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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 %
FNBOO
326
First National Bank of Omaha
Nebraska
$321K – – –
BA
327
Bellwether Advisors
Nebraska
$321K +$321K +3,722 New
UR
328
USCA RIA
Texas
$314K – – –
EWA
329
Encompass Wealth Advisors
Oregon
$312K +$312K +3,611 New
BBNA
330
Bremer Bank National Association
Minnesota
$311K -$8.8K -102 -3%
TRCT
331
Tower Research Capital (TRC)
New York
$310K -$6.09M -70,492 -95%
WC
332
Weil Company
California
$310K – – –
MP
333
McDonald Partners
Ohio
$305K +$305K +3,536 New
PWW
334
Pettyjohn Wood & White
Virginia
$304K -$56.1K -650 -16%
TAIM
335
TD Ameritrade Investment Management
Nebraska
$303K -$289K -3,338 -49%
Principal Financial Group
336
Principal Financial Group
Iowa
$303K +$303K +3,512 New
TCOV
337
Trust Company of Vermont
Vermont
$301K -$16.1K -186 -5%
WCM
338
Wealthcare Capital Management
Virginia
$301K – – –
FCFC
339
First Commonwealth Financial Corp
Pennsylvania
$299K – – –
HR
340
Hardy Reed
Mississippi
$299K – – –
NFP
341
Novak Financial Planning
Maryland
$297K +$297K +3,444 New
RWG
342
Ratio Wealth Group
Colorado
$296K +$296K +3,430 New
KPWS
343
Kestra Private Wealth Services
Texas
$295K +$295K +3,423 New
FT
344
Fiduciary Trust
Massachusetts
$291K -$10K -116 -3%
CS
345
Capital Square
Tennessee
$291K – – –
AIC
346
Ameritas Investment Company
Nebraska
$289K +$289K +3,345 New
Jane Street
347
Jane Street
New York
$282K -$382K -4,426 -58%
MBTD
348
Mechanics Bank - Trust Department
California
$282K – – –
FWM
349
Filbrandt Wealth Management
Wisconsin
$281K – – –
BIM
350
Bridges Investment Management
Nebraska
$279K – – –
12 13
14
15 16