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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 %
JPLA
526
Joseph P. Lucia & Associates
New York
$7K – – –
CP
527
Covenant Partners
Tennessee
$6K +$6K +70 New
JSC
528
Jackson Square Capital
California
$6K +$6K +72 New
WWM
529
Willingdon Wealth Management
North Carolina
$5K – – –
AIC
530
Archer Investment Corporation
Indiana
$5K – – –
FDCDDQ
531
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.61K – – –
KFS
532
Kelly Financial Services
Massachusetts
$4.13K – – –
RMC
533
Resources Management Corp
Connecticut
$4K – – –
WEC
534
Winslow Evans & Crocker
Massachusetts
$4K – – –
PWMG
535
Prestige Wealth Management Group
New Jersey
$3K – – –
LDFR
536
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
ACA
537
Aptus Capital Advisors
Alabama
$3K +$3K +36 New
MA
538
MCF Advisors
Kentucky
$2K +$2K +18 New
TCWM
539
Total Clarity Wealth Management
Illinois
$2K +$2K +24 New
IA
540
Independence Advisors
Pennsylvania
$2K +$2K +28 New
SHWM
541
Silicon Hills Wealth Management
Texas
$911 +$911 +48 New
Axa
542
Axa
France
– -$30.9M -386,242 Closed
M&T Bank
543
M&T Bank
New York
– -$11.4M -142,200 Closed
MAM
544
Marquette Asset Management
Minnesota
– -$1.12M -14,062 Closed
UBS AM
545
UBS AM
Illinois
– -$610K -7,624 Closed
FTIOP
546
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$298K -3,730 Closed
APG
547
Abacus Planning Group
South Carolina
– -$276K -3,456 Closed
ZF
548
Zhang Financial
Michigan
– -$219K -2,740 Closed
SEI Investments
549
SEI Investments
Pennsylvania
– -$15.4M -2,502 Closed
CAN
550
Claraphi Advisory Network
United States
– -$124K -1,550 Closed
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