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

533 hedge funds and large institutions have $3.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+72
Holders Change %
+15.62%
% of All Funds
9.46%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.39%
New
109
Increased
115
Reduced
202
Closed
27
Calls
$2K
Puts
$785K
Net Calls
-$783K
Net Calls Change
-$985K

Top Buyers

1
PSUF
People's United Financial
Connecticut
$53.2M
2
Morgan Stanley
Morgan Stanley
New York
$382M
3
UBS Group
UBS Group
Switzerland
$161M
4
WIA
World Investment Advisors
California
$20.2M
5
DADC
D.A. Davidson & Co
Montana
$59.7M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.39M
2
Financial Engines Advisors
Financial Engines Advisors
California
$115M
3
Wells Fargo
Wells Fargo
California
$501M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
5
CC
Courier Capital
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
226
AMG National Trust Bank
Colorado
$679K – – –
NL
227
NWAM LLC
Washington
$677K +$677K +7,846 New
TIM
228
Thompson Investment Management
Wisconsin
$673K -$24.6K -285 -4%
VVP
229
Venture Visionary Partners
Ohio
$670K +$341K +3,955 +104%
MWM
230
Mission Wealth Management
California
$666K -$8.54K -99 -1%
MWM
231
Meridian Wealth Management
Kentucky
$664K -$191K -2,212 -22%
SF
232
Synovus Financial
Georgia
$658K -$84.1K -971 -11%
CG
233
Colony Group
Massachusetts
$657K -$113K -1,308 -15%
AC
234
Alexandria Capital
Virginia
$657K +$173 +2 +0%
KIC
235
Kensington Investment Counsel
California
$655K +$655K +7,595 New
PFS
236
Prospera Financial Services
Texas
$653K +$637K +7,352 +4,084%
9WM
237
9258 Wealth Management
Ohio
$636K -$738K -8,551 -54%
RJT
238
Raymond James Trust
Florida
$635K +$89.2K +1,033 +16%
SIA
239
Soltis Investment Advisors
Utah
$634K +$124K +1,434 +24%
SC
240
Savant Capital
Illinois
$632K -$102K -1,178 -14%
HA
241
HYA Advisors
Missouri
$631K +$72.4K +839 +13%
MGIA
242
Matthew Goff Investment Advisor
Texas
$620K -$229K -2,650 -27%
TNB
243
Thomasville National Bank
Georgia
$619K – – –
MFW
244
Meristem Family Wealth
Minnesota
$594K – – –
TWP
245
Total Wealth Planning
Ohio
$587K -$19.6K -227 -3%
CPO
246
Cerity Partners OCIO
New York
$585K -$345 -4 -0.1%
MIC
247
Meridian Investment Counsel
California
$574K – – –
GTAM
248
Global Trust Asset Management
Florida
$569K -$27.2K -315 -5%
CFO
249
Collective Family Office
Pennsylvania
$556K +$556K +6,442 New
EGWAG
250
Elwood & Goetz Wealth Advisory Group
Georgia
$551K – – –
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