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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 %
Wells Fargo
1
Wells Fargo
California
$1.09B -$8.69M -110,662 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$278M -$8.37M -106,594 -3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$168M +$5.16M +65,784 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$164M -$23.6M -300,818 -13%
Bank of America
5
Bank of America
North Carolina
$161M +$4.06M +51,772 +3%
UBS Group
6
UBS Group
Switzerland
$113M +$15.2M +193,260 +15%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$111M -$319K -4,068 -0.3%
Stifel Financial
8
Stifel Financial
Missouri
$83.5M +$45.9M +584,960 +122%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$79.7M +$3.06M +38,954 +4%
Natixis Advisors
10
Natixis Advisors
Massachusetts
$77.4M +$37.8M +482,100 +96%
LPL Financial
11
LPL Financial
California
$60.9M +$26.6M +338,426 +77%
RJA
12
Raymond James & Associates
Florida
$52.5M +$1.29M +16,376 +3%
Northern Trust
13
Northern Trust
Illinois
$52M +$1.93M +24,550 +4%
Ameriprise
14
Ameriprise
Minnesota
$51.9M +$4.86M +61,922 +10%
EK
15
Evensky & Katz
Florida
$48.3M +$532K +6,782 +1%
AA
16
Alesco Advisors
New York
$46.7M +$173K +2,200 +0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$42.8M +$10.4M +132,466 +32%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$37.8M +$1.03M +13,128 +3%
PP
19
Palladium Partners
Virginia
$34.2M +$346K +4,404 +1%
DADC
20
D.A. Davidson & Co
Montana
$32.5M +$1.08M +13,776 +3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$31M +$3.03M +38,648 +11%
Axa
22
Axa
France
$30.8M -$7.99M -101,800 -21%
BF
23
BOK Financial
Oklahoma
$30.4M +$5M +63,692 +20%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$29.7M +$18.5M +236,088 +166%
Truist Financial
25
Truist Financial
North Carolina
$29.6M +$2.23M +28,414 +8%
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