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

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.17B -$14.7M -181,742 -1%
Morgan Stanley
2
Morgan Stanley
New York
$389M +$1.18M +14,614 +0.3%
EFS
3
Edelman Financial Services
Virginia
$158M +$5.5M +67,946 +4%
Bank of America
4
Bank of America
North Carolina
$154M +$22.7K +280 +0%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$109M -$815K -10,062 -0.7%
UBS Group
6
UBS Group
Switzerland
$104M +$2.6M +32,088 +3%
Northern Trust
7
Northern Trust
Illinois
$51.3M -$1.53M -18,912 -3%
Axa
8
Axa
France
$50.7M -$713K -8,800 -1%
EK
9
Evensky & Katz
Florida
$49.2M +$625K +7,714 +1%
RJA
10
Raymond James & Associates
Florida
$45.5M +$3.89M +47,992 +9%
AA
11
Alesco Advisors
New York
$43.2M +$3.43M +42,398 +9%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$42.3M +$39.2M +483,332 +1,257%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$40M -$114K -1,404 -0.3%
PP
14
Palladium Partners
Virginia
$35M +$518K +6,400 +2%
Stifel Financial
15
Stifel Financial
Missouri
$33.4M -$7.09M -87,726 -18%
LPL Financial
16
LPL Financial
California
$30.8M +$875K +10,804 +3%
Ameriprise
17
Ameriprise
Minnesota
$30.7M +$5.08M +62,750 +20%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$29.4M +$533K +6,582 +2%
DADC
19
D.A. Davidson & Co
Montana
$28.8M +$1.28M +15,752 +5%
KeyBank National Association
20
KeyBank National Association
Ohio
$28.4M -$1.74M -21,448 -6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$26.9M – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$26.8M -$589K -7,276 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$25.3M +$404K +4,992 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$23.8M -$1.17M -14,452 -5%
BF
25
BOK Financial
Oklahoma
$23.6M -$46.7K -576 -0.2%
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