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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 %
ABC
151
Associated Banc-Corp
Wisconsin
$1.24M +$395K +5,718 +47%
BTS
152
BB&T Securities
Virginia
$1.24M -$15.4K -222 -1%
TIA
153
Tiemann Investment Advisors
California
$1.2M -$40.1K -580 -3%
BSB
154
Bangor Savings Bank
Maine
$1.2M -$54.1K -782 -4%
William Blair & Company
155
William Blair & Company
Illinois
$1.2M +$1.66K +24 +0.1%
FPGK
156
Financial Partners Group (Kansas)
Kansas
$1.2M +$1.38K +20 +0.1%
AF
157
Advisornet Financial
Minnesota
$1.19M +$479K +6,930 +67%
Citigroup
158
Citigroup
New York
$1.19M +$215K +3,108 +22%
APP
159
Avantax Planning Partners
Iowa
$1.18M +$64.6K +934 +6%
FNBOSM
160
First National Bank of South Miami
Florida
$1.18M +$1.18M +15,246 New
WA
161
Waverly Advisors
Alabama
$1.16M -$120K -1,742 -9%
LRIA
162
Leonard Rickey Investment Advisors
Washington
$1.15M -$3.18K -46 -0.3%
FNBOO
163
First National Bank of Omaha
Nebraska
$1.15M +$880K +12,720 +329%
CW
164
Cobiz Wealth
Colorado
$1.11M -$202K -2,916 -15%
OCM
165
One Capital Management
California
$1.11M +$657K +9,500 +145%
CA
166
Cornerstone Advisory
Maryland
$1.11M – – –
PFP
167
Pinnacle Financial Partners
Tennessee
$1.07M -$357K -5,168 -25%
UCFA
168
United Capital Financial Advisors
Texas
$1.07M +$7.05K +102 +0.7%
AFC
169
AFT Forsyth & Company
Florida
$1M – – –
LNC
170
Lincoln National Corp
Pennsylvania
$990K +$990K +14,324 New
TA
171
Tiedemann Advisors
New York
$989K +$989K +14,300 New
FWM
172
Frontier Wealth Management
Missouri
$983K +$830 +12 +0.1%
MAM
173
Marquette Asset Management
Minnesota
$973K -$9K -130 -0.9%
CAL
174
Capital Analysts LLC
Pennsylvania
$972K -$260K -3,756 -21%
VDFA
175
Vickerman & Driscoll Financial Advisors
Washington
$961K +$117K +1,688 +14%
5 6
7
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