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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 %
CA
326
Clearstead Advisors
Ohio
$369K +$1.37K +16 +0.4%
LA
327
LexAurum Advisors
Kansas
$367K +$2.05K +24 +0.6%
AB
328
Atlas Brown
Kentucky
$366K -$13.5K -158 -4%
BJL
329
Brighton Jones LLC
Washington
$364K +$682 +8 +0.2%
FNBOO
330
First National Bank of Omaha
Nebraska
$363K -$23.1K -270 -6%
HR
331
Hayden Royal
North Carolina
$362K -$9.51K -112 -3%
AP
332
Appleton Partners
Massachusetts
$361K -$4.27K -50 -1%
WW
333
Westshore Wealth
California
$361K +$361K +4,230 New
CG
334
Corundum Group
Colorado
$350K – – –
BIM
335
Bridges Investment Management
Nebraska
$348K – – –
JIR
336
James Investment Research
Ohio
$346K – – –
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$345K – – –
PWM
338
PBMares Wealth Management
Virginia
$344K +$344K +4,028 New
MG
339
Mather Group
Illinois
$343K -$28K -328 -8%
AAP
340
Arax Advisory Partners
Colorado
$343K +$3.08K +36 +0.9%
CIA
341
Capital Investment Advisors
Georgia
$342K +$5.46K +64 +2%
IAA
342
Ironsides Asset Advisors
North Carolina
$341K – – –
AIP
343
Ahrens Investment Partners
Louisiana
$334K -$5.12K -60 -2%
FNBTCON
344
First National Bank & Trust Co of Newtown
Pennsylvania
$329K – – –
MI
345
Moneywise Inc
Virginia
$328K +$639 +8 +0.2%
FFWA
346
FRG Family Wealth Advisors
Washington
$326K – – –
VVP
347
Venture Visionary Partners
Ohio
$325K +$325K +3,812 New
HCIA
348
Hochman Cole Investment Advisors
Illinois
$321K – – –
GEA
349
Glen Eagle Advisors
New Jersey
$319K +$12.1K +142 +4%
NWS
350
Newport Wealth Strategies
California
$319K – – –
12 13
14
15 16