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

420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.64%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
36
Increased
136
Reduced
141
Closed
34
Calls
$355K
Puts
$232K
Net Calls
+$123K
Net Calls Change
+$491K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.8M
2
Members Trust
Members Trust
Florida
+$9M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.82M
5
FAM
Flaharty Asset Management
Florida
+$6.49M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
CFB
Cullen/Frost Bankers
Texas
-$10.1M
3
Axa
Axa
France
-$6.55M
4
Stifel Financial
Stifel Financial
Missouri
-$5.94M
5
Northern Trust
Northern Trust
Illinois
-$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
151
Pinnacle Financial Partners
Tennessee
$1.27M – – –
APP
152
Avantax Planning Partners
Iowa
$1.24M -$133K -1,724 -10%
CA
153
Cornerstone Advisory
Maryland
$1.24M +$201K +2,600 +19%
CG
154
Colony Group
Massachusetts
$1.15M -$3.2M -41,370 -74%
SFG
155
SNS Financial Group
Minnesota
$1.14M -$113K -1,458 -9%
AIP
156
Ahrens Investment Partners
Louisiana
$1.12M -$456K -5,902 -29%
CA
157
Cetera Advisors
Colorado
$1.12M +$45.8K +592 +4%
FWM
158
Frontier Wealth Management
Missouri
$1.12M +$24.6K +318 +2%
AFC
159
AFT Forsyth & Company
Florida
$1.12M – – –
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$1.11M -$7.11K -92 -0.6%
MAM
161
Marquette Asset Management
Minnesota
$1.1M – – –
PO
162
Private Ocean
California
$1.08M +$1.54K +20 +0.1%
CBN
163
Cadence Bank NA
Texas
$1.06M -$41.9K -542 -4%
WT
164
Whittier Trust
California
$1.05M – – –
ASN
165
Advisory Services Network
Georgia
$1.05M -$32.1K -416 -3%
Citigroup
166
Citigroup
New York
$1.04M -$66.3K -858 -6%
VDFA
167
Vickerman & Driscoll Financial Advisors
Washington
$1.04M +$35.7K +462 +4%
SWM
168
Segment Wealth Management
Texas
$1.02M – – –
NL
169
NWAM LLC
Washington
$978K +$74.7K +966 +8%
ABC
170
Associated Banc-Corp
Wisconsin
$971K -$27K -350 -3%
SF
171
Synovus Financial
Georgia
$956K -$2.63K -34 -0.3%
RC
172
RegentAtlantic Capital
New Jersey
$949K – – –
AA
173
Advisory Alpha
Michigan
$934K -$80.4K -1,010 -8%
CAL
174
Capital Analysts LLC
Pennsylvania
$912K -$72.3K -936 -7%
Bessemer Group
175
Bessemer Group
New Jersey
$907K – – –
5 6
7
8 9