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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 %
AIP
126
Almanack Investment Partners
Pennsylvania
$1.77M -$24.6K -304 -1%
SB
127
Suntrust Banks
Georgia
$1.74M +$78.2K +966 +5%
HSA
128
HBK Sorce Advisory
Pennsylvania
$1.69M +$68.4K +844 +4%
JFGIW
129
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68M – – –
CW
130
Cobiz Wealth
Colorado
$1.63M -$109K -1,348 -6%
SWP
131
Stratos Wealth Partners
Ohio
$1.63M -$514K -6,342 -24%
FHA
132
First Horizon Advisors
Tennessee
$1.62M -$26.6K -328 -2%
PAG
133
Private Advisor Group
New Jersey
$1.6M -$433K -5,350 -21%
WIC
134
Whitegate Investment Counselors
New Hampshire
$1.56M – – –
WA
135
Waverly Advisors
Alabama
$1.53M -$13.8K -170 -0.9%
CGH
136
Crossmark Global Holdings
Texas
$1.5M -$216K -2,668 -13%
BTS
137
BB&T Securities
Virginia
$1.49M +$79.5K +982 +6%
UCFA
138
United Capital Financial Advisors
Texas
$1.46M -$81.6K -1,008 -5%
TIA
139
Tiemann Investment Advisors
California
$1.46M +$47K +580 +3%
BSB
140
Bangor Savings Bank
Maine
$1.45M -$59.3K -732 -4%
SEIA
141
Signature Estate & Investment Advisors
California
$1.45M +$23K +284 +2%
CAL
142
Capital Analysts LLC
Pennsylvania
$1.44M +$487K +6,016 +51%
William Blair & Company
143
William Blair & Company
Illinois
$1.41M -$94.8K -1,170 -6%
TRCT
144
Tower Research Capital (TRC)
New York
$1.4M -$3.15M -38,888 -69%
FPGK
145
Financial Partners Group (Kansas)
Kansas
$1.37M +$22K +272 +2%
LRIA
146
Leonard Rickey Investment Advisors
Washington
$1.35M -$32.4K -400 -2%
PFP
147
Pinnacle Financial Partners
Tennessee
$1.33M – – –
APP
148
Avantax Planning Partners
Iowa
$1.31M +$8.26K +102 +0.6%
CA
149
Cornerstone Advisory
Maryland
$1.3M – – –
FWM
150
Frontier Wealth Management
Missouri
$1.18M +$5.35K +66 +0.5%
4 5
6
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