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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 %
CA
151
Cetera Advisors
Colorado
$1.32M +$97K +1,152 +8%
UCFA
152
United Capital Financial Advisors
Texas
$1.29M -$224K -2,678 -15%
SB
153
Suntrust Banks
Georgia
$1.21M -$583K -6,964 -32%
AFC
154
AFT Forsyth & Company
Florida
$1.21M – – –
CG
155
Colony Group
Massachusetts
$1.21M – – –
FWM
156
Frontier Wealth Management
Missouri
$1.19M -$29.3K -350 -2%
MAM
157
Marquette Asset Management
Minnesota
$1.19M – – –
Citigroup
158
Citigroup
New York
$1.18M +$40.3K +482 +4%
WT
159
Whittier Trust
California
$1.15M – – –
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$1.14M -$21.3K -254 -2%
SCA
161
STALEY CAPITAL ADVISERS
Pennsylvania
$1.14M – – –
AA
162
Advisory Alpha
Michigan
$1.1M +$70.9K +948 +7%
SWM
163
Segment Wealth Management
Texas
$1.1M – – –
CB
164
Commerce Bank
Missouri
$1.07M +$145K +1,736 +16%
AIP
165
Ahrens Investment Partners
Louisiana
$1.05M -$81.2K -970 -7%
RC
166
RegentAtlantic Capital
New Jersey
$1.03M – – –
ABC
167
Associated Banc-Corp
Wisconsin
$1.02M -$28.1K -336 -3%
SF
168
Synovus Financial
Georgia
$1.02M -$35.5K -418 -3%
VDFA
169
Vickerman & Driscoll Financial Advisors
Washington
$1.02M -$1.84K -22 -0.2%
Bessemer Group
170
Bessemer Group
New Jersey
$982K – – –
IP
171
Intellectus Partners
California
$974K – – –
MA
172
Mutual Advisors
Nebraska
$963K -$12.5K -150 -1%
WWM
173
Windsor Wealth Management
Indiana
$953K +$3.35K +40 +0.4%
NL
174
NWAM LLC
Washington
$943K – – –
BHWM
175
Bar Harbor Wealth Management
New Hampshire
$936K -$502 -6 -0.1%
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