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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 %
IFS
451
Ifrah Financial Services
Arkansas
– -$3.06M -36,540 Closed
SWM
452
Sequoia Wealth Management
Illinois
– -$2.57M -30,684 Closed
SCA
453
STALEY CAPITAL ADVISERS
Pennsylvania
– -$1.14M -13,600 Closed
IP
454
Intellectus Partners
California
– -$974K -11,600 Closed
MA
455
Mutual Advisors
Nebraska
– -$963K -11,514 Closed
EWF
456
Epstein & White Financial
California
– -$698K -8,206 Closed
CGT
457
Capital Guardian Trust
California
– -$595K -7,112 Closed
Jane Street
458
Jane Street
New York
– -$509K -6,080 Closed
FA
459
FDx Advisors
Illinois
– -$471K -5,626 Closed
AllianceBernstein
460
AllianceBernstein
Tennessee
– -$466K -5,566 Closed
AFP
461
Ausdal Financial Partners
Iowa
– -$447K -5,338 Closed
CAS
462
Cue Advisory Services
Arizona
– -$387K -4,620 Closed
Kovitz Investment Group Partners
463
Kovitz Investment Group Partners
Illinois
– -$378K -4,522 Closed
Manulife (Manufacturers Life Insurance)
464
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$357K -4,268 Closed
TRCT
465
Tower Research Capital (TRC)
New York
– -$352K -4,206 Closed
PC
466
Peavine Capital
Nevada
– -$335K -4,000 Closed
FHC
467
First Heartland Consultants
Missouri
– -$313K -3,740 Closed
BCM
468
Brookstone Capital Management
Illinois
– -$282K -3,366 Closed
SG
469
StoneX Group
New York
– -$263K -3,148 Closed
SAM
470
Summit Asset Management
Tennessee
– -$254K -3,032 Closed
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
– -$251K -3,000 Closed
HH
472
Hilltop Holdings
Texas
– -$234K -2,800 Closed
WS
473
Wedbush Securities
California
– -$234K -2,798 Closed
AMG
474
Advisors Management Group
Wisconsin
– -$233K -2,788 Closed
PBO
475
Peoples Bank (Ohio)
Ohio
– -$229K -2,740 Closed
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