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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
1
People's United Financial
Connecticut
$53.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$382M
3
UBS Group
3
UBS Group
Switzerland
$161M
4
WIA
4
World Investment Advisors
California
$20.2M
5
DADC
5
D.A. Davidson & Co
Montana
$59.7M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.39M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$115M
3
Wells Fargo
3
Wells Fargo
California
$501M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$349M
5
CC
5
Courier Capital
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$10.1M -$240K -2,785 -2%
GIA
52
GHP Investment Advisors
Colorado
$10.1M -$172K -1,997 -2%
Lido Advisors
53
Lido Advisors
California
$9.67M -$1.66M -19,293 -15%
KPCM
54
Kings Point Capital Management
New York
$9.52M -$426K -4,936 -4%
SPIA
55
Steward Partners Investment Advisory
New York
$9.49M -$158K -1,828 -2%
EIP
56
Ellis Investment Partners
Pennsylvania
$9.31M -$689K -7,979 -7%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$9.21M -$1.03M -11,979 -10%
BEC
58
Blue Edge Capital
Virginia
$9.2M +$1.29M +14,913 +16%
SAF
59
Smith Anglin Financial
Texas
$8.4M +$8.4M +97,326 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$8.38M +$118K +1,363 +1%
AMG
61
Asset Management Group
Connecticut
$8.36M -$8.11K -94 -0.1%
M&T Bank
62
M&T Bank
New York
$8.33M -$541K -6,267 -6%
FHB
63
First Hawaiian Bank
Hawaii
$8.17M -$191K -2,215 -2%
SFP
64
Sterling Financial Planning
New Jersey
$8.1M +$8.1M +93,897 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$7.61M -$406K -4,699 -5%
HCM
66
Hudson Capital Management
New Jersey
$7.59M +$965K +11,173 +15%
HighTower Advisors
67
HighTower Advisors
Illinois
$7.49M +$5.5M +63,602 +276%
Stifel Financial
68
Stifel Financial
Missouri
$7.48M -$342K -3,968 -4%
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$7.21M +$302K +3,503 +4%
BCM
70
Brookstone Capital Management
Illinois
$6.58M +$6.58M +76,279 New
UWPG
71
Ullmann Wealth Partners Group
Florida
$6.58M -$250K -2,894 -4%
CFB
72
Cullen/Frost Bankers
Texas
$6.52M +$216K +2,508 +3%
Mariner
73
Mariner
Kansas
$6.48M -$170K -1,966 -3%
GLA
74
Great Lakes Advisors
Illinois
$6.33M +$30.1K +349 +0.5%
US Bancorp
75
US Bancorp
Minnesota
$6M -$473K -5,478 -7%
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