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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 %
CBB
351
Citizens Business Bank
California
$314K -$1.37K -16 -0.4%
BUB
352
BBVA USA Bancshares
Texas
$309K +$309K +3,618 New
RMDI
353
R.M. Davis Inc
Maine
$308K +$68.3K +800 +28%
PG
354
Prostatis Group
Maryland
$308K +$308K +3,606 New
ANTB
355
AMG National Trust Bank
Colorado
$307K – – –
SIC
356
Sigma Investment Counselors
Michigan
$307K +$5.97K +70 +2%
MIM
357
Moseley Investment Management
Florida
$306K – – –
FWM
358
Filbrandt Wealth Management
Wisconsin
$304K +$304K +3,564 New
FCFC
359
First Commonwealth Financial Corp
Pennsylvania
$296K – – –
BPWA
360
Beacon Pointe Wealth Advisors
California
$291K -$84.3K -986 -22%
CFS
361
CRA Financial Services
New Jersey
$291K -$8.01K -94 -3%
JPG
362
Jordan Park Group
California
$291K +$291K +3,410 New
TAIM
363
TD Ameritrade Investment Management
Nebraska
$290K +$7.68K +90 +3%
CS
364
Capital Square
Tennessee
$287K +$287K +3,372 New
IB
365
Intrust Bank
Kansas
$286K -$173K -2,026 -38%
LFAS
366
Level Four Advisory Services
Texas
$284K -$13.2K -154 -4%
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$281K -$854 -10 -0.3%
SFS
368
Sowell Financial Services
Arkansas
$281K +$57K +668 +25%
LSAG
369
Lake Street Advisors Group
New Hampshire
$279K – – –
MBTD
370
Mechanics Bank - Trust Department
California
$279K – – –
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$276K -$23.2K -272 -8%
DTC
372
Davidson Trust Company
Washington
$276K +$276K +3,242 New
FIB
373
First Interstate Bank
Montana
$271K +$74.1K +868 +38%
PCA
374
Personal Capital Advisors
California
$271K +$271K +3,172 New
QCMC
375
Quantum Capital Management (California)
California
$269K – – –
13 14
15
16 17