
PS
398
Portfolio Strategies
New York
$12K – – –
WTB
399
Washington Trust Bank
Washington
$12K – – –
MFW
400
Mosaic Family Wealth
Missouri
$12K – – –
14 15
16
17 18