iShares S&P Mid-Cap 400 Value ETF
467 hedge funds and large institutions have $2.48B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 130 increasing their positions, 195 reducing their positions, and 105 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
41% less capital invested
Capital invested by funds: $4.21B → $2.48B (-$1.74B)
64% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 105
Holders
467
Holding in Top 10
18
Calls
–
Puts
–
Top Buyers
| 1 | +$29.6M | |
| 2 | +$21.5M | |
| 3 | +$20.6M | |
| 4 |
Betterment LLC
New York
|
+$14.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.4M |
Top Sellers
| 1 | -$178M | |
| 2 | -$38.9M | |
| 3 | -$25.2M | |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$19.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.5M |