iShares S&P Mid-Cap 400 Value ETF
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.
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
10% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 121
2% more capital invested
Capital invested by funds: $3.52B → $3.6B (+$82.6M)
1.35% less ownership
Funds ownership: 125.38% → 124.03% (-1.3%)
2% less funds holding
Funds holding: 420 → 411 (-9)
22% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 32
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $340K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$59.4M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$38.7M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$9.21M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$7.18M |
| 5 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
+$6.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$14.5M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$11.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.06M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$7.02M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6M |
IJJ Hedge Fund Activity: Q2 2018 in Review
411 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2018, worth a combined $3.6B — up 2.3% from $3.52B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IJJ and 25 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 133 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $59.4M. The largest seller was Wells Fargo, cutting an estimated $14.5M.
- 411 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2018, down from 420 in Q1 2018.
- Funds reported $3.6B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2018, up 2.3% quarter-over-quarter.
- 25 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2018 and 32 closed out, a net change of -7 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $59.4M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2018 was Wells Fargo, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2018.