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

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$23.2M +$1.75M +21,568 +8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$21.4M -$227K -2,806 -1%
CA
28
Centerpoint Advisors
Massachusetts
$21M +$6.28M +77,560 +43%
RCA
29
Rex Capital Advisors
Rhode Island
$20.3M -$447K -5,520 -2%
MCM
30
MAI Capital Management
Ohio
$20.2M +$1.65M +20,424 +9%
FMC
31
First Merchants Corp
Indiana
$19.1M +$228K +2,818 +1%
DPIM
32
Duff & Phelps Investment Management
Illinois
$18.2M +$32.4K +400 +0.2%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$17.2M +$2.73M +33,690 +19%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$16.8M +$105K +1,294 +0.6%
LI
35
LVZ Inc
Michigan
$16.2M +$622K +7,680 +4%
1IA
36
1834 Investment Advisors
Wisconsin
$15.7M +$427K +5,276 +3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$15.4M -$771K -9,522 -5%
TYCC
38
Texas Yale Capital Corp
Florida
$15.1M -$698K -8,616 -4%
LMIM
39
Lockheed Martin Investment Management
Maryland
$15M +$7.28M +89,800 +95%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$14.4M +$614K +7,574 +4%
LFS
41
Lutz Financial Services
Nebraska
$14.3M -$239K -2,954 -2%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$12.6M -$109K -1,346 -0.9%
FHB
43
First Hawaiian Bank
Hawaii
$12.5M -$847K -10,458 -6%
SFI
44
SPC Financial Inc
Maryland
$12M +$113K +1,398 +1%
KPCM
45
Kings Point Capital Management
New York
$11.3M -$158K -1,952 -1%
M&T Bank
46
M&T Bank
New York
$11.3M -$1.37M -16,924 -11%
CAL
47
Capital Advisors Ltd
Ohio
$10.9M -$33.4K -412 -0.3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$10.7M +$489K +6,036 +5%
HighTower Advisors
49
HighTower Advisors
Illinois
$10.6M +$579K +7,164 +6%
GIA
50
GHP Investment Advisors
Colorado
$10.5M -$5.42M -66,864 -34%
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