IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
226
Evanson Asset Management
California
$463K – – –
RJT
227
Raymond James Trust
Florida
$459K -$5.03K -62 -1%
AllianceBernstein
228
AllianceBernstein
Tennessee
$451K -$4.05K -50 -0.9%
SFG
229
SNS Financial Group
Minnesota
$448K -$748K -9,232 -63%
TIM
230
Thompson Investment Management
Wisconsin
$443K +$14.1K +174 +3%
BSW
231
Buckingham Strategic Wealth
Missouri
$435K – – –
BHBT
232
Burke & Herbert Bank & Trust
Virginia
$430K +$54.3K +670 +14%
FMBTD
233
First Midwest Bank Trust Division
Illinois
$426K +$97.2K +1,200 +30%
MWM
234
Meridian Wealth Management
Kentucky
$421K +$421K +5,202 New
EB
235
Eastern Bank
Massachusetts
$416K – – –
AWA
236
Arete Wealth Advisors
Illinois
$407K +$22.7K +280 +6%
CA
237
Clearstead Advisors
Ohio
$396K – – –
VFA
238
Voya Financial Advisors
Connecticut
$386K +$12.2K +150 +3%
AP
239
Appleton Partners
Massachusetts
$375K – – –
APSP
240
Asset Planning Services (Pennsylvania)
Pennsylvania
$374K – – –
CAS
241
Cue Advisory Services
Arizona
$374K +$374K +4,620 New
MMHP
242
Murphy Middleton Hinkle & Parker
Georgia
$370K +$21.1K +260 +6%
NFG
243
Next Financial Group
Texas
$366K -$310K -3,826 -46%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$366K -$173K -2,140 -32%
SAM
245
Summit Asset Management
Tennessee
$360K – – –
AIM
246
Advantage Investment Management
Iowa
$359K -$113K -1,390 -24%
FNBTCON
247
First National Bank & Trust Co of Newtown
Pennsylvania
$348K – – –
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$347K +$69.3K +856 +25%
MI
249
Moneywise Inc
Virginia
$335K -$20.2K -250 -6%
CG
250
Corundum Group
Colorado
$332K – – –
8 9
10
11 12