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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 %
TC
401
Trilogy Capital
California
$12K +$12K +156 New
EWM
402
Elmwood Wealth Management
California
$11.3K +$11.3K +146 New
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
EA
404
Edge Advisors
Georgia
$11K +$11K +152 New
LNB
405
Ledyard National Bank
$10K – – –
PMFA
406
Plante Moran Financial Advisors
Michigan
$9K – – –
PCTC
407
Perkins Coie Trust Company
Washington
$9K – – –
AWM
408
Aevitas Wealth Management
Massachusetts
$9K – – –
IIC
409
Integrated Investment Consultants
Michigan
$9K +$9K +112 New
CTC
410
Central Trust Company
Missouri
$8K -$8K -100 -50%
JCM
411
Jacobi Capital Management
Pennsylvania
$8K +$8K +106 New
AssetMark Inc
412
AssetMark Inc
California
$7K – – –
MFT
413
Moisand Fitzgerald Tamayo
Florida
$6K – – –
TFS
414
TrustCore Financial Services
Tennessee
$6K – – –
BCI
415
Brinker Capital Investments
Pennsylvania
$5K – – –
LFA
416
Legacy Financial Advisors
Kentucky
$5K – – –
SHJ
417
Sharkey, Howes & Javer
Colorado
$4K – – –
RIA
418
RPG Investment Advisory
California
$3K – – –
KCPG
419
Kavar Capital Partners Group
Kansas
$1K +$1K +12 New
SXL
420
Summit X LLC
Missouri
– -$2.05M -25,620 Closed
TH
421
Timber Hill
Connecticut
– -$1.85M -23,086 Closed
BCM
422
Becker Capital Management
Oregon
– -$1.33M -16,590 Closed
ACP
423
Arcus Capital Partners
Georgia
– -$1.2M -14,948 Closed
SWM
424
Strategic Wealth Management
Washington
– -$1.07M -13,420 Closed
AMCA
425
Arthur M. Cohen & Associates
Illinois
– -$860 -12,426 Closed
15 16
17
18 19