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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 %
BTS
151
BB&T Securities
Virginia
$1.59M +$185K +2,360 +13%
SWP
152
Stratos Wealth Partners
Ohio
$1.54M +$2.98K +38 +0.2%
William Blair & Company
153
William Blair & Company
Illinois
$1.53M +$162K +2,064 +12%
TIA
154
Tiemann Investment Advisors
California
$1.46M +$90.7K +1,156 +7%
FHA
155
First Horizon Advisors
Tennessee
$1.43M +$3.77K +48 +0.3%
CWM
156
Confluence Wealth Management
Oregon
$1.42M -$93.4K -1,190 -6%
OC
157
Oppenheimer & Co
New York
$1.38M +$976K +12,440 +244%
WP
158
WealthSource Partners
California
$1.37M +$1.37M +17,476 New
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$1.32M -$1.88M -23,984 -59%
BSB
160
Bangor Savings Bank
Maine
$1.32M -$47.1K -600 -3%
WA
161
Waverly Advisors
Alabama
$1.31M -$9.89K -126 -0.8%
LRIA
162
Leonard Rickey Investment Advisors
Washington
$1.3M -$8.48K -108 -0.6%
OCM
163
One Capital Management
California
$1.29M +$25.3K +322 +2%
APP
164
Avantax Planning Partners
Iowa
$1.28M -$55.4K -706 -4%
CA
165
Cornerstone Advisory
Maryland
$1.26M – – –
FPGK
166
Financial Partners Group (Kansas)
Kansas
$1.25M -$103K -1,316 -8%
Citigroup
167
Citigroup
New York
$1.25M -$101K -1,282 -7%
CPIG
168
Chicago Partners Investment Group
Illinois
$1.21M -$241K -2,944 -17%
ABC
169
Associated Banc-Corp
Wisconsin
$1.21M -$201K -2,556 -14%
PFP
170
Pinnacle Financial Partners
Tennessee
$1.19M -$23.9K -304 -2%
LNC
171
Lincoln National Corp
Pennsylvania
$1.18M +$58.6K +746 +5%
UCFA
172
United Capital Financial Advisors
Texas
$1.17M -$46.3K -590 -4%
CW
173
Cobiz Wealth
Colorado
$1.16M -$99.4K -1,266 -8%
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.15M -$468K -5,966 -29%
CAL
175
Capital Analysts LLC
Pennsylvania
$1.14M +$33.3K +424 +3%
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