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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
+$50M
2
Morgan Stanley
Morgan Stanley
New York
+$35M
3
UBS Group
UBS Group
Switzerland
+$20.4M
4
WIA
World Investment Advisors
California
+$20.2M
5
DADC
D.A. Davidson & Co
Montana
+$13.6M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$22.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$18.8M
3
Wells Fargo
Wells Fargo
California
-$16.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
5
CC
Courier Capital
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
376
PBMares Wealth Management
Virginia
$224K +$224K +2,594 New
BF
377
Blankinship & Foster
California
$224K +$224K +2,600 New
EWM
378
Endurance Wealth Management
Rhode Island
$223K +$86 +1 +0%
AF
379
Alerus Financial
North Dakota
$223K +$223K +2,584 New
IA
380
Insight Advisors
Pennsylvania
$221K +$221K +2,564 New
BSSFA
381
Baron Silver Stevens Financial Advisors
Florida
$219K +$219K +2,549 New
FM
382
Foster & Motley
Ohio
$218K +$218K +2,530 New
NCM
383
Narwhal Capital Management
Georgia
$216K +$216K +2,500 New
RA
384
Reby Advisors
Connecticut
$216K +$216K +2,502 New
SIS
385
SVB Investment Services
Utah
$215K – – –
PCA
386
Personal Capital Advisors
California
$214K +$214K +2,474 New
LWM
387
Lyell Wealth Management
California
$212K +$212K +2,460 New
HTC
388
Haverford Trust Company
Pennsylvania
$210K +$210K +2,430 New
SW
389
SVB Wealth
Massachusetts
$209K +$209K +2,420 New
RFWA
390
RPg Family Wealth Advisory
Massachusetts
$208K – – –
FRA
391
Frank Rimerman Advisors
California
$208K +$208K +2,412 New
CFA
392
Carroll Financial Associates
North Carolina
$208K – – –
CAM
393
Cozad Asset Management
Illinois
$208K +$208K +2,410 New
HWM
394
HighMark Wealth Management
Minnesota
$206K +$206K +2,389 New
HIMC
395
Heritage Investors Management Corp
Maryland
$205K +$205K +2,380 New
FA
396
FC Advisory
Pennsylvania
$203K +$203K +2,348 New
VNA
397
Valley National Advisers
Pennsylvania
$202K – – –
ONB
398
Old National Bancorp
Indiana
$202K +$202K +2,344 New
PC
399
Permanens Capital
New York
$200K +$200K +2,316 New
BFPW
400
BOK Financial Private Wealth
Colorado
$200K +$200K +2,321 New
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16
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