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

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
–
Net Calls
+$669K
Net Calls Change
+$379K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$14M
2
LPL Financial
LPL Financial
California
+$12.4M
3
Northern Trust
Northern Trust
Illinois
+$5.23M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.86M
5
CS
Credit Suisse
Switzerland
+$4.02M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$40.7M
2
Axa
Axa
France
-$30.9M
3
WIA
World Investment Advisors
California
-$21.6M
4
Wells Fargo
Wells Fargo
California
-$18.5M
5
SEI Investments
SEI Investments
Pennsylvania
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Covenant Asset Management
New Jersey
$451K -$127K -1,486 -22%
BRWA
302
B. Riley Wealth Advisors
Florida
$451K +$18.3K +214 +4%
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$444K – – –
BAAM
304
Baker Avenue Asset Management
California
$442K – – –
BHBT
305
Burke & Herbert Bank & Trust
Virginia
$441K -$1.2K -14 -0.3%
A
306
AdvicePeriod
California
$437K -$75.8K -886 -15%
Brown Advisory
307
Brown Advisory
Maryland
$436K – – –
CCA
308
Cobblestone Capital Advisors
New York
$436K – – –
Cerity Partners
309
Cerity Partners
New York
$423K +$43K +504 +11%
HW
310
Hancock Whitney
Mississippi
$417K – – –
SS
311
Sunbelt Securities
Texas
$416K +$135K +1,578 +48%
BlackRock
312
BlackRock
New York
$412K +$29.2K +342 +8%
MWM
313
Meridian Wealth Management
Kentucky
$402K +$62.2K +730 +18%
OWA
314
Outlook Wealth Advisors
Texas
$399K -$683 -8 -0.2%
CRC
315
Curi RMB Capital
Illinois
$394K – – –
WB
316
WesBanco Bank
West Virginia
$387K +$150K +1,760 +63%
MMHP
317
Murphy Middleton Hinkle & Parker
Georgia
$384K +$1.88K +22 +0.5%
KIA
318
KCM Investment Advisors
California
$381K – – –
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$381K +$4.44K +52 +1%
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$379K – – –
KP
321
Keel Point
Alabama
$378K -$82.2K -962 -18%
DBT
322
Dubuque Bank & Trust
Iowa
$378K – – –
PA
323
Parallel Advisors
California
$375K – – –
WCM
324
Wealthcare Capital Management
Virginia
$374K – – –
APSP
325
Asset Planning Services (Pennsylvania)
Pennsylvania
$373K -$14.1K -168 -4%
11 12
13
14 15