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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 %
CB
101
Chemical Bank
Michigan
$3.71M +$102K +1,294 +3%
PAG
102
Private Advisor Group
New Jersey
$3.67M -$152K -1,938 -4%
CAN
103
Cetera Advisor Networks
California
$3.63M -$9.42K -120 -0.3%
FAAS
104
First Allied Advisory Services
California
$3.61M -$146K -1,864 -4%
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$3.56M -$30K -382 -0.8%
FA
106
FMA Advisory
Pennsylvania
$3.53M -$17K -216 -0.5%
SB
107
Suntrust Banks
Georgia
$3.52M +$409K +5,216 +13%
NSB
108
Norway Savings Bank
Maine
$3.49M +$64.4K +820 +2%
EDRIA
109
Edmonds Duncan Registered Investment Advisors
Kansas
$3.46M +$18.2K +232 +0.5%
AWM
110
Avior Wealth Management
Nebraska
$3.39M +$46.1K +588 +1%
HCM
111
Hudson Capital Management
New Jersey
$3.38M +$33.7K +430 +1%
MML Investors Services
112
MML Investors Services
Massachusetts
$3.28M +$1.38M +17,612 +73%
Lido Advisors
113
Lido Advisors
California
$3.23M -$204K -2,602 -6%
SCM
114
SOL Capital Management
Maryland
$3.17M +$846K +10,778 +36%
MCM
115
MV Capital Management
Maryland
$3.14M +$253K +3,224 +9%
SNT
116
Security National Trust
West Virginia
$3.04M +$276K +3,520 +10%
SCG
117
Sonata Capital Group
Washington
$2.86M – – –
NF
118
Nikulski Financial
Iowa
$2.71M -$304K -3,876 -10%
Jane Street
119
Jane Street
New York
$2.65M +$2.65M +33,812 New
SHCM
120
Stokes & Hubbell Capital Management
Louisiana
$2.64M +$641K +8,160 +32%
CS
121
Credit Suisse
Switzerland
$2.6M +$2.6M +33,184 New
BBNA
122
Bremer Bank National Association
Minnesota
$2.51M +$2.51M +30,516 New
MPW
123
MA Private Wealth
California
$2.46M -$2.25M -28,628 -48%
SSW
124
Smith Shellnut Wilson
Mississippi
$2.45M +$2.45M +31,220 New
GG
125
Gofen & Glossberg
Illinois
$2.42M -$43.3K -552 -2%
3 4
5
6 7