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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 %
HFS
76
HL Financial Services
Kentucky
$4.79M +$2.64M +32,564 +122%
SI
77
Stephens Inc
Arkansas
$4.71M +$2.43K +30 +0.1%
MML Investors Services
78
MML Investors Services
Massachusetts
$4.71M -$230K -2,838 -5%
IA
79
IFP Advisors
Florida
$4.62M +$302K +3,732 +7%
AIP
80
Ameritas Investment Partners
Nebraska
$4.57M – – –
MCM
81
MV Capital Management
Maryland
$4.53M +$841K +10,382 +23%
JFA
82
JNBA Financial Advisors
Minnesota
$4.33M -$98.2K -1,212 -2%
FAAS
83
First Allied Advisory Services
California
$4.02M -$1.3M -15,990 -24%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$4M -$1.11M -13,694 -22%
PAI
85
Pittenger & Anderson Inc
Nebraska
$3.99M – – –
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
$3.97M +$80.4K +992 +2%
DBIA
87
Dumont & Blake Investment Advisors
New Jersey
$3.97M +$2.58M +31,890 +186%
CB
88
Chemical Bank
Michigan
$3.78M +$26.7K +330 +0.7%
FA
89
FMA Advisory
Pennsylvania
$3.66M -$38.9K -480 -1%
NSB
90
Norway Savings Bank
Maine
$3.61M +$71.3K +880 +2%
BEC
91
Blue Edge Capital
Virginia
$3.52M +$34.5K +426 +1%
BFM
92
Broadview Financial Management
Wisconsin
$3.43M -$15.6K -192 -0.5%
AWM
93
Avior Wealth Management
Nebraska
$3.43M +$105K +1,294 +3%
EWF
94
Epstein & White Financial
California
$3.35M +$774K +9,770 +30%
AG
95
Advisor Group
Arizona
$3.32M -$189K -2,326 -5%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$3.3M +$440K +5,430 +15%
SCG
97
Sonata Capital Group
Washington
$3.28M +$810 +10 +0%
OA
98
Opes Advisors
California
$3.21M -$65.6K -810 -2%
CFB
99
Cullen/Frost Bankers
Texas
$3.21M -$627K -7,738 -16%
NF
100
Nikulski Financial
Iowa
$3.18M -$40K -494 -1%
2 3
4
5 6