iShares S&P Mid-Cap 400 Value ETF
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
Charlotte,
North Carolina
|
+$14M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.4M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$5.23M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.86M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.02M |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$40.7M |
| 2 |
Axa
Paris,
France
|
-$30.9M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$21.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$18.5M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$15.4M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WC
551
Weil Company
San Diego,
California
| – | -$83K | -1,032 | Closed |
|
|
SB
552
Strategic Blueprint
Atlanta,
Georgia
| – | -$64K | -800 | Closed |
|
|
SWP
553
Strategic Wealth Partners
Independence,
Ohio
| – | -$54 | -700 | Closed |
|
|
TW
554
Towerpoint Wealth
Sacramento,
California
| – | -$36K | -450 | Closed |
|
555
First Manhattan
New York
| – | -$25K | -316 | Closed |
|
|
CCM
556
Cribstone Capital Management
Augusta,
Maine
| – | -$21K | -260 | Closed |
|
|
QCIG
557
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$18K | -232 | Closed |
|
|
KWA
558
KCS Wealth Advisory
Los Angeles,
California
| – | -$9.75K | -122 | Closed |
|
|
CI
559
Conning Inc
Hartford,
Connecticut
| – | -$6K | -74 | Closed |
|