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

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$1.96M +$1.96M +23,476 New
HSA
127
HBK Sorce Advisory
Pennsylvania
$1.81M +$56.4K +674 +3%
SWP
128
Stratos Wealth Partners
Ohio
$1.76M +$84.7K +1,012 +5%
AIP
129
Almanack Investment Partners
Pennsylvania
$1.75M – – –
SCM
130
Stordahl Capital Management
Colorado
$1.74M -$51.9K -666 -3%
PFP
131
Pinnacle Financial Partners
Tennessee
$1.73M +$354K +4,228 +26%
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73M -$5.36K -64 -0.3%
TFF
133
The Family Firm
Maryland
$1.7M -$178K -2,124 -9%
Betterment LLC
134
Betterment LLC
New York
$1.67M -$541K -6,470 -25%
CWM
135
Confluence Wealth Management
Oregon
$1.61M -$257K -3,070 -14%
WIC
136
Whitegate Investment Counselors
New Hampshire
$1.61M +$5.69K +68 +0.4%
SEIA
137
Signature Estate & Investment Advisors
California
$1.61M +$110K +1,316 +7%
FHA
138
First Horizon Advisors
Tennessee
$1.61M -$63.7K -762 -4%
CW
139
Cobiz Wealth
Colorado
$1.59M -$92.4K -1,104 -5%
WA
140
Waverly Advisors
Alabama
$1.55M -$36.6K -438 -2%
BTS
141
BB&T Securities
Virginia
$1.52M -$22.7K -272 -1%
BSB
142
Bangor Savings Bank
Maine
$1.52M +$18.1K +216 +1%
TIA
143
Tiemann Investment Advisors
California
$1.5M -$669 -8 -0%
CAL
144
Capital Analysts LLC
Pennsylvania
$1.49M -$837 -10 -0.1%
William Blair & Company
145
William Blair & Company
Illinois
$1.45M +$669 +8 +0%
FPGK
146
Financial Partners Group (Kansas)
Kansas
$1.45M +$33.5K +400 +2%
LRIA
147
Leonard Rickey Investment Advisors
Washington
$1.4M +$1.34K +16 +0.1%
APP
148
Avantax Planning Partners
Iowa
$1.35M +$167 +2 +0%
CA
149
Cornerstone Advisory
Maryland
$1.34M – – –
Goldman Sachs
150
Goldman Sachs
New York
$1.33M +$640K +7,644 +93%
4 5
6
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