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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
401
Perigon Wealth Management
California
$190K +$190K +2,200 New
Bank of Montreal
402
Bank of Montreal
Ontario, Canada
$187K +$1.44K +16 +0.8%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$183K -$19.4K -224 -10%
GCM
404
Gables Capital Management
Florida
$173K – – –
BFEC
405
Benjamin F. Edwards & Company
Missouri
$171K +$172 +2 +0.1%
CDIA
406
Capital Directions Investment Advisors
Georgia
$157K – – –
FRA
407
Front Row Advisors
California
$153K -$153K -1,776 -50%
RWA
408
Ropes Wealth Advisors
Massachusetts
$146K +$144K +1,668 +9,267%
IAIM
409
International Assets Investment Management
Florida
$144K +$144K +1,665 New
CCM
410
Covington Capital Management
California
$140K +$111K +1,280 +376%
AWA
411
Arkadios Wealth Advisors
Georgia
$134K +$117K +1,358 +672%
CIA
412
Choate Investment Advisors
Massachusetts
$133K – – –
COCM
413
Charter Oak Capital Management
New Hampshire
$130K +$130K +1,503 New
GSAM
414
Grant Street Asset Management
Pennsylvania
$127K +$127K +1,471 New
SMG
415
Spectrum Management Group
Indiana
$119K – – –
EI
416
Ellevest Inc
New York
$117K – – –
FCB
417
First Command Bank
Texas
$117K – – –
FCFS
418
First Command Financial Services
Texas
$117K – – –
SMA
419
Sage Mountain Advisors
Georgia
$115K +$115K +1,338 New
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$113K -$2.16K -25 -2%
JGIA
421
Jackson Grant Investment Advisers
Connecticut
$113K +$431 +5 +0.4%
BA
422
Ballast Advisors
Minnesota
$112K – – –
AAP
423
Arax Advisory Partners
Colorado
$111K +$86 +1 +0.1%
EA
424
Elm Advisors
California
$109K +$109K +1,260 New
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$108K +$19.4K +225 +22%
15 16
17
18 19