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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 %
US Bancorp
76
US Bancorp
Minnesota
$5.11M +$499K +7,218 +11%
GT
77
Greenleaf Trust
Michigan
$5.08M +$237K +3,430 +5%
CWM
78
Cranbrook Wealth Management
Michigan
$4.97M -$62.8K -908 -1%
HFS
79
HL Financial Services
Kentucky
$4.93M +$2.96M +42,788 +150%
MGIA
80
Moneta Group Investment Advisors
Missouri
$4.9M -$2.64M -38,122 -35%
PFM
81
Phillips Financial Management
Indiana
$4.75M +$4.75M +81,890 New
SPC
82
Sigma Planning Corp
Michigan
$4.67M +$252K +3,638 +6%
RWA
83
River Wealth Advisors
Pennsylvania
$4.51M -$968 -14 -0%
TSW
84
Thompson Siegel & Walmsley
Virginia
$4.48M +$4.48M +64,802 New
FCBT
85
First Citizens Bank & Trust
North Carolina
$4.42M +$2.5M +36,154 +130%
FC
86
Ferris Capital
Massachusetts
$4.28M – – –
MPW
87
MA Private Wealth
California
$4.15M +$4.15M +60,024 New
ASN
88
Advisory Services Network
Georgia
$4.07M +$1.18M +17,058 +41%
SI
89
Stephens Inc
Arkansas
$4.02M +$7.19K +104 +0.2%
AIP
90
Ameritas Investment Partners
Nebraska
$3.88M -$18.7K -270 -0.5%
Mariner
91
Mariner
Kansas
$3.87M +$1.53M +22,156 +66%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$3.84M +$481K +6,960 +14%
AG
93
Advisor Group
Arizona
$3.77M +$460K +6,638 +14%
PFA
94
Pure Financial Advisors
California
$3.77M +$479K +6,918 +15%
MCG
95
MACRO Consulting Group
New Jersey
$3.74M +$3.74M +54,128 New
BFM
96
Broadview Financial Management
Wisconsin
$3.72M +$760K +10,986 +26%
JFA
97
JNBA Financial Advisors
Minnesota
$3.57M +$3.55M +51,330 +17,110%
EWM
98
Executive Wealth Management
Michigan
$3.51M +$3.51M +50,800 New
BEC
99
Blue Edge Capital
Virginia
$3.47M +$216K +3,118 +7%
PAI
100
Pittenger & Anderson Inc
Nebraska
$3.41M – – –
2 3
4
5 6