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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 %
HI
401
Hudock Inc
Pennsylvania
$23K +$135 +2 +0.6%
DSC
402
Duncker Streett & Co
Missouri
$22K – – –
SIAP
403
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K -$21K -308 -50%
AOWM
404
Alpha Omega Wealth Management
Virginia
$21K – – –
TNBTD
405
Trustmark National Bank Trust Department
Mississippi
$21K – – –
IBOK
406
Independence Bank of Kentucky
Kentucky
$19K -$3.44K -50 -15%
IF
407
Ironwood Financial
Arizona
$19K – – –
BFC
408
Bedel Financial Consulting
Indiana
$19K – – –
CTB
409
Country Trust Bank
Illinois
$18K – – –
FCFS
410
First Command Financial Services
Texas
$18K – – –
FCB
411
First Command Bank
Texas
$18K – – –
WTB
412
Washington Trust Bank
Washington
$17K -$45.2K -644 -73%
WCM
413
WealthBridge Capital Management
Ohio
$17K +$17K +250 New
SFG
414
SevenBridge Financial Group
Pennsylvania
$15K – – –
CB
415
CNB Bank
Pennsylvania
$15K – – –
SFC
416
SYM Financial Corp
Indiana
$14K – – –
TL
417
TrueWealth LLC
Georgia
$14K – – –
CBT
418
Central Bank & Trust
Kentucky
$14K – – –
RPG
419
Risk Paradigm Group
Texas
$13.8K – – –
OSNBOA
420
Old Second National Bank of Aurora
Illinois
$12K – – –
BWM
421
BerganKDV Wealth Management
Minnesota
$12K – – –
KL
422
KWMG LLC
Kansas
$11K – – –
LGWM
423
Litman Gregory Wealth Management
California
$11K – – –
MFW
424
Mosaic Family Wealth
Missouri
$10K – – –
AF
425
Allworth Financial
California
$10K +$400 +6 +4%
15 16
17
18 19