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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 %
UWPG
51
Ullmann Wealth Partners Group
Florida
$10.5M -$84.5K -1,010 -0.8%
CPSAC
52
Chas P. Smith & Associates (CPS)
Florida
$9.75M -$622K -7,430 -6%
KWMG
53
King Wealth Management Group
Florida
$9.73M +$25.6K +306 +0.3%
MWM
54
Merriman Wealth Management
Washington
$9.65M +$8.2K +98 +0.1%
CC
55
Courier Capital
New York
$9.44M +$11K +132 +0.1%
CS
56
Credit Suisse
Switzerland
$9.26M +$9.26M +110,700 New
MGIA
57
Moneta Group Investment Advisors
Missouri
$9.12M -$15.6K -186 -0.2%
FAM
58
Flaharty Asset Management
Florida
$9.05M +$315K +3,794 +4%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$9.02M -$99.9K -1,194 -1%
EPP
60
ETF Portfolio Partners
Kansas
$8.79M +$40.2K +480 +0.5%
AMG
61
Asset Management Group
Connecticut
$8.77M +$2.34K +28 +0%
ADL
62
Asset Dedication LLC
California
$8.19M +$267K +3,188 +3%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$8.13M -$1.26M -15,118 -13%
RFC
64
Regions Financial Corp
Alabama
$7.65M +$279K +3,330 +4%
MIAN
65
Mariner Independent Advisor Network
Kansas
$7.21M +$7.21M +86,128 New
GLA
66
Great Lakes Advisors
Illinois
$6.29M -$54.9K -656 -0.9%
MA
67
MUFG Americas
New York
$6.25M -$28.4K -340 -0.5%
CWM
68
Cranbrook Wealth Management
Michigan
$6.09M -$59.4K -710 -1%
GT
69
Greenleaf Trust
Michigan
$5.86M +$90.4K +1,080 +2%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$5.73M -$1.15M -13,800 -17%
US Bancorp
71
US Bancorp
Minnesota
$5.57M +$384K +4,584 +7%
SPIA
72
Steward Partners Investment Advisory
New York
$5.49M +$265K +3,166 +5%
FAAS
73
First Allied Advisory Services
California
$5.46M +$1.3M +15,492 +31%
RWA
74
River Wealth Advisors
Pennsylvania
$5.45M -$62.2K -744 -1%
SPC
75
Sigma Planning Corp
Michigan
$5.34M +$106K +1,266 +2%
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