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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 %
Wells Fargo
1
Wells Fargo
California
$1.13B +$15.8M +204,624 +1%
Morgan Stanley
2
Morgan Stanley
New York
$370M +$3.57M +46,212 +1%
Bank of America
3
Bank of America
North Carolina
$146M -$10.5M -136,358 -7%
EFS
4
Edelman Financial Services
Virginia
$145M +$3.73M +48,348 +3%
Members Trust
5
Members Trust
Florida
$105M +$9M +116,558 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$105M +$2.38M +30,814 +2%
UBS Group
7
UBS Group
Switzerland
$96.3M -$2M -25,924 -2%
Northern Trust
8
Northern Trust
Illinois
$50.4M -$4.96M -64,186 -9%
Axa
9
Axa
France
$49M -$6.55M -84,800 -12%
EK
10
Evensky & Katz
Florida
$46.3M +$677K +8,758 +1%
RJA
11
Raymond James & Associates
Florida
$39.6M -$2.52M -32,664 -6%
Stifel Financial
12
Stifel Financial
Missouri
$38.6M -$5.94M -77,068 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38.3M +$1.11M +14,298 +3%
AA
14
Alesco Advisors
New York
$38M +$2.01M +26,028 +6%
PP
15
Palladium Partners
Virginia
$32.9M +$284K +3,676 +0.9%
KeyBank National Association
16
KeyBank National Association
Ohio
$28.8M -$2.15M -27,820 -7%
LPL Financial
17
LPL Financial
California
$28.6M +$1.26M +16,368 +5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$27.6M +$2.91M +37,730 +12%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$26.9M -$1.37M -17,690 -5%
DADC
20
D.A. Davidson & Co
Montana
$26.3M +$1.24M +16,048 +5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$26.1M -$388K -5,020 -1%
Ameriprise
22
Ameriprise
Minnesota
$24.4M +$2.33M +30,194 +11%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$23.8M +$1.69M +21,830 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$23.8M +$2.17M +28,092 +10%
BF
25
BOK Financial
Oklahoma
$22.6M -$189K -2,448 -0.8%
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