IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

391 hedge funds and large institutions have $3.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+27
Holders Change %
+7.42%
% of All Funds
9.75%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.8%
New
53
Increased
135
Reduced
113
Closed
23
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
+$794K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$53.3M
2
HCM
Highfields Capital Management
Massachusetts
+$25.4M
3
Northern Trust
Northern Trust
Illinois
+$16.9M
4
FIG
FundX Investment Group
California
+$16.7M
5
PFA
Pinnacle Family Advisors
Missouri
+$14.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$41.3M
2
CAL
Capital Analysts LLC
Pennsylvania
-$13.1M
3
BCM
Brookstone Capital Management
Illinois
-$10.6M
4
LPL Financial
LPL Financial
California
-$10.5M
5
FMBTD
First Midwest Bank Trust Division
Illinois
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
251
Hugh Johnson Advisors
New York
$396K -$34.1K -460 -8%
BL
252
Balentine LLC
Georgia
$390K +$10.4K +140 +3%
CAS
253
Cue Advisory Services
Arizona
$379K – – –
FCI
254
Financial Counselors Inc
Kansas
$378K -$58.6K -790 -13%
NL
255
NWAM LLC
Washington
$375K – – –
NFG
256
Next Financial Group
Texas
$363K -$525K -7,082 -59%
CIA
257
Capital Investment Advisors
Georgia
$362K +$50.4K +680 +16%
CA
258
Clearstead Advisors
Ohio
$359K +$743 +10 +0.2%
RSA
259
Robertson Stephens Advisors
California
$359K +$17.8K +240 +5%
M
260
MOTCO
Texas
$358K +$39.9K +538 +13%
APSP
261
Asset Planning Services (Pennsylvania)
Pennsylvania
$355K +$47.9K +646 +16%
MI
262
Moneywise Inc
Virginia
$351K -$19.7K -266 -5%
SC
263
SouthState Corp
Florida
$341K +$4.75K +64 +1%
CCA
264
Cobblestone Capital Advisors
New York
$333K – – –
SAM
265
Summit Asset Management
Tennessee
$330K – – –
BMCM
266
Bryn Mawr Capital Management
Pennsylvania
$328K – – –
IPC
267
Independent Portfolio Consultants
Florida
$324K +$324K +4,370 New
ZF
268
Zhang Financial
Michigan
$309K – – –
RCM
269
RB Capital Management
Nevada
$307K -$56.2K -758 -15%
PFO
270
Pathstone Family Office
New Jersey
$304K – – –
FFWA
271
FRG Family Wealth Advisors
Washington
$304K +$20.3K +274 +7%
JIR
272
James Investment Research
Ohio
$301K – – –
FNBT
273
FineMark National Bank & Trust
Florida
$300K -$4.6K -62 -2%
AA
274
Advisory Alpha
Michigan
$300K +$300K +4,036 New
WI
275
WBI Investments
New Jersey
$299K -$297 -4 -0.1%
9 10
11
12 13