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

466 hedge funds and large institutions have $2.48B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 130 increasing their positions, 194 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-75
Holders Change %
-13.86%
% of All Funds
10.29%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.4%
New
38
Increased
130
Reduced
194
Closed
105
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$29.6M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$21.5M
3
UBS Group
UBS Group
Switzerland
+$20.6M
4
Betterment LLC
Betterment LLC
New York
+$14.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$178M
2
Stifel Financial
Stifel Financial
Missouri
-$38.9M
3
NFG
Noven Financial Group
Colorado
-$25.2M
4
CIM
Confluence Investment Management
Missouri
-$19.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$497M -$178M -3,236,292 -26%
Morgan Stanley
2
Morgan Stanley
New York
$222M +$29.6M +538,808 +15%
Financial Engines Advisors
3
Financial Engines Advisors
California
$116M -$2.61M -47,598 -2%
Bank of America
4
Bank of America
North Carolina
$110M -$3.41M -62,228 -3%
UBS Group
5
UBS Group
Switzerland
$88M +$20.6M +374,846 +30%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$86.5M -$15.5M -281,952 -15%
Natixis Advisors
7
Natixis Advisors
Massachusetts
$83.1M +$21.5M +391,522 +35%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$75.3M -$2.69M -48,990 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$64.3M +$2.06M +37,462 +3%
Northern Trust
10
Northern Trust
Illinois
$38.7M -$862K -15,700 -2%
Ameriprise
11
Ameriprise
Minnesota
$38M +$3.23M +58,830 +9%
AA
12
Alesco Advisors
New York
$33.4M -$2.18M -39,810 -6%
EK
13
Evensky & Katz
Florida
$30.5M -$3.34M -60,934 -10%
RJA
14
Raymond James & Associates
Florida
$30M -$5.63M -102,630 -16%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$29.9M -$171K -3,124 -0.6%
DADC
16
D.A. Davidson & Co
Montana
$27.4M +$3.33M +60,662 +14%
Truist Financial
17
Truist Financial
North Carolina
$26.2M -$5.4M -98,418 -17%
PP
18
Palladium Partners
Virginia
$24.2M +$370K +6,740 +2%
LPL Financial
19
LPL Financial
California
$24M -$13M -237,248 -35%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$22.2M -$2.02M -36,818 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$21.9M +$21.9M +475,248 New
EH
22
Equitable Holdings
New York
$21.4M -$224K -4,090 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$20.2M -$2.76M -50,262 -12%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$18.7M -$4.86M -88,514 -21%
BF
25
BOK Financial
Oklahoma
$18.7M -$197K -3,598 -1%
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