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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 %
RIM
201
Rockbridge Investment Management
New York
$945K – – –
BWA
202
BDO Wealth Advisors
Florida
$929K -$126K -1,459 -12%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$923K -$124K -1,439 -12%
EDRIA
204
Edmonds Duncan Registered Investment Advisors
Kansas
$920K -$21.3K -227 -2%
PPA
205
Parametric Portfolio Associates
Washington
$911K +$13.8K +160 +2%
BAM
206
Belpointe Asset Management
Nevada
$905K +$328K +3,797 +57%
ASN
207
Advisory Services Network
Georgia
$884K -$107K -1,244 -11%
PO
208
Private Ocean
California
$870K -$57K -660 -6%
DIA
209
Dana Investment Advisors
Wisconsin
$864K +$864K +10,013 New
JG
210
Jefferies Group
New York
$863K -$1.29M -15,000 -60%
CGA
211
Crescent Grove Advisors
Illinois
$862K -$25.5K -295 -3%
SWPG
212
Strategic Wealth Partners Group
Illinois
$853K +$431 +5 +0.1%
AIP
213
Ameritas Investment Partners
Nebraska
$844K -$2.26M -26,195 -73%
APP
214
Avantax Planning Partners
Iowa
$834K -$345K -3,996 -29%
OPW
215
Oxler Private Wealth
New York
$800K +$800K +9,644 New
OIA
216
OneDigital Investment Advisors
Kansas
$789K +$2.07K +24 +0.3%
TCWA
217
Ten Capital Wealth Advisors
Washington
$782K – – –
AHC
218
Anderson Hoagland & Co
Missouri
$774K +$774K +8,966 New
HNB
219
Huntington National Bank
Ohio
$762K -$596K – –
HA
220
Harborview Advisors
Maine
$757K -$36.6K -424 -5%
CCM
221
Coldstream Capital Management
Washington
$753K – – –
APA
222
American Portfolios Advisors
New York
$734K -$700K -8,111 -49%
CBN
223
Cadence Bank NA
Texas
$717K -$3.45K -40 -0.5%
MA
224
MONECO Advisors
Connecticut
$697K -$6.15K -68 -0.9%
FWP
225
FAS Wealth Partners
Kansas
$692K -$49.7K -576 -7%
7 8
9
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