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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 %
NFG
201
Nations Financial Group
Iowa
$721K +$198K +2,862 +38%
PCG
202
Private Capital Group
Connecticut
$705K +$39.8K +576 +6%
CA
203
Cetera Advisors
Colorado
$704K -$379K -5,474 -35%
CBN
204
Cadence Bank NA
Texas
$704K -$15.8K -228 -2%
BWA
205
BDO Wealth Advisors
Florida
$701K -$10.2K -148 -1%
MAFM
206
Mid Atlantic Financial Management
Pennsylvania
$682K +$682K +9,864 New
MA
207
MONECO Advisors
Connecticut
$679K +$679K +9,812 New
NI
208
Nuance Investments
Missouri
$679K +$679K +9,814 New
PFG
209
Pacific Financial Group
Washington
$663K +$663K +9,580 New
AW
210
ACG Wealth
Georgia
$645K +$645K +9,326 New
TA
211
Townsend & Associates
Colorado
$635K +$41.5K +600 +7%
MBT
212
Montecito Bank & Trust
California
$634K +$1.11K +16 +0.2%
SC
213
SouthState Corp
Florida
$634K +$239K +3,452 +60%
OFG
214
Omega Financial Group
California
$628K +$628K +9,076 New
RJT
215
Raymond James Trust
Florida
$624K +$222K +3,212 +55%
CCM
216
Coldstream Capital Management
Washington
$620K – – –
MWM
217
Mission Wealth Management
California
$613K -$124K -1,794 -17%
BFA
218
Bragg Financial Advisors
North Carolina
$602K +$65.1K +940 +12%
HI
219
Human Investing
Oregon
$601K +$601K +8,694 New
LHC
220
Little House Capital
Massachusetts
$593K +$593K +8,570 New
HCA
221
Heck Capital Advisors
Wisconsin
$591K +$65.3K +944 +12%
CG
222
Cutler Group
California
$581K +$581K +8,400 New
SBH
223
Segall Bryant & Hamill
Illinois
$558K +$60.2K +870 +12%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$558K +$104K +1,506 +23%
LWAC
225
Laurel Wealth Advisors (California)
California
$557K +$78.6K +1,138 +16%
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