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

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$26.2M +$1.58M +18,936 +6%
BF
27
BOK Financial
Oklahoma
$23.8M -$569K -6,798 -2%
MCM
28
MAI Capital Management
Ohio
$22.8M +$1.94M +23,136 +9%
RCA
29
Rex Capital Advisors
Rhode Island
$21M +$167 +2 +0%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$19.8M +$2.52M +30,256 +15%
FMC
31
First Merchants Corp
Indiana
$19.2M -$501K -5,992 -3%
DPIM
32
Duff & Phelps Investment Management
Illinois
$18.8M +$58.6K +700 +0.3%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$17.8M +$35K +418 +0.2%
1IA
34
1834 Investment Advisors
Wisconsin
$16.7M +$444K +5,310 +3%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$16.1M +$161K +1,930 +1%
CA
36
Centerpoint Advisors
Massachusetts
$15.8M -$5.88M -70,266 -27%
TYCC
37
Texas Yale Capital Corp
Florida
$15.5M -$75.3K -900 -0.5%
LFS
38
Lutz Financial Services
Nebraska
$15.3M +$507K +6,060 +3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$15.3M +$428K +5,120 +3%
LMIM
40
Lockheed Martin Investment Management
Maryland
$13.5M -$1.91M -22,800 -12%
LI
41
LVZ Inc
Michigan
$13.5M -$2.55M -31,806 -16%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$13.1M +$95.2K +1,138 +0.7%
FHB
43
First Hawaiian Bank
Hawaii
$12.9M -$8.87K -106 -0.1%
SFI
44
SPC Financial Inc
Maryland
$12.5M +$114K +1,360 +0.9%
KPCM
45
Kings Point Capital Management
New York
$11.6M -$95K -1,136 -0.8%
M&T Bank
46
M&T Bank
New York
$11.4M -$219K -2,618 -2%
CAL
47
Capital Advisors Ltd
Ohio
$11.3M +$79.3K +948 +0.7%
HighTower Advisors
48
HighTower Advisors
Illinois
$10.9M -$101K -1,196 -0.9%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$10.8M -$265K -3,162 -2%
GIA
50
GHP Investment Advisors
Colorado
$10.6M -$269K -3,212 -2%
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