iShares S&P Mid-Cap 400 Value ETF
535 hedge funds and large institutions have $3.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 27 closing their positions.
307% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 27
47% more funds holding in top 10
Funds holding in top 10: 15 → 22 (+7)
34% more capital invested
Capital invested by funds: $2.75B → $3.69B (+$936M)
16% more funds holding
Funds holding: 462 → 535 (+73)
43% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 202
61.61% less ownership
Funds ownership: 128.74% → 67.12% (-62%)
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $785K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$45.5M |
| 2 |
Morgan Stanley
New York
|
+$31.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.5M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$16.7M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$20M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$17.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.9M |
| 5 |
CC
Courier Capital
Buffalo,
New York
|
-$9.72M |
IJJ Hedge Fund Activity: Q4 2020 in Review
535 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2020, worth a combined $3.69B — up 34% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IJJ positions and 27 closed out — a net gain of 83 holders — while 115 added to existing stakes and 202 trimmed.
The largest buyer was People's United Financial, adding an estimated $45.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $20M.
- 535 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2020, up from 462 in Q3 2020.
- Funds reported $3.69B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2020, up 34% quarter-over-quarter.
- 110 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2020 and 27 closed out, a net change of +83 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2020 was People's United Financial, an estimated $45.5M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2020 was Cambridge Investment Research Advisors, an estimated $20M sold.
Based on aggregated 13F filings for Q4 2020.