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

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.39M
2
Financial Engines Advisors
Financial Engines Advisors
California
$115M
3
Wells Fargo
Wells Fargo
California
$501M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$349M
5
CC
Courier Capital
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
SOL Capital Management
Maryland
$2.62M +$17.3K +200 +0.7%
BSW
127
Buckingham Strategic Wealth
Missouri
$2.61M +$1.74M +20,157 +201%
PFA
128
Pure Financial Advisors
California
$2.6M -$379K -4,395 -13%
SEIA
129
Signature Estate & Investment Advisors
California
$2.52M -$21.7K -251 -0.9%
GG
130
Gofen & Glossberg
Illinois
$2.42M – – –
BFA
131
Bragg Financial Advisors
North Carolina
$2.4M -$22.4K -260 -0.9%
TFF
132
The Family Firm
Maryland
$2.3M +$39.8K +439 +2%
LNC
133
Lincoln National Corp
Pennsylvania
$2.27M -$348K -4,033 -13%
FCI
134
Financial Counselors Inc
Kansas
$2.26M +$88.6K +1,027 +4%
NCM
135
Neumann Capital Management
California
$2.2M -$86 -1 -0%
GWM
136
Geneos Wealth Management
Colorado
$2.18M +$2.12M +21,087 +3,964%
WTC
137
WhitTier Trust Company
Nevada
$2.17M -$301K -3,485 -12%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$2.08M +$140K +1,622 +7%
WAS
139
Wealth Advisory Solutions
Indiana
$2.07M +$2.07M +23,946 New
SCG
140
Sonata Capital Group
Washington
$2.06M -$43.2K -500 -2%
NF
141
Nikulski Financial
Iowa
$2.05M -$451K -5,226 -18%
PP
142
Prosperity Planning
Missouri
$1.96M +$1.96M +22,713 New
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$1.91M -$2.21M -25,611 -54%
IWAG
144
Integer Wealth Advisors Group
Georgia
$1.91M -$516K -5,739 -21%
AIP
145
Almanack Investment Partners
Pennsylvania
$1.88M -$1.88M -21,820 -50%
SFO
146
Stokes Family Office
Louisiana
$1.88M +$109K +1,265 +6%
APA
147
Allegiant Private Advisors
Florida
$1.87M +$1.87M +21,628 New
FP
148
Factorial Partners
New York
$1.83M +$86.3K +1,000 +5%
NFG
149
Nations Financial Group
Iowa
$1.82M +$28.9K +335 +2%
KWMG
150
King Wealth Management Group
Florida
$1.79M +$923K +10,699 +107%
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