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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 %
Wells Fargo
1
Wells Fargo
California
$967M -$19.2M -277,952 -2%
Morgan Stanley
2
Morgan Stanley
New York
$253M -$83.2M -1,202,506 -25%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$165M +$162M +2,346,454 +5,348%
Financial Engines Advisors
4
Financial Engines Advisors
California
$143M +$143M +2,070,774 New
Bank of America
5
Bank of America
North Carolina
$139M +$8.35M +120,720 +6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$97.8M +$4.04M +58,338 +4%
UBS Group
7
UBS Group
Switzerland
$86.6M -$5.01M -72,450 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$67.5M -$122M -1,757,876 -64%
RJA
9
Raymond James & Associates
Florida
$45.1M -$2.22M -32,126 -5%
Northern Trust
10
Northern Trust
Illinois
$44.1M +$372K +5,378 +0.9%
EK
11
Evensky & Katz
Florida
$42.1M -$18.5K -268 -0%
Ameriprise
12
Ameriprise
Minnesota
$41.4M +$1.53M +22,180 +4%
AA
13
Alesco Advisors
New York
$41M +$954K +13,786 +2%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$34.9M -$30.9M -446,432 -47%
Axa
15
Axa
France
$34.2M -$2.68M -38,800 -7%
Stifel Financial
16
Stifel Financial
Missouri
$33.2M +$7.71M +111,338 +30%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$32.4M +$9.27M +133,956 +40%
LPL Financial
18
LPL Financial
California
$30.3M +$1.81M +26,156 +6%
PP
19
Palladium Partners
Virginia
$29.8M -$437K -6,312 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$28.6M +$2.17M +31,336 +8%
DADC
21
D.A. Davidson & Co
Montana
$27.7M +$709K +10,254 +3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$26.5M -$318K -4,608 -1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$24.6M +$26.6K +384 +0.1%
Truist Financial
24
Truist Financial
North Carolina
$24.1M +$1.71M +24,666 +8%
SL
25
Salomon & Ludwin
Virginia
$23.6M +$23.6M +341,320 New
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