IJJ icon

iShares S&P Mid-Cap 400 Value ETF

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
251
Soltis Investment Advisors
Utah
$399K -$5.67K -84 -1%
PCMC
252
Private Capital Management (Colorado)
Colorado
$399K
DBRC
253
D.B. Root & Company
Pennsylvania
$397K +$32.7K +486 +9%
MWM
254
Modera Wealth Management
New Jersey
$396K -$27K -400 -6%
BRWA
255
B. Riley Wealth Advisors
Florida
$393K +$4.18K +62 +1%
FPGK
256
Financial Partners Group (Kansas)
Kansas
$392K +$1.21K +18 +0.3%
OWA
257
Outlook Wealth Advisors
Texas
$389K -$28.2K -418 -7%
W
258
WealthStone
Ohio
$374K +$26.9K +400 +8%
DI
259
Disciplined Investments
Oklahoma
$372K +$37.7K +560 +11%
AMCA
260
Arthur M. Cohen & Associates
Illinois
$364K -$242K -3,584 -40%
TI
261
Trexquant Investment
Connecticut
$364K +$364K +5,396 New
EVC
262
Eidelman Virant Capital
Missouri
$362K +$362K +5,346 New
CA
263
Cambridge Advisors
Nebraska
$360K
KCM
264
Kanawha Capital Management
Virginia
$358K
DBT
265
Dubuque Bank & Trust
Iowa
$351K
GL
266
Graypoint LLC
New York
$350K -$69.4K -1,030 -17%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$345K
SW
268
SkyOak Wealth
Michigan
$341K -$7.29K -108 -2%
MAFM
269
Mid Atlantic Financial Management
Pennsylvania
$339K +$170K +4,404 +101%
BHBT
270
Burke & Herbert Bank & Trust
Virginia
$338K -$12K -178 -3%
HW
271
Hancock Whitney
Mississippi
$336K +$20.4K +302 +6%
CA
272
Cetera Advisors
Colorado
$333K -$44K -652 -12%
A
273
AdvicePeriod
California
$333K -$8.76K -130 -3%
KC
274
Kingfisher Capital
North Carolina
$332K -$1.62K -24 -0.5%
PWP
275
Personal Wealth Partners
Minnesota
$332K +$135 +2 +0%