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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
76
Cullen/Frost Bankers
Texas
$5.76M -$8.02M -102,150 -58%
HFS
77
HL Financial Services
Kentucky
$5.7M +$110K +1,404 +2%
CWM
78
Cranbrook Wealth Management
Michigan
$5.63M -$12.2K -156 -0.2%
MGIA
79
Moneta Group Investment Advisors
Missouri
$5.59M +$25.7K +328 +0.5%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$5.54M +$5.5M +70,044 +13,898%
RWA
81
River Wealth Advisors
Pennsylvania
$5M -$108K -1,372 -2%
BEC
82
Blue Edge Capital
Virginia
$4.88M +$941K +11,986 +24%
FC
83
Ferris Capital
Massachusetts
$4.86M – – –
CA
84
Centerpoint Advisors
Massachusetts
$4.64M -$5.29M -67,432 -53%
SI
85
Stephens Inc
Arkansas
$4.59M +$22.4K +286 +0.5%
Mariner
86
Mariner
Kansas
$4.52M +$127K +1,618 +3%
BFM
87
Broadview Financial Management
Wisconsin
$4.46M +$237K +3,016 +6%
PFA
88
Pure Financial Advisors
California
$4.32M +$46.2K +588 +1%
FCBT
89
First Citizens Bank & Trust
North Carolina
$4.32M -$703K -8,958 -14%
MCG
90
MACRO Consulting Group
New Jersey
$4.05M -$193K -2,466 -5%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$4.05M -$304K -3,872 -7%
CC
92
Chanos & Company
New York
$3.97M +$3.97M +50,630 New
AI
93
Atria Investments
North Carolina
$3.94M +$3.94M +50,130 New
EWM
94
Executive Wealth Management
Michigan
$3.92M -$70K -892 -2%
JFA
95
JNBA Financial Advisors
Minnesota
$3.92M -$136K -1,732 -3%
MWM
96
Merriman Wealth Management
Washington
$3.9M +$3.01M +38,358 +339%
ASN
97
Advisory Services Network
Georgia
$3.89M -$729K -9,292 -16%
PAI
98
Pittenger & Anderson Inc
Nebraska
$3.86M – – –
AIP
99
Ameritas Investment Partners
Nebraska
$3.77M -$630K -8,030 -14%
GIM
100
Goelzer Investment Management
Indiana
$3.72M +$43.2K +550 +1%
2 3
4
5 6