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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 %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$1.94M +$86.4K +1,250 +5%
NCM
127
Neumann Capital Management
California
$1.84M -$58.8K -850 -3%
NNP
128
Nachman Norwood & Parrott
South Carolina
$1.79M +$1.79M +25,912 New
SHCM
129
Stokes & Hubbell Capital Management
Louisiana
$1.76M +$1.76M +25,446 New
UTC
130
Unified Trust Company
Kentucky
$1.74M +$1.74M +25,196 New
Creative Planning
131
Creative Planning
Kansas
$1.68M -$329K -4,758 -16%
MML Investors Services
132
MML Investors Services
Massachusetts
$1.67M -$207K -2,996 -11%
GPA
133
Guidance Point Advisors
Massachusetts
$1.65M +$1.65M +23,804 New
NS
134
NewDay Solutions
New Hampshire
$1.64M +$1.64M +23,762 New
FPIS
135
Financial Planning & Information Services
Wisconsin
$1.61M -$435K -6,292 -21%
PB
136
Pinnacle Bancorp
Nebraska
$1.57M +$1.57M +22,622 New
SWM
137
Shakespeare Wealth Management
Wisconsin
$1.54M +$1.54M +22,210 New
SCM
138
Stordahl Capital Management
Colorado
$1.53M -$13K -188 -0.8%
HSA
139
HBK Sorce Advisory
Pennsylvania
$1.53M +$34.4K +498 +2%
SEIA
140
Signature Estate & Investment Advisors
California
$1.51M +$184K +2,660 +14%
AIP
141
Almanack Investment Partners
Pennsylvania
$1.51M – – –
TFF
142
The Family Firm
Maryland
$1.44M +$34.2K +494 +2%
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.43M – – –
SWP
144
Stratos Wealth Partners
Ohio
$1.35M -$103K -1,488 -7%
WIC
145
Whitegate Investment Counselors
New Hampshire
$1.34M +$11.3K +164 +0.9%
CWM
146
Confluence Wealth Management
Oregon
$1.33M – – –
CPIG
147
Chicago Partners Investment Group
Illinois
$1.32M +$1.07M +14,410 +428%
SC
148
Savant Capital
Illinois
$1.28M -$401K -5,802 -24%
IA
149
IFP Advisors
Florida
$1.26M -$2M -29,266 -61%
FHA
150
First Horizon Advisors
Tennessee
$1.26M -$69K -998 -5%
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