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

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
176
Commerce Bank
Missouri
$898K -$1.78K -22 -0.2%
IB
177
Intrust Bank
Kansas
$896K – – –
MWM
178
Mission Wealth Management
California
$886K +$321K +3,962 +57%
HNB
179
Huntington National Bank
Ohio
$874K -$618K – –
CBN
180
Cadence Bank NA
Texas
$872K -$234K -2,892 -21%
HA
181
Harborview Advisors
Maine
$848K -$9.88K -122 -1%
PWAP
182
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$836K – – –
PCG
183
Private Capital Group
Connecticut
$782K – – –
CAM
184
Covenant Asset Management
New Jersey
$766K +$1.78K +22 +0.2%
VIA
185
Vantage Investment Advisors
Pennsylvania
$757K -$40K -494 -5%
CCM
186
Coldstream Capital Management
Washington
$726K – – –
DBRC
187
D.B. Root & Company
Pennsylvania
$704K +$375K +4,628 +114%
KWM
188
Kingsview Wealth Management
Oregon
$702K +$14.4K +178 +2%
AC
189
Alexandria Capital
Virginia
$669K – – –
Goldman Sachs
190
Goldman Sachs
New York
$666K -$3.16M -39,012 -83%
BFA
191
Bragg Financial Advisors
North Carolina
$655K -$4.38K -54 -0.7%
MG
192
Mather Group
Illinois
$646K -$146K -1,802 -18%
CBB
193
Citizens Business Bank
California
$641K -$56.3K -694 -8%
TA
194
Townsend & Associates
Colorado
$634K +$199K +2,456 +46%
HCA
195
Heck Capital Advisors
Wisconsin
$624K +$4.7K +58 +0.8%
TNB
196
Thomasville National Bank
Georgia
$612K -$10.5K -130 -2%
CA
197
Cambridge Advisors
Nebraska
$586K – – –
SBH
198
Segall Bryant & Hamill
Illinois
$583K – – –
GTAM
199
Global Trust Asset Management
Florida
$573K – – –
HJA
200
Hugh Johnson Advisors
New York
$564K +$257K +3,170 +84%
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