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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 %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$9.82M +$3.1M +44,826 +46%
M&T Bank
52
M&T Bank
New York
$9.73M +$308K +4,448 +3%
CAL
53
Capital Advisors Ltd
Ohio
$9.56M +$221K +3,200 +2%
KPCM
54
Kings Point Capital Management
New York
$9.16M -$420K -6,078 -4%
UWPG
55
Ullmann Wealth Partners Group
Florida
$8.94M +$247K +3,578 +3%
Goldman Sachs
56
Goldman Sachs
New York
$8.85M +$7.75M +112,030 +706%
CA
57
Centerpoint Advisors
Massachusetts
$8.75M -$4.32M -62,472 -33%
GIA
58
GHP Investment Advisors
Colorado
$8.72M -$41.8K -604 -0.5%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$8.26M +$801K +11,582 +11%
ACA
60
Anchor Capital Advisors
Massachusetts
$8.08M +$8.08M +116,780 New
CPSAC
61
Chas P. Smith & Associates (CPS)
Florida
$8.02M -$48.3K -698 -0.6%
LMIM
62
Lockheed Martin Investment Management
Maryland
$7.95M -$3.25M -47,000 -29%
CC
63
Courier Capital
New York
$7.79M -$14.9K -216 -0.2%
KWMG
64
King Wealth Management Group
Florida
$7.7M -$350K -5,056 -4%
EPP
65
ETF Portfolio Partners
Kansas
$7.35M +$82K +1,186 +1%
AMG
66
Asset Management Group
Connecticut
$7.17M -$82.2K -1,188 -1%
CGA
67
Crescent Grove Advisors
Illinois
$7.13M +$7.13M +103,144 New
RFC
68
Regions Financial Corp
Alabama
$6.87M +$551K +7,966 +9%
MIAN
69
Mariner Independent Advisor Network
Kansas
$6.74M +$369K +4,980 +6%
CG
70
Colony Group
Massachusetts
$6.16M +$5.16M +74,650 +518%
Betterment LLC
71
Betterment LLC
New York
$6.04M +$4.66M +67,382 +338%
CIM
72
Confluence Investment Management
Missouri
$5.74M +$1.62M +23,458 +39%
ADL
73
Asset Dedication LLC
California
$5.45M -$1.31M -18,974 -19%
GLA
74
Great Lakes Advisors
Illinois
$5.31M +$109K +1,574 +2%
MA
75
MUFG Americas
New York
$5.17M – – –
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