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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 %
LPC
426
Loeb Partners Corp
New York
$10K +$10K +150 New
FHA
427
Flagship Harbor Advisors
Massachusetts
$9K -$4.15K -60 -32%
ESB
428
Essex Savings Bank
Connecticut
$9K +$9K +136 New
AWM
429
Aevitas Wealth Management
Massachusetts
$8K – – –
LNB
430
Ledyard National Bank
$8K – – –
PMFA
431
Plante Moran Financial Advisors
Michigan
$8K – – –
PCTC
432
Perkins Coie Trust Company
Washington
$8K – – –
CTC
433
Central Trust Company
Missouri
$7K – – –
LWM
434
Liberty Wealth Management
California
$7K +$7K +114 New
MFT
435
Moisand Fitzgerald Tamayo
Florida
$5K – – –
LFA
436
Legacy Financial Advisors
Kentucky
$5K – – –
SHJ
437
Sharkey, Howes & Javer
Colorado
$4K – – –
AIC
438
Archer Investment Corporation
Indiana
$4K +$4K +58 New
AssetMark Inc
439
AssetMark Inc
California
$3K -$2.5K -40 -45%
CFD
440
Creative Financial Designs
Indiana
$3K – – –
RIA
441
RPG Investment Advisory
California
$3K – – –
RMC
442
Resources Management Corp
Connecticut
$3K +$3K +50 New
UB
443
UMB Bank
Missouri
$1.83K +$56 +804 +3%
GT
444
Glenmede Trust
Pennsylvania
$1.72K +$96 +1,390 +6%
Parallax Volatility Advisers
445
Parallax Volatility Advisers
California
$1K -$14.8K -266 -94%
AMCA
446
Arthur M. Cohen & Associates
Illinois
$860 +$860 +12,426 New
EFS
447
Edelman Financial Services
Virginia
– -$167M -1,991,738 Closed
RJFSA
448
Raymond James Financial Services Advisors
Florida
– -$15.3M -182,378 Closed
CS
449
Credit Suisse
Switzerland
– -$9.26M -110,700 Closed
KCM
450
Karp Capital Management
California
– -$3.27M -39,090 Closed
16 17
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