iShares S&P Mid-Cap 400 Value ETF
IJJ
382 hedge funds and large institutions have $3.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 129 reducing their positions, and 23 closing their positions.
100% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $534K
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
8% more funds holding in top 10
Funds holding in top 10: 24 → 26 (+2)
2% more funds holding
Funds holding: 374 → 382 (+8)
2% more capital invested
Capital invested by funds: $3.32B → $3.39B (+$67.6M)
0.6% more ownership
Funds ownership: 118.73% → 119.33% (+0.6%)
9% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$13.5M |
| 2 |
TSS
Two Sigma Securities
New York
|
+$10.8M |
| 3 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$5.16M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.43M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$25.4M |
| 2 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$9.99M |
| 3 |
CC
Courier Capital
Buffalo,
New York
|
-$8.79M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$6.8M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$6.74M |
IJJ Hedge Fund Activity: Q3 2017 in Review
382 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2017, worth a combined $3.39B — up 2% from $3.32B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IJJ positions and 23 closed out — a net gain of 12 holders — while 117 added to existing stakes and 129 trimmed.
The largest buyer was LVZ Inc, opening a new position worth an estimated $13.5M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $25.4M sold.
- 382 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2017, up from 374 in Q2 2017.
- Funds reported $3.39B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2017, up 2% quarter-over-quarter.
- 35 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2017 and 23 closed out, a net change of +12 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2017 was LVZ Inc, an estimated $13.5M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2017 was Highfields Capital Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q3 2017.