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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
476
Blankinship & Foster
California
– -$218K -2,600 Closed
AF
477
Alerus Financial
North Dakota
– -$216K -2,584 Closed
DCM
478
Donaldson Capital Management
Indiana
– -$215K -2,568 Closed
DC
479
Davenport & Co
Virginia
– -$214K -2,560 Closed
CAM
480
Concorde Asset Management
Michigan
– -$211K -2,518 Closed
NCM
481
Narwhal Capital Management
Georgia
– -$209K -2,500 Closed
IWC
482
Integrated Wealth Concepts
Massachusetts
– -$208K -2,496 Closed
HIMC
483
Heritage Investors Management Corp
Maryland
– -$203K -2,430 Closed
OBWP
484
O'Brien Wealth Partners
Massachusetts
– -$153K -1,830 Closed
SCM
485
Southport Capital Management
Tennessee
– -$148K -1,770 Closed
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
– -$96K -1,144 Closed
KF
487
Krilogy Financial
Missouri
– -$91K -1,088 Closed
QCG
488
Quadrant Capital Group
Ohio
– -$88K -1,054 Closed
MCM
489
Mainstay Capital Management
Michigan
– -$46K -548 Closed
DWA
490
Divergent Wealth Advisors
Utah
– -$30K -366 Closed
AA
491
Ancora Advisors
Ohio
– -$29K -352 Closed
TC
492
Trilogy Capital
California
– -$26K -312 Closed
WF
493
WealthTrust Fairport
Ohio
– -$26K -310 Closed
BA
494
Ballew Advisors
Mississippi
– -$20K -274 Closed
GP
495
Girard Partners
Pennsylvania
– -$21K -258 Closed
TPWA
496
TRUE Private Wealth Advisors
Oregon
– -$21K -250 Closed
ECM
497
Exchange Capital Management
Michigan
– -$20K -234 Closed
BWM
498
Baystate Wealth Management
Massachusetts
– -$12K -146 Closed
EWM
499
Elmwood Wealth Management
California
– -$12.2K -146 Closed
TFS
500
TrustCore Financial Services
Tennessee
– -$7K -80 Closed
17 18 19
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