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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 %
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$959K +$14.8K +214 +2%
HNB
177
Huntington National Bank
Ohio
$951K -$848K – –
WT
178
Whittier Trust
California
$951K – – –
SFG
179
SNS Financial Group
Minnesota
$938K +$564K +8,156 +151%
SWM
180
Segment Wealth Management
Texas
$910K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$909K +$96.9K +1,400 +12%
CB
182
Commerce Bank
Missouri
$883K -$4.15K -60 -0.5%
KWM
183
Kingsview Wealth Management
Oregon
$863K +$153K +2,206 +21%
BWCS
184
Beirne Wealth Consulting Services
Connecticut
$851K +$851K +12,308 New
RC
185
RegentAtlantic Capital
New Jersey
$850K – – –
NL
186
NWAM LLC
Washington
$838K +$58.6K +848 +8%
WWM
187
Windsor Wealth Management
Indiana
$837K +$49.5K +716 +6%
SF
188
Synovus Financial
Georgia
$821K -$8.84K -128 -1%
AIP
189
Ahrens Investment Partners
Louisiana
$820K -$50.5K -730 -6%
KFA
190
Kays Financial Advisory
Georgia
$809K +$112K +1,624 +16%
MWM
191
Merriman Wealth Management
Washington
$800K -$7.35M -103,976 -90%
IWS
192
Insight Wealth Strategies
California
$791K +$791K +11,438 New
CL
193
Cabana LLC
Arkansas
$771K +$771K +11,142 New
CAM
194
Covenant Asset Management
New Jersey
$768K – – –
SWPG
195
Strategic Wealth Partners Group
Illinois
$760K +$760K +10,988 New
FAIM
196
Financial Advocates Investment Management
Washington
$751K +$510K +7,376 +212%
PWAP
197
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$744K +$48K +694 +7%
BHWM
198
Bar Harbor Wealth Management
New Hampshire
$733K -$41.3K -596 -5%
PO
199
Private Ocean
California
$729K +$830 +12 +0.1%
HA
200
Harborview Advisors
Maine
$726K +$10.4K +150 +1%
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