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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 %
JIC
251
Johnson Investment Counsel
Ohio
$547K – – –
MBT
252
Montecito Bank & Trust
California
$542K -$35.9K -416 -6%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$538K -$688K -7,972 -56%
EWM
254
EPG Wealth Management
Georgia
$536K -$31.1K -360 -5%
FPGK
255
Financial Partners Group (Kansas)
Kansas
$530K +$1.09K +12 +0.2%
B
256
Bailard
California
$529K +$253K +2,926 +91%
CCA
257
Cobblestone Capital Advisors
New York
$528K – – –
BA
258
Bridge Advisory
California
$526K +$526K +6,090 New
VFIC
259
Valley Forge Investment Consultants
Pennsylvania
$525K +$525K +6,086 New
RG
260
Rikoon Group
New Mexico
$522K +$1.21K +14 +0.2%
CFG
261
Citizens Financial Group
Rhode Island
$521K +$1.81K +21 +0.3%
WANY
262
Wealthspire Advisors (New York)
New York
$520K +$520K +6,027 New
KCM
263
Kanawha Capital Management
Virginia
$511K +$53K +615 +12%
HCA
264
Heck Capital Advisors
Wisconsin
$508K +$211K +2,444 +71%
PCMC
265
Private Capital Management (Colorado)
Colorado
$507K -$2.93K -34 -0.6%
LWCFA
266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$506K +$506K +5,862 New
MCM
267
Mattern Capital Management
Colorado
$505K -$9.07K -105 -2%
SWM
268
Soundmark Wealth Management
Washington
$492K +$492K +5,701 New
OWA
269
Outlook Wealth Advisors
Texas
$487K -$10.9K -126 -2%
DBT
270
Dubuque Bank & Trust
Iowa
$486K +$36.6K +424 +8%
RMCM
271
Reynders McVeigh Capital Management
Massachusetts
$483K -$129K -1,500 -21%
BRWA
272
B. Riley Wealth Advisors
Florida
$478K -$26.3K -304 -5%
SIC
273
Sigma Investment Counselors
Michigan
$469K +$469K +5,430 New
EVC
274
Eidelman Virant Capital
Missouri
$464K +$1.73K +20 +0.4%
AAS
275
Avantax Advisory Services
Texas
$462K -$2.7M -31,319 -85%
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