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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 %
FIB
376
First Interstate Bank
Montana
$115K – – –
CDIA
377
Capital Directions Investment Advisors
Georgia
$110K -$1.26K -16 -1%
DWM
378
Destination Wealth Management
California
$108K -$44K -560 -29%
CIAS
379
Capital Investment Advisory Services
North Carolina
$108K -$25.7K -328 -19%
FEG
380
Financial Enhancement Group
Indiana
$108K +$83.7K +1,066 +344%
CHC
381
City Holding Co
West Virginia
$106K – – –
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$99.2K -$13.3K -170 -12%
JGIA
383
Jackson Grant Investment Advisers
Connecticut
$99K +$470 +6 +0.5%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$93K -$3.28K -42 -3%
SFSIG
385
San Francisco Sentry Investment Group
California
$88K – – –
KTC
386
Kistler-Tiffany Companies
Pennsylvania
$88K +$157 +2 +0.2%
SIAS
387
Shine Investment Advisory Services
Colorado
$84K – – –
VFA
388
Valeo Financial Advisors
Indiana
$83K +$7.57K +96 +10%
GAM
389
Gemmer Asset Management
California
$80K – – –
RIA
390
Realta Investment Advisors
Delaware
$74K +$74K +944 New
UBS AM
391
UBS AM
Illinois
$69.9K +$37.2K +474 +114%
WCG
392
Weaver Consulting Group
California
$69K +$69K +880 New
TWA
393
TCI Wealth Advisors
Arizona
$66K – – –
ONST
394
Old North State Trust
North Carolina
$64K – – –
MCM
395
Manchester Capital Management
Vermont
$63K +$63K +800 New
OC
396
Oakworth Capital
Alabama
$57K – – –
TIM
397
Tortoise Investment Management
New York
$56K – – –
SWP
398
Strategic Wealth Partners
Ohio
$56K – – –
FCMT
399
Founders Capital Management (Texas)
Texas
$55K -$3.91K -50 -7%
BCA
400
Berman Capital Advisors
Georgia
$55K +$313 +4 +0.6%
14 15
16
17 18