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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 %
IFS
101
Ifrah Financial Services
Arkansas
$2.99M – – –
CAN
102
Cetera Advisor Networks
California
$2.89M +$35.1K +434 +1%
Lido Advisors
103
Lido Advisors
California
$2.86M +$661K +8,162 +30%
CIAS
104
Capital Investment Advisory Services
North Carolina
$2.86M -$461K -5,696 -14%
WTC
105
WhitTier Trust Company
Nevada
$2.85M +$335K +4,140 +13%
GIM
106
Goelzer Investment Management
Indiana
$2.77M -$105K -1,292 -4%
SNT
107
Security National Trust
West Virginia
$2.64M -$61.6K -760 -2%
Mariner
108
Mariner
Kansas
$2.61M +$157K +1,932 +6%
FPIS
109
Financial Planning & Information Services
Wisconsin
$2.55M -$163K -2,016 -6%
GG
110
Gofen & Glossberg
Illinois
$2.54M – – –
First Trust Advisors
111
First Trust Advisors
Illinois
$2.5M -$69.7K -860 -3%
ASN
112
Advisory Services Network
Georgia
$2.36M +$1.23M +14,890 +110%
CWM
113
Cornerstone Wealth Management
Missouri
$2.31M +$2.29M +742,688 +15,708%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$2.21M +$3.24K +40 +0.1%
FCBT
115
First Citizens Bank & Trust
North Carolina
$2.17M +$176K +2,170 +9%
NCM
116
Neumann Capital Management
California
$2.17M -$43.7K -540 -2%
Creative Planning
117
Creative Planning
Kansas
$2.16M -$276K -3,404 -11%
Betterment LLC
118
Betterment LLC
New York
$2.14M +$133K +1,640 +7%
UR
119
USCA RIA
Texas
$2.04M +$97.7K +1,206 +5%
UB
120
UMB Bank
Missouri
$2.03M +$198K +2,448 +11%
HCM
121
Hudson Capital Management
New Jersey
$1.92M +$216K +2,664 +13%
SCM
122
Stordahl Capital Management
Colorado
$1.86M -$8.26K -102 -0.4%
TFF
123
The Family Firm
Maryland
$1.81M +$103K +1,268 +6%
CWM
124
Confluence Wealth Management
Oregon
$1.81M -$204K -2,518 -10%
SCM
125
SOL Capital Management
Maryland
$1.8M +$285K +3,520 +19%
3 4
5
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