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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 %
HH
376
Hilltop Holdings
Texas
$267K – – –
BS
377
Boenning & Scattergood
Pennsylvania
$266K -$10.6K -124 -4%
FWM
378
Frontier Wealth Management
Missouri
$265K -$927K -10,876 -78%
TP
379
Tranquility Partners
Tennessee
$264K – – –
DIA
380
Dana Investment Advisors
Wisconsin
$261K +$261K +3,062 New
CSIC
381
Clifford Swan Investment Counsel
California
$258K – – –
M
382
MOTCO
Texas
$257K -$12.6K -148 -5%
SMG
383
Spectrum Management Group
Indiana
$254K – – –
CCM
384
Condor Capital Management
New Jersey
$252K +$513 +6 +0.2%
CWM
385
Cahaba Wealth Management
Georgia
$251K +$341 +4 +0.1%
FWP
386
FAS Wealth Partners
Kansas
$250K +$1.19K +14 +0.5%
EB
387
Eastern Bank
Massachusetts
$246K +$246K +2,876 New
EWM
388
Endurance Wealth Management
Rhode Island
$244K – – –
CPA
389
Capital Planning Advisors
California
$244K +$41.7K +488 +21%
AFP
390
Ausdal Financial Partners
Iowa
$243K +$167 +2 +0.1%
DC
391
Davenport & Co
Virginia
$242K +$242K +2,840 New
AMG
392
Advisors Management Group
Wisconsin
$238K – – –
HTC
393
Haverford Trust Company
Pennsylvania
$227K – – –
NFG
394
Next Financial Group
Texas
$226K +$512 +6 +0.2%
ACA
395
Anchor Capital Advisors
Massachusetts
$226K +$226K +2,642 New
PPW
396
Parcion Private Wealth
Washington
$224K +$224K +2,620 New
DAS
397
Dynamic Advisor Solutions
Arizona
$222K -$3.41K -40 -2%
BF
398
Blankinship & Foster
California
$222K – – –
AF
399
Alerus Financial
North Dakota
$221K – – –
NAS
400
Nicolet Advisory Services
Wisconsin
$221K – – –
14 15
16
17 18