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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
$53.2M
2
Morgan Stanley
Morgan Stanley
New York
$382M
3
UBS Group
UBS Group
Switzerland
$161M
4
WIA
World Investment Advisors
California
$20.2M
5
DADC
D.A. Davidson & Co
Montana
$59.7M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.39M
2
Financial Engines Advisors
Financial Engines Advisors
California
$115M
3
Wells Fargo
Wells Fargo
California
$501M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
5
CC
Courier Capital
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$28M -$1.11M -12,901 -4%
1IA
27
1834 Investment Advisors
Wisconsin
$25.5M +$934K +10,826 +4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$24M +$1.91M +22,146 +9%
MCM
29
MAI Capital Management
Ohio
$23.9M +$319K +3,693 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$20.9M +$8.51M +98,602 +69%
Osaic Holdings
31
Osaic Holdings
Arizona
$20.6M -$632K -7,321 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$20.6M -$4.47M -51,852 -18%
RCA
33
Rex Capital Advisors
Rhode Island
$20.6M +$182K +2,112 +0.9%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$20.3M -$609K -7,052 -3%
WIA
35
World Investment Advisors
California
$20.2M +$20.2M +213,181 New
KeyBank National Association
36
KeyBank National Association
Ohio
$20M +$2.95M +34,138 +17%
DPIM
37
Duff & Phelps Investment Management
Illinois
$20M – – –
DCM
38
Dupont Capital Management
Delaware
$19.8M +$2.23M +25,886 +13%
SL
39
Salomon & Ludwin
Virginia
$17M -$1.11M -12,901 -6%
SFI
40
SPC Financial Inc
Maryland
$16.6M +$319K +3,700 +2%
FMC
41
First Merchants Corp
Indiana
$15.9M -$313K -3,628 -2%
FAM
42
Flaharty Asset Management
Florida
$14.5M -$770K -8,926 -5%
MWM
43
Merriman Wealth Management
Washington
$12.8M -$1.08M -12,471 -8%
LFS
44
Lutz Financial Services
Nebraska
$12.2M -$213K -2,463 -2%
EPP
45
ETF Portfolio Partners
Kansas
$11.9M +$424K +4,909 +4%
Betterment LLC
46
Betterment LLC
New York
$11.4M -$4.01M -46,499 -26%
KWP
47
Keystone Wealth Partners
Arizona
$11.4M +$11.4M +132,009 New
TYCC
48
Texas Yale Capital Corp
Florida
$11.1M -$4.75K -55 -0%
CAL
49
Capital Advisors Ltd
Ohio
$10.7M +$2.07K +24 +0%
CC
50
Courier Capital
New York
$10.7M -$10.7M -123,903 -50%
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