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

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
451
Plante Moran Financial Advisors
Michigan
$9K – – –
AWM
452
Aevitas Wealth Management
Massachusetts
$9K – – –
LWM
453
Liberty Wealth Management
California
$8K – – –
CTC
454
Central Trust Company
Missouri
$8K – – –
SIS
455
Sound Income Strategies
Florida
$8K +$8K +100 New
SQA
456
Simon Quick Advisors
New Jersey
$7K +$7K +92 New
MFT
457
Moisand Fitzgerald Tamayo
Florida
$6K – – –
LFA
458
Legacy Financial Advisors
Kentucky
$6K – – –
WWM
459
Willingdon Wealth Management
North Carolina
$6K +$6K +82 New
AIC
460
Archer Investment Corporation
Indiana
$5K – – –
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.24K +$4.24K +54 New
AssetMark Inc
462
AssetMark Inc
California
$4K – – –
KFS
463
Kelly Financial Services
Massachusetts
$3.76K +$3.76K +48 New
RIA
464
RPG Investment Advisory
California
$3K – – –
CFD
465
Creative Financial Designs
Indiana
$3K – – –
QAM
466
QCI Asset Management
New York
$3K +$3K +44 New
GT
467
Glenmede Trust
Pennsylvania
$1.93K -$20 -250 -1%
JPLA
468
Joseph P. Lucia & Associates
New York
$39 +$39 +12,670 New
WIA
469
World Investment Advisors
California
– -$17.1M -246,668 Closed
LI
470
LVZ Inc
Michigan
– -$11.9M -171,612 Closed
ACA
471
Anchor Capital Advisors
Massachusetts
– -$8.08M -116,780 Closed
Citadel Advisors
472
Citadel Advisors
Florida
– -$2.99M -43,174 Closed
WIC
473
Whitegate Investment Counselors
New Hampshire
– -$1.34M -19,434 Closed
CL
474
Cabana LLC
Arkansas
– -$771K -11,142 Closed
NI
475
Nuance Investments
Missouri
– -$679K -9,814 Closed
16 17 18
19
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