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

420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.64%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
36
Increased
136
Reduced
141
Closed
34
Calls
$355K
Puts
$232K
Net Calls
+$123K
Net Calls Change
+$491K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.8M
2
Members Trust
Members Trust
Florida
+$9M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.82M
5
FAM
Flaharty Asset Management
Florida
+$6.49M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
CFB
Cullen/Frost Bankers
Texas
-$10.1M
3
Axa
Axa
France
-$6.55M
4
Stifel Financial
Stifel Financial
Missouri
-$5.94M
5
Northern Trust
Northern Trust
Illinois
-$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
101
Sonata Capital Group
Washington
$3.13M -$36.3K -470 -1%
NF
102
Nikulski Financial
Iowa
$3.07M +$128K +1,656 +4%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$2.97M +$289K +3,740 +11%
IFS
104
Ifrah Financial Services
Arkansas
$2.85M +$55.1K +714 +2%
GIM
105
Goelzer Investment Management
Indiana
$2.74M +$10K +130 +0.4%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$2.73M +$107K +1,384 +4%
CAN
107
Cetera Advisor Networks
California
$2.72M +$70.6K +916 +3%
FPIS
108
Financial Planning & Information Services
Wisconsin
$2.59M -$6.18K -80 -0.2%
SNT
109
Security National Trust
West Virginia
$2.58M +$111K +1,440 +5%
EWF
110
Epstein & White Financial
California
$2.5M +$2.5M +32,530 New
First Trust Advisors
111
First Trust Advisors
Illinois
$2.45M -$175K -2,268 -7%
GG
112
Gofen & Glossberg
Illinois
$2.42M – – –
WTC
113
WhitTier Trust Company
Nevada
$2.4M +$713K +9,236 +42%
Mariner
114
Mariner
Kansas
$2.34M +$264K +3,422 +13%
Creative Planning
115
Creative Planning
Kansas
$2.32M +$542K +7,012 +30%
NCM
116
Neumann Capital Management
California
$2.11M -$100K -1,300 -5%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$2.1M +$32.4K +420 +2%
Lido Advisors
118
Lido Advisors
California
$2.1M +$140K +1,812 +7%
HFS
119
HL Financial Services
Kentucky
$2.06M +$2.06M +26,608 New
SWP
120
Stratos Wealth Partners
Ohio
$2.04M +$420K +5,438 +26%
GT
121
Glenmede Trust
Pennsylvania
$1.97M – – –
PAG
122
Private Advisor Group
New Jersey
$1.94M +$273K +3,530 +16%
Betterment LLC
123
Betterment LLC
New York
$1.92M +$1.29M +16,590 +203%
CWM
124
Confluence Wealth Management
Oregon
$1.92M -$41K -530 -2%
FCBT
125
First Citizens Bank & Trust
North Carolina
$1.9M +$50.1K +648 +3%
3 4
5
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