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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
426
Creative Financial Designs
Indiana
$3K – – –
ML
427
McAdam LLC
Pennsylvania
$2K +$2K +24 New
CF
428
Centaurus Financial
California
$1.02K -$1.15M -13,492 -100%
FRA
429
Front Row Advisors
California
$166 – – –
CGH
430
Crossmark Global Holdings
Texas
– -$1.5M -18,568 Closed
SEI Investments
431
SEI Investments
Pennsylvania
– -$1.1M -13,524 Closed
LNC
432
Lincoln National Corp
Pennsylvania
– -$556K -6,864 Closed
Renaissance Technologies
433
Renaissance Technologies
New York
– -$535K -6,600 Closed
HCA
434
Harbour Capital Advisors
Virginia
– -$519K -6,410 Closed
EAM
435
Evanson Asset Management
California
– -$463K -5,722 Closed
MWM
436
Meridian Wealth Management
Kentucky
– -$421K -5,202 Closed
BIA
437
BHK Investment Advisors
Alabama
– -$305K -3,768 Closed
PWA
438
Peterson Wealth Advisors
Utah
– -$217K -2,674 Closed
Comerica Bank
439
Comerica Bank
Texas
– -$207K -2,522 Closed
LF
440
Lee Financial
Texas
– -$178K -2,200 Closed
RWP
441
RWA Wealth Partners
Massachusetts
– -$178K -2,194 Closed
AWA
442
Acorn Wealth Advisors
Michigan
– -$133K -1,638 Closed
MBT
443
Monroe Bank & Trust
Michigan
– -$101K -1,250 Closed
B
444
Bridgeworth
Alabama
– -$93K -1,156 Closed
CPA
445
Clear Perspective Advisors
Illinois
– -$68K -842 Closed
GFP
446
Gryphon Financial Partners
Ohio
– -$61K -748 Closed
SMFS
447
Squar Milner Financial Services
California
– -$38K -464 Closed
FIA
448
FNY Investment Advisers
New York
– -$21K -270 Closed
BCA
449
Bay Colony Advisors
Massachusetts
– -$9K -114 Closed
JCM
450
Jacobi Capital Management
Pennsylvania
– -$9K -106 Closed
15 16 17
18
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