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

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
201
Certified Advisory Corp
Florida
$877K +$350K +4,458 +66%
MGIA
202
Matthew Goff Investment Advisor
Texas
$860K +$230K +2,650 +37%
PWAP
203
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$844K +$314 +4 +0%
FAIM
204
Financial Advocates Investment Management
Washington
$840K -$12.4K -158 -1%
NFG
205
Nations Financial Group
Iowa
$833K +$14.8K +188 +2%
SF
206
Synovus Financial
Georgia
$830K -$101K -1,292 -11%
BHWM
207
Bar Harbor Wealth Management
New Hampshire
$825K -$5.96K -76 -0.7%
HCA
208
Heck Capital Advisors
Wisconsin
$814K +$143K +1,822 +21%
AIP
209
Ahrens Investment Partners
Louisiana
$797K -$133K -1,696 -14%
CA
210
Cetera Advisors
Colorado
$795K -$3.93K -50 -0.5%
PWP
211
Personal Wealth Partners
Minnesota
$786K +$786K +10,016 New
PCG
212
Private Capital Group
Connecticut
$785K -$14.9K -190 -2%
AW
213
ACG Wealth
Georgia
$784K +$52.3K +666 +7%
CBN
214
Cadence Bank NA
Texas
$783K -$15.9K -202 -2%
SWPG
215
Strategic Wealth Partners Group
Illinois
$771K -$90.8K -1,158 -11%
MA
216
MONECO Advisors
Connecticut
$769K -$1.41K -18 -0.2%
TA
217
Townsend & Associates
Colorado
$767K +$46.3K +590 +6%
BWA
218
BDO Wealth Advisors
Florida
$765K -$30.6K -390 -4%
PFG
219
Pacific Financial Group
Washington
$757K +$5.18K +66 +0.7%
HA
220
Harborview Advisors
Maine
$754K -$70.4K -896 -9%
RJT
221
Raymond James Trust
Florida
$733K +$25.1K +320 +4%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$731K -$358K -4,562 -33%
MAFM
223
Mid Atlantic Financial Management
Pennsylvania
$723K -$51.3K -654 -7%
SC
224
SouthState Corp
Florida
$719K – – –
MBT
225
Montecito Bank & Trust
California
$700K -$19.1K -244 -3%
7 8
9
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