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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 %
WTC
126
WhitTier Trust Company
Nevada
$2.41M -$310K -3,950 -11%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$2.24M +$35.3K +450 +2%
CGA
128
Crescent Grove Advisors
Illinois
$2.22M -$5.87M -74,804 -73%
First Trust Advisors
129
First Trust Advisors
Illinois
$2.14M -$187K -2,386 -8%
PFM
130
Phillips Financial Management
Indiana
$2.13M -$4.41M -55,248 -67%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$2.13M +$2.13M +27,090 New
SS
132
Simplicity Solutions
Minnesota
$2.04M +$1.49M +18,942 +269%
UB
133
UMB Bank
Missouri
$2.02M -$61.8K -788 -3%
OWM
134
Opes Wealth Management
California
$2M +$2M +25,512 New
Creative Planning
135
Creative Planning
Kansas
$2M +$95.8K +1,220 +5%
NNP
136
Nachman Norwood & Parrott
South Carolina
$1.99M -$42.4K -540 -2%
GPA
137
Guidance Point Advisors
Massachusetts
$1.9M +$31.9K +406 +2%
NCM
138
Neumann Capital Management
California
$1.9M -$185K -2,360 -9%
SWM
139
Shakespeare Wealth Management
Wisconsin
$1.85M +$107K +1,366 +6%
TRCT
140
Tower Research Capital (TRC)
New York
$1.81M +$1.81M +23,086 New
UTC
141
Unified Trust Company
Kentucky
$1.8M -$178K -2,264 -9%
FPIS
142
Financial Planning & Information Services
Wisconsin
$1.79M -$29.7K -378 -2%
SCM
143
Stordahl Capital Management
Colorado
$1.79M -$18.5K -226 -1%
PB
144
Pinnacle Bancorp
Nebraska
$1.78M +$157 +2 +0%
AF
145
Advisornet Financial
Minnesota
$1.75M +$397K +5,056 +29%
HSA
146
HBK Sorce Advisory
Pennsylvania
$1.74M +$5.18K +66 +0.3%
AIP
147
Almanack Investment Partners
Pennsylvania
$1.72M +$4.87K +62 +0.3%
UR
148
USCA RIA
Texas
$1.68M +$1.39M +17,694 +471%
SEIA
149
Signature Estate & Investment Advisors
California
$1.68M -$37.7K -480 -2%
TFF
150
The Family Firm
Maryland
$1.63M +$5.49K +70 +0.3%
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6
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