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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.

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 %
Members Trust
76
Members Trust
Florida
$5.54M +$54K +626 +1%
Creative Planning
77
Creative Planning
Kansas
$5.39M +$114K +1,322 +2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$5.39M -$22.1M -255,502 -80%
FC
79
Ferris Capital
Massachusetts
$5.34M – – –
SI
80
Stephens Inc
Arkansas
$5.31M -$16.7K -194 -0.3%
HFG
81
Heron Financial Group
New York
$5.3M -$215K -2,375 -4%
GT
82
Greenleaf Trust
Michigan
$5.07M -$85.8K -994 -2%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$5.03M +$2.52M +29,191 +100%
GIM
84
Goelzer Investment Management
Indiana
$5.02M -$226K -2,622 -4%
CPSAC
85
Chas P. Smith & Associates (CPS)
Florida
$5.01M -$292K -3,389 -6%
MCG
86
MACRO Consulting Group
New Jersey
$4.87M -$4.9M -56,817 -50%
CWM
87
Cranbrook Wealth Management
Michigan
$4.82M -$237K -2,747 -5%
BFM
88
Broadview Financial Management
Wisconsin
$4.82M -$451K -5,227 -9%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$4.75M +$334K +3,868 +8%
FI
90
FormulaFolio Investments
Michigan
$4.74M +$4.2M +48,696 +777%
KAS
91
Kestra Advisory Services
Texas
$4.72M +$2.44M +28,259 +107%
CA
92
Centerpoint Advisors
Massachusetts
$4.33M -$49.5K -574 -1%
CAN
93
Cetera Advisor Networks
California
$4.18M +$3.11K +36 +0.1%
RFC
94
Regions Financial Corp
Alabama
$4.16M +$2.24K +26 +0.1%
AWM
95
Avior Wealth Management
Nebraska
$4.1M -$1.34M -15,525 -25%
FCFC
96
First Citizens Financial Corp
Iowa
$4.03M -$27.6K -320 -0.7%
SNT
97
Security National Trust
West Virginia
$4M +$330K +3,820 +9%
MML Investors Services
98
MML Investors Services
Massachusetts
$3.98M +$14.6K +169 +0.4%
JFA
99
JNBA Financial Advisors
Minnesota
$3.97M +$5.52K +64 +0.1%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$3.86M -$417K -4,834 -10%
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4
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