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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 %
BFA
201
Bragg Financial Advisors
North Carolina
$629K -$10.5K -136 -2%
HNB
202
Huntington National Bank
Ohio
$618K -$796K – –
TNB
203
Thomasville National Bank
Georgia
$593K -$13.9K -180 -2%
HCA
204
Heck Capital Advisors
Wisconsin
$590K +$108K +1,402 +22%
Citadel Advisors
205
Citadel Advisors
Florida
$578K -$480K -6,216 -45%
CA
206
Cambridge Advisors
Nebraska
$559K – – –
SBH
207
Segall Bryant & Hamill
Illinois
$556K +$301K +3,892 +118%
GTAM
208
Global Trust Asset Management
Florida
$546K -$5.09K -66 -0.9%
KC
209
Kingfisher Capital
North Carolina
$541K +$10K +130 +2%
MWM
210
Mission Wealth Management
California
$538K +$538K +6,970 New
AFP
211
Ausdal Financial Partners
Iowa
$533K -$53.5K -692 -9%
KIA
212
KCM Investment Advisors
California
$532K – – –
LWAC
213
Laurel Wealth Advisors (California)
California
$530K +$154 +2 +0%
OCM
214
One Capital Management
California
$529K -$11K -142 -2%
BAS
215
Brown Advisory Securities
Maryland
$527K +$48.1K +626 +10%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$515K -$77.3K -1,000 -13%
GAM
217
Griffin Asset Management
New York
$506K +$15K +194 +3%
HCA
218
Harbour Capital Advisors
Virginia
$497K – – –
FHC
219
First Heartland Consultants
Missouri
$495K -$3.09K -40 -0.6%
BAAM
220
Baker Avenue Asset Management
California
$494K – – –
FA
221
FDx Advisors
Illinois
$492K +$492K +6,370 New
MIC
222
Meridian Investment Counsel
California
$479K – – –
NFG
223
Nations Financial Group
Iowa
$479K +$1.24K +16 +0.3%
RG
224
Rikoon Group
New Mexico
$478K -$51.7K -686 -10%
CPO
225
Cerity Partners OCIO
New York
$469K +$463 +6 +0.1%
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