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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 %
IA
151
IFG Advisory
Georgia
$1.79M -$8.46K -98 -0.5%
RB
152
Renasant Bank
Mississippi
$1.78M +$1.78M +20,604 New
SS
153
Simplicity Solutions
Minnesota
$1.78M +$1.5M +17,383 +543%
NNP
154
Nachman Norwood & Parrott
South Carolina
$1.77M +$73.2K +848 +4%
SPC
155
Sigma Planning Corp
Michigan
$1.77M -$65.5K -759 -4%
SCM
156
Stordahl Capital Management
Colorado
$1.73M +$44.7K +518 +3%
CB
157
Commerce Bank
Missouri
$1.68M -$34.5K -400 -2%
KFAA
158
Klaas Financial Asset Advisors
Illinois
$1.67M +$1.67M +19,397 New
OWM
159
Opes Wealth Management
California
$1.64M -$159K -1,846 -9%
PB
160
Pinnacle Bancorp
Nebraska
$1.61M -$96.2K -1,115 -6%
FCBT
161
First Citizens Bank & Trust
North Carolina
$1.6M -$113K -1,306 -7%
UB
162
UMB Bank
Missouri
$1.57M -$509K -5,897 -25%
FPIS
163
Financial Planning & Information Services
Wisconsin
$1.56M -$52.6K -610 -3%
SWM
164
Shakespeare Wealth Management
Wisconsin
$1.56M -$43.1K -499 -3%
WWM
165
Windsor Wealth Management
Indiana
$1.52M -$1.57M -18,156 -51%
HF
166
HRT Financial
New York
$1.48M -$4.96M -57,459 -77%
SWP
167
Stratos Wealth Partners
Ohio
$1.48M -$65.4K -757 -4%
SWA
168
SOA Wealth Advisors
New York
$1.48M +$1.48M +15,667 New
TIA
169
Tiemann Investment Advisors
California
$1.48M -$52.3K -606 -3%
LWA
170
LWS Wealth Advisors
New Jersey
$1.47M +$27.6K +320 +2%
DBIA
171
Dumont & Blake Investment Advisors
New Jersey
$1.45M -$4.4K -51 -0.3%
MGIA
172
Moneta Group Investment Advisors
Missouri
$1.44M -$866K -10,036 -38%
PFP
173
Pinnacle Financial Partners
Tennessee
$1.43M -$53.1K -615 -4%
GPA
174
Guidance Point Advisors
Massachusetts
$1.42M +$7.33K +85 +0.5%
AF
175
Advisornet Financial
Minnesota
$1.38M -$457K -5,300 -25%
5 6
7
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