IJJ icon

iShares S&P Mid-Cap 400 Value ETF

603 hedge funds and large institutions have $5.94B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+20
Holders Change %
+3.43%
% of All Funds
10.53%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
55
Increased
212
Reduced
183
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
226
Next Financial Group
Texas
$1.4M +$1.1M +10,477 +376%
BSB
227
Bangor Savings Bank
Maine
$1.38M
RIM
228
Rockbridge Investment Management
New York
$1.36M +$251K +2,380 +23%
WA
229
Waverly Advisors
Alabama
$1.33M +$22K +205 +2%
ANTB
230
AMG National Trust Bank
Colorado
$1.31M +$211K +2,000 +19%
FF
231
Friedenthal Financial
New Jersey
$1.31M +$863K +8,195 +193%
AFC
232
AFT Forsyth & Company
Florida
$1.3M -$26.3K -250 -2%
FAIM
233
Financial Advocates Investment Management
Washington
$1.3M -$123K -1,181 -9%
CPIG
234
Chicago Partners Investment Group
Illinois
$1.28M +$39.5K +379 +3%
Citigroup
235
Citigroup
New York
$1.27M -$8.96K -85 -0.7%
WFA
236
Wellspring Financial Advisors
Ohio
$1.27M +$372K +3,535 +42%
TA
237
Tiedemann Advisors
New York
$1.25M
Bessemer Group
238
Bessemer Group
New Jersey
$1.24M
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$1.24M -$53K -503 -4%
CGA
240
Crescent Grove Advisors
Illinois
$1.24M +$203K +1,928 +20%
KM
241
Kalos Management
Georgia
$1.24M -$460K -4,355 -27%
BAM
242
Belpointe Asset Management
Nevada
$1.19M -$492K -4,667 -29%
MGIA
243
Matthew Goff Investment Advisor
Texas
$1.19M
KIC
244
Kensington Investment Counsel
California
$1.19M -$447K -4,245 -27%
Deutsche Bank
245
Deutsche Bank
Germany
$1.18M -$70.7K -671 -6%
RC
246
RegentAtlantic Capital
New Jersey
$1.18M
DIA
247
Dana Investment Advisors
Wisconsin
$1.17M -$105K -993 -8%
WT
248
Whittier Trust
California
$1.17M
PO
249
Private Ocean
California
$1.14M +$78K +741 +7%
UTC
250
Unified Trust Company
Kentucky
$1.13M