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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 %
PAG
101
Private Advisor Group
New Jersey
$3.37M +$336K +4,864 +11%
FAAS
102
First Allied Advisory Services
California
$3.31M -$1.2M -17,378 -27%
GIM
103
Goelzer Investment Management
Indiana
$3.24M +$763K +11,026 +31%
CAN
104
Cetera Advisor Networks
California
$3.21M -$109K -1,570 -3%
CB
105
Chemical Bank
Michigan
$3.18M -$54.5K -788 -2%
DBIA
106
Dumont & Blake Investment Advisors
New Jersey
$3.16M -$481K -6,956 -13%
FA
107
FMA Advisory
Pennsylvania
$3.12M -$6.09K -88 -0.2%
EDRIA
108
Edmonds Duncan Registered Investment Advisors
Kansas
$3.03M -$168K -2,434 -5%
Lido Advisors
109
Lido Advisors
California
$3.03M +$417K +6,032 +16%
NSB
110
Norway Savings Bank
Maine
$3.02M +$27K +390 +0.9%
Citadel Advisors
111
Citadel Advisors
Florida
$2.99M +$18.3K +264 +0.6%
HCM
112
Hudson Capital Management
New Jersey
$2.95M +$927K +13,400 +46%
AWM
113
Avior Wealth Management
Nebraska
$2.94M -$86.3K -1,248 -3%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$2.83M +$2.83M +40,854 New
SB
115
Suntrust Banks
Georgia
$2.74M +$1.74M +25,106 +173%
NF
116
Nikulski Financial
Iowa
$2.66M -$18.3K -264 -0.7%
OA
117
Opes Advisors
California
$2.59M -$76.2K -1,102 -3%
MCM
118
MV Capital Management
Maryland
$2.55M -$524K -7,574 -17%
SCG
119
Sonata Capital Group
Washington
$2.52M -$277K -4,000 -10%
SNT
120
Security National Trust
West Virginia
$2.44M +$131K +1,890 +6%
WTC
121
WhitTier Trust Company
Nevada
$2.39M -$37.4K -540 -2%
GG
122
Gofen & Glossberg
Illinois
$2.17M – – –
BTNA
123
Bremer Trust National Association
Minnesota
$2.15M +$1.79M +25,840 +489%
First Trust Advisors
124
First Trust Advisors
Illinois
$2.05M -$49.9K -722 -2%
SCM
125
SOL Capital Management
Maryland
$2.05M -$3.46K -50 -0.2%
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