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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 %
UWPG
51
Ullmann Wealth Partners Group
Florida
$10.3M -$285K -3,512 -3%
CPSAC
52
Chas P. Smith & Associates (CPS)
Florida
$10M -$257K -3,168 -2%
KWMG
53
King Wealth Management Group
Florida
$9.4M +$94.8K +1,170 +1%
MWM
54
Merriman Wealth Management
Washington
$9.33M +$9.33M +115,188 New
CC
55
Courier Capital
New York
$9.13M +$28K +346 +0.3%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$9.1M -$3.64M -44,878 -29%
MGIA
57
Moneta Group Investment Advisors
Missouri
$8.85M +$3.05M +37,660 +53%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$8.84M -$211K -2,608 -2%
FAM
59
Flaharty Asset Management
Florida
$8.51M +$1.04M +12,878 +14%
AMG
60
Asset Management Group
Connecticut
$8.49M -$41K -506 -0.5%
EPP
61
ETF Portfolio Partners
Kansas
$8.47M +$66.6K +822 +0.8%
ADL
62
Asset Dedication LLC
California
$7.66M -$79K -976 -1%
RFC
63
Regions Financial Corp
Alabama
$7.14M -$1.11M -13,710 -13%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$6.67M +$337K +4,158 +5%
KFA
65
Kays Financial Advisory
Georgia
$6.34M -$167K -2,066 -3%
GLA
66
Great Lakes Advisors
Illinois
$6.15M +$69.2K +854 +1%
MA
67
MUFG Americas
New York
$6.08M +$149K +1,840 +3%
CWM
68
Cranbrook Wealth Management
Michigan
$5.96M -$53.6K -662 -0.9%
GT
69
Greenleaf Trust
Michigan
$5.59M +$98.8K +1,220 +2%
RWA
70
River Wealth Advisors
Pennsylvania
$5.34M -$126K -1,560 -2%
CIM
71
Confluence Investment Management
Missouri
$5.23M -$2.11M -26,030 -29%
SPC
72
Sigma Planning Corp
Michigan
$5.07M +$414K +5,116 +9%
SPIA
73
Steward Partners Investment Advisory
New York
$5.06M +$384K +4,738 +8%
US Bancorp
74
US Bancorp
Minnesota
$5.03M +$275K +3,396 +6%
FC
75
Ferris Capital
Massachusetts
$5.01M – – –
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