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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$202K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$67.8M
3
WSFS
Wilmington Savings Fund Society
Delaware
$43.9M
4
Bank of America
Bank of America
North Carolina
$138M
5
CC
Courier Capital
New York
$9.08M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$58.7M
2
Wells Fargo
Wells Fargo
California
$404M
3
Financial Engines Advisors
Financial Engines Advisors
California
$104M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$0
5
Citadel Advisors
Citadel Advisors
Florida
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Meridian Wealth Management
Kentucky
$668K +$668K +9,916 New
SWPG
202
Strategic Wealth Partners Group
Illinois
$667K -$495K -7,336 -43%
CCFM
203
Clear Creek Financial Management
Washington
$666K +$666K +9,884 New
FTUS
204
Flow Traders U.S.
New York
$658K +$348K +5,166 +113%
HFRG
205
Houlihan Financial Resource Group
Virginia
$636K +$636K +16,282 New
HA
206
Harborview Advisors
Maine
$620K -$71.9K -1,066 -10%
OIA
207
OneDigital Investment Advisors
Kansas
$615K +$14.8K +220 +2%
TCWA
208
Ten Capital Wealth Advisors
Washington
$611K +$611K +9,062 New
CG
209
Colony Group
Massachusetts
$602K +$270 +4 +0%
HNB
210
Huntington National Bank
Ohio
$596K -$607K – –
CCM
211
Coldstream Capital Management
Washington
$588K – – –
FWP
212
FAS Wealth Partners
Kansas
$580K +$2.7K +40 +0.5%
SF
213
Synovus Financial
Georgia
$576K +$296K +4,400 +105%
SC
214
Savant Capital
Illinois
$573K -$5.26K -78 -0.9%
CBN
215
Cadence Bank NA
Texas
$563K -$4.05K -60 -0.7%
9WM
216
9258 Wealth Management
Ohio
$555K +$214K +6,130 +63%
TIM
217
Thompson Investment Management
Wisconsin
$545K +$675 +10 +0.1%
ANTB
218
AMG National Trust Bank
Colorado
$530K +$170K +2,520 +47%
MWM
219
Mission Wealth Management
California
$527K +$1.35K +20 +0.3%
MA
220
MONECO Advisors
Connecticut
$524K +$405 +6 +0.1%
Jane Street
221
Jane Street
New York
$518K -$828K -12,292 -62%
AC
222
Alexandria Capital
Virginia
$513K +$270 +4 +0.1%
TNB
223
Thomasville National Bank
Georgia
$483K – – –
RMCM
224
Reynders McVeigh Capital Management
Massachusetts
$479K -$1.48K -22 -0.3%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$479K +$298K +8,850 +165%
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