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

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
–
Net Calls
+$669K
Net Calls Change
+$379K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$14M
2
LPL Financial
LPL Financial
California
+$12.4M
3
Northern Trust
Northern Trust
Illinois
+$5.23M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.86M
5
CS
Credit Suisse
Switzerland
+$4.02M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$40.7M
2
Axa
Axa
France
-$30.9M
3
WIA
World Investment Advisors
California
-$21.6M
4
Wells Fargo
Wells Fargo
California
-$18.5M
5
SEI Investments
SEI Investments
Pennsylvania
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.05B -$18.5M -216,420 -2%
Morgan Stanley
2
Morgan Stanley
New York
$300M -$546K -6,392 -0.2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$184M -$5.07M -59,438 -3%
Bank of America
4
Bank of America
North Carolina
$177M -$2.72M -31,900 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$159M -$682K -7,984 -0.4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$121M -$1.33M -15,560 -1%
UBS Group
7
UBS Group
Switzerland
$105M -$4.7M -55,022 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$96.8M +$4.86M +56,874 +5%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$95.9M +$3.49M +40,930 +4%
Stifel Financial
10
Stifel Financial
Missouri
$69.4M -$40.7M -476,526 -37%
Northern Trust
11
Northern Trust
Illinois
$61.5M +$5.23M +61,232 +9%
LPL Financial
12
LPL Financial
California
$57.6M +$12.4M +145,204 +27%
RJA
13
Raymond James & Associates
Florida
$55.4M -$373K -4,374 -0.7%
AA
14
Alesco Advisors
New York
$55.4M +$282K +3,304 +0.5%
Ameriprise
15
Ameriprise
Minnesota
$54M -$1.92M -22,464 -3%
EK
16
Evensky & Katz
Florida
$52.6M -$1.27M -14,918 -2%
Truist Financial
17
Truist Financial
North Carolina
$49.1M +$14M +164,172 +40%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$46.8M +$1.18M +13,872 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$37.6M -$8.75M -102,458 -19%
DADC
20
D.A. Davidson & Co
Montana
$37.4M +$1.31M +15,372 +4%
PP
21
Palladium Partners
Virginia
$37.1M -$253K -2,962 -0.7%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$36.7M +$1.37M +16,026 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$35.7M -$430K -5,038 -1%
EH
24
Equitable Holdings
New York
$33.6M +$33.6M +394,082 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$30.7M +$416K +4,878 +1%
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