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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 %
BF
26
BOK Financial
Oklahoma
$22.4M +$2.7M +39,060 +14%
KeyBank National Association
27
KeyBank National Association
Ohio
$22.4M -$1.33M -19,294 -6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$22.3M -$9.4M -135,854 -30%
MCM
29
MAI Capital Management
Ohio
$20.7M +$1.89M +27,288 +10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$19.1M -$2.5M -36,134 -12%
RCA
31
Rex Capital Advisors
Rhode Island
$18.2M +$835K +12,076 +5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$17.7M +$8.78M +126,890 +99%
WIA
33
World Investment Advisors
California
$17.1M +$17.1M +246,668 New
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$15.9M +$1.21M +17,442 +8%
DPIM
35
Duff & Phelps Investment Management
Illinois
$15.6M +$41.5K +600 +0.3%
FMC
36
First Merchants Corp
Indiana
$15.5M -$352K -5,092 -2%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$15.1M +$1.77M +25,608 +13%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$14.9M -$1.53M -22,080 -9%
1IA
39
1834 Investment Advisors
Wisconsin
$14.3M +$501K +7,248 +4%
EIP
40
Ellis Investment Partners
Pennsylvania
$14.3M +$14.3M +206,588 New
FAM
41
Flaharty Asset Management
Florida
$14M +$6.5M +94,030 +86%
TYCC
42
Texas Yale Capital Corp
Florida
$12.6M -$178K -2,570 -1%
CFB
43
Cullen/Frost Bankers
Texas
$12.1M +$9.42M +136,152 +345%
LFS
44
Lutz Financial Services
Nebraska
$12M -$630K -9,102 -5%
SFI
45
SPC Financial Inc
Maryland
$11.9M +$1.57M +22,760 +15%
LI
46
LVZ Inc
Michigan
$11.9M +$244K +3,526 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$11M +$2.06M +29,778 +23%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$10.7M -$117K -1,696 -1%
FHB
49
First Hawaiian Bank
Hawaii
$10.3M -$336K -4,854 -3%
SPIA
50
Steward Partners Investment Advisory
New York
$9.93M +$5.4M +78,000 +119%
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