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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 %
FC
76
Ferris Capital
Massachusetts
$5.18M – – –
CIM
77
Confluence Investment Management
Missouri
$4.98M -$428K -5,110 -8%
SI
78
Stephens Inc
Arkansas
$4.86M -$11.7K -140 -0.2%
AIP
79
Ameritas Investment Partners
Nebraska
$4.71M -$2.51K -30 -0.1%
DBIA
80
Dumont & Blake Investment Advisors
New Jersey
$4.41M +$303K +3,624 +7%
PAI
81
Pittenger & Anderson Inc
Nebraska
$4.12M – – –
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$4.06M -$77.5K -926 -2%
CAN
83
Cetera Advisor Networks
California
$4.02M +$1.03M +12,330 +35%
AG
84
Advisor Group
Arizona
$4M +$566K +6,762 +17%
IA
85
IFP Advisors
Florida
$3.99M -$779K -9,312 -16%
PFA
86
Pure Financial Advisors
California
$3.98M +$3.98M +47,508 New
BEC
87
Blue Edge Capital
Virginia
$3.93M +$299K +3,570 +8%
CB
88
Chemical Bank
Michigan
$3.91M +$10K +120 +0.3%
EDRIA
89
Edmonds Duncan Registered Investment Advisors
Kansas
$3.87M -$236K -2,822 -6%
FA
90
FMA Advisory
Pennsylvania
$3.79M +$1.17K +14 +0%
MCM
91
MV Capital Management
Maryland
$3.72M -$963K -11,508 -21%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$3.67M +$264K +3,154 +8%
AWM
93
Avior Wealth Management
Nebraska
$3.67M +$129K +1,546 +4%
PAG
94
Private Advisor Group
New Jersey
$3.66M +$2.01M +23,996 +121%
NSB
95
Norway Savings Bank
Maine
$3.62M -$110K -1,320 -3%
Citadel Advisors
96
Citadel Advisors
Florida
$3.59M +$3.59M +42,910 New
BFM
97
Broadview Financial Management
Wisconsin
$3.58M +$31.8K +380 +0.9%
ASN
98
Advisory Services Network
Georgia
$3.5M +$1.11M +13,328 +47%
SCG
99
Sonata Capital Group
Washington
$3.39M – – –
CFB
100
Cullen/Frost Bankers
Texas
$3.3M -$11.7K -140 -0.4%
2 3
4
5 6