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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 %
PAI
101
Pittenger & Anderson Inc
Nebraska
$3.83M – – –
TNB
102
TCF National Bank
South Dakota
$3.79M -$17.3K -200 -0.5%
PFM
103
Phillips Financial Management
Indiana
$3.7M +$50.7K +587 +1%
OFG
104
Omega Financial Group
California
$3.69M -$90.8K -1,052 -2%
MA
105
MUFG Americas
New York
$3.66M -$34K -394 -0.9%
IF
106
Ironwood Financial
Arizona
$3.63M -$9.67K -112 -0.3%
AWM
107
AE Wealth Management
Kansas
$3.59M +$1.09M +12,620 +44%
CIAS
108
CFS Investment Advisory Services
New Jersey
$3.55M +$3.55M +41,131 New
PA
109
Paracle Advisors
Washington
$3.53M -$25.1K -291 -0.7%
RWA
110
River Wealth Advisors
Pennsylvania
$3.5M -$116K -1,339 -3%
OCM
111
One Capital Management
California
$3.48M -$151K -1,748 -4%
ADL
112
Asset Dedication LLC
California
$3.46M -$58.9K -683 -2%
SFG
113
SNS Financial Group
Minnesota
$3.46M -$6.65K -77 -0.2%
TPCW
114
TD Private Client Wealth
New York
$3.43M -$322K -3,733 -9%
NSB
115
Norway Savings Bank
Maine
$3.39M -$377K -4,371 -10%
Goldman Sachs
116
Goldman Sachs
New York
$3.28M +$598K +6,935 +22%
OFS
117
Oldfather Financial Services
Nebraska
$3.25M +$119K +1,288 +4%
CIBC World Market
118
CIBC World Market
Ontario, Canada
$2.96M +$157K +1,824 +6%
FA
119
FMA Advisory
Pennsylvania
$2.85M -$131K -1,520 -4%
CCC
120
Crescent Capital Consulting
Louisiana
$2.8M +$2.8M +32,515 New
SSW
121
Smith Shellnut Wilson
Mississippi
$2.8M +$2.42M +28,090 +642%
PRWA
122
Platte River Wealth Advisors
Colorado
$2.78M -$171K -1,882 -6%
First Trust Advisors
123
First Trust Advisors
Illinois
$2.77M +$521K +6,036 +23%
ABC
124
Associated Banc-Corp
Wisconsin
$2.75M +$276K +3,196 +11%
MAM
125
MMA Asset Management
Pennsylvania
$2.65M +$2.65M +30,705 New
3 4
5
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