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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 %
SFSIG
451
San Francisco Sentry Investment Group
California
$75K – – –
SAM
452
S.A. Mason
Michigan
$75K +$75K +880 New
ONST
453
Old North State Trust
North Carolina
$70K – – –
WCG
454
Weaver Consulting Group
California
$70K – – –
CHA
455
Carmichael Hill & Associates
Maryland
$68K +$68K +792 New
SSB
456
Sandy Spring Bank
Maryland
$66K +$170 +2 +0.3%
TA
457
TFG Advisers
Michigan
$65K +$65K +768 New
CFFP
458
Center for Financial Planning
Michigan
$64K +$64K +750 New
TIM
459
Tortoise Investment Management
New York
$61K – – –
FCMT
460
Founders Capital Management (Texas)
Texas
$61K +$513 +6 +0.8%
CFG
461
Citizens Financial Group
Rhode Island
$59K – – –
Chevy Chase Trust
462
Chevy Chase Trust
Maryland
$58K +$58K +678 New
HIA
463
Harbor Investment Advisory
Maryland
$57K +$57K +662 New
GWM
464
Geneos Wealth Management
Colorado
$56K – – –
S
465
SignatureFD
Georgia
$56K +$11.5K +134 +26%
TT
466
TI-Trust
Illinois
$54K +$54K +632 New
FMTCOCP
467
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K – – –
KTC
468
Kistler-Tiffany Companies
Pennsylvania
$53K +$341 +4 +0.6%
EP
469
Eudaimonia Partners
Tennessee
$52K +$52K +608 New
CFN
470
Cordasco Financial Network
Florida
$44K – – –
TFGT
471
TS Financial Group (TSFG)
Illinois
$43K -$1.21K -14 -3%
ANBT
472
American National Bank & Trust
Texas
$40K – – –
FCFS
473
First Command Financial Services
Texas
$39K – – –
FCB
474
First Command Bank
Texas
$39K – – –
MIM
475
Macroview Investment Management
Maryland
$37K +$37K +430 New
17 18
19
20 21