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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 %
SSC
426
Syverson Strege & Co
Iowa
$104K +$104K +1,204 New
HWA
427
HCR Wealth Advisors
California
$99K +$52.7K +730 +114%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$97K – – –
SFS
429
Sowell Financial Services
Arkansas
$88K -$55.8K -649 -39%
GAM
430
Gemmer Asset Management
California
$88K – – –
AFG
431
Albion Financial Group
Utah
$86K +$86K +1,000 New
TFO
432
Tarbox Family Office
California
$82K – – –
FPB
433
First PREMIER Bank
South Dakota
$82K – – –
SAM
434
S.A. Mason
Michigan
$76K +$76K +880 New
ST
435
Smithfield Trust
Pennsylvania
$74K – – –
HIA
436
Harbor Investment Advisory
Maryland
$74K +$3.43K +40 +5%
VFA
437
Valeo Financial Advisors
Indiana
$71K – – –
ONST
438
Old North State Trust
North Carolina
$71K – – –
LB
439
Legacy Bridge
Iowa
$69K – – –
CHA
440
Carmichael Hill & Associates
Maryland
$69K – – –
PMFA
441
Plante Moran Financial Advisors
Michigan
$64K – – –
RDFA
442
Ritter Daniher Financial Advisory
Ohio
$64K +$64K +744 New
MF
443
Manchester Financial
California
$58K – – –
BCA
444
Berman Capital Advisors
Georgia
$58K +$344 +4 +0.6%
SIC
445
Salem Investment Counselors
North Carolina
$58K +$58K +674 New
CFFP
446
Center for Financial Planning
Michigan
$57K -$7.77K -90 -12%
TIM
447
Tortoise Investment Management
New York
$57K – – –
BDWCC
448
B&D White Capital Company
Texas
$56K +$56K +650 New
KTC
449
Kistler-Tiffany Companies
Pennsylvania
$55K +$259 +3 +0.5%
ICP
450
Interchange Capital Partners
Pennsylvania
$55K +$55K +644 New
16 17
18
19 20