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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 %
HS
176
Huntington Steele
Pennsylvania
$907K +$98.6K +1,276 +12%
CCT
177
Country Club Trust
Missouri
$907K +$907K +11,744 New
IP
178
Intellectus Partners
California
$896K – – –
SCA
179
STALEY CAPITAL ADVISERS
Pennsylvania
$896K +$896K +11,600 New
BWA
180
BDO Wealth Advisors
Florida
$868K +$2.94K +38 +0.3%
BHWM
181
Bar Harbor Wealth Management
New Hampshire
$866K -$29.7K -384 -3%
WWM
182
Windsor Wealth Management
Indiana
$863K +$25.3K +328 +3%
CB
183
Commerce Bank
Missouri
$859K +$21.3K +276 +3%
IB
184
Intrust Bank
Kansas
$855K -$63.5K -822 -7%
MA
185
Mutual Advisors
Nebraska
$837K +$154K +1,988 +22%
HA
186
Harborview Advisors
Maine
$818K +$7.11K +92 +0.9%
LNC
187
Lincoln National Corp
Pennsylvania
$814K +$76.4K +988 +10%
PWAP
188
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$797K -$32.1K -416 -4%
VIA
189
Vantage Investment Advisors
Pennsylvania
$760K -$26.3K -340 -3%
MG
190
Mather Group
Illinois
$755K +$86.2K +1,116 +13%
TW
191
Transform Wealth
Colorado
$745K +$37.6K +486 +5%
PCG
192
Private Capital Group
Connecticut
$743K +$47.7K +618 +7%
CAM
193
Covenant Asset Management
New Jersey
$729K -$40.6K -526 -5%
Renaissance Technologies
194
Renaissance Technologies
New York
$726K +$726K +9,400 New
CCM
195
Coldstream Capital Management
Washington
$693K – – –
MGIA
196
Matthew Goff Investment Advisor
Texas
$680K – – –
CBB
197
Citizens Business Bank
California
$665K -$342K -4,426 -34%
KWM
198
Kingsview Wealth Management
Oregon
$655K +$22.1K +286 +3%
NFG
199
Next Financial Group
Texas
$645K +$313K +4,044 +94%
AC
200
Alexandria Capital
Virginia
$638K +$4.17K +54 +0.7%
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