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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 %
IB
176
Intrust Bank
Kansas
$926K – – –
MWM
177
Mission Wealth Management
California
$892K -$22.8K -272 -2%
PO
178
Private Ocean
California
$881K -$292K -3,496 -25%
CBN
179
Cadence Bank NA
Texas
$871K -$30K -358 -3%
HA
180
Harborview Advisors
Maine
$866K -$10K -120 -1%
AF
181
Advisornet Financial
Minnesota
$865K +$813K +9,718 +1,578%
BWA
182
BDO Wealth Advisors
Florida
$861K -$79.5K -950 -8%
KWM
183
Kingsview Wealth Management
Oregon
$860K +$135K +1,614 +19%
HNB
184
Huntington National Bank
Ohio
$848K -$874K – –
KFA
185
Kays Financial Advisory
Georgia
$843K -$5.71M -68,214 -87%
PWAP
186
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$841K -$22.2K -266 -3%
PCG
187
Private Capital Group
Connecticut
$808K – – –
VIA
188
Vantage Investment Advisors
Pennsylvania
$782K – – –
CAM
189
Covenant Asset Management
New Jersey
$768K -$23.8K -284 -3%
MBT
190
Montecito Bank & Trust
California
$766K +$192K +2,298 +34%
CCM
191
Coldstream Capital Management
Washington
$750K – – –
DBRC
192
D.B. Root & Company
Pennsylvania
$748K +$20.4K +244 +3%
TA
193
Townsend & Associates
Colorado
$718K +$63.3K +756 +10%
EWF
194
Epstein & White Financial
California
$698K -$2.9M -34,094 -81%
AC
195
Alexandria Capital
Virginia
$682K -$8.87K -106 -1%
BFA
196
Bragg Financial Advisors
North Carolina
$649K -$27.1K -324 -4%
MGIA
197
Matthew Goff Investment Advisor
Texas
$643K +$421K +5,036 +190%
HCA
198
Heck Capital Advisors
Wisconsin
$636K -$8.03K -96 -1%
NFG
199
Nations Financial Group
Iowa
$633K +$105K +1,250 +20%
TNB
200
Thomasville National Bank
Georgia
$632K – – –
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