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

420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.64%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
36
Increased
136
Reduced
141
Closed
34
Calls
$355K
Puts
$232K
Net Calls
+$123K
Net Calls Change
+$491K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.8M
2
Members Trust
Members Trust
Florida
+$9M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.82M
5
FAM
Flaharty Asset Management
Florida
+$6.49M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
CFB
Cullen/Frost Bankers
Texas
-$10.1M
3
Axa
Axa
France
-$6.55M
4
Stifel Financial
Stifel Financial
Missouri
-$5.94M
5
Northern Trust
Northern Trust
Illinois
-$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$20.7M -$1.5M -19,414 -7%
Truist Financial
27
Truist Financial
North Carolina
$20.5M +$2.07M +26,848 +11%
RCA
28
Rex Capital Advisors
Rhode Island
$19.8M +$128K +1,662 +0.7%
FMC
29
First Merchants Corp
Indiana
$18M -$603K -7,806 -3%
MCM
30
MAI Capital Management
Ohio
$17.7M +$635K +8,218 +4%
DPIM
31
Duff & Phelps Investment Management
Illinois
$17.3M +$77.2K +1,000 +0.4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$16M +$1.12M +14,442 +8%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$15.4M -$634K -8,206 -4%
GIA
34
GHP Investment Advisors
Colorado
$15.2M -$196K -2,540 -1%
TYCC
35
Texas Yale Capital Corp
Florida
$15M -$674K -8,730 -4%
LI
36
LVZ Inc
Michigan
$14.8M +$542K +7,012 +4%
1IA
37
1834 Investment Advisors
Wisconsin
$14.6M +$418K +5,414 +3%
CA
38
Centerpoint Advisors
Massachusetts
$14M -$315K -4,080 -2%
LFS
39
Lutz Financial Services
Nebraska
$13.9M -$295K -3,814 -2%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$13.8M -$609K -7,880 -4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$13.1M -$2.79M -36,122 -18%
FHB
42
First Hawaiian Bank
Hawaii
$12.7M -$776K -10,040 -6%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$12.1M +$340K +4,400 +3%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$12.1M -$2.86M -37,014 -19%
M&T Bank
45
M&T Bank
New York
$12M -$753K -9,752 -6%
MIAN
46
Mariner Independent Advisor Network
Kansas
$11.9M +$7.85M +101,608 +195%
SFI
47
SPC Financial Inc
Maryland
$11.3M +$169K +2,182 +2%
KPCM
48
Kings Point Capital Management
New York
$10.9M +$315K +4,074 +3%
CAL
49
Capital Advisors Ltd
Ohio
$10.4M -$71.7K -928 -0.7%
CPSAC
50
Chas P. Smith & Associates (CPS)
Florida
$9.82M -$245K -3,178 -2%
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