We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF

304 hedge funds and large institutions have $2.63B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

12% more capital invested

Capital invested by funds: $2.34B → $2.63B (+$283M)

5.29% more ownership

Funds ownership: 119.82%125.11% (+5.3%)

5% more funds holding

Funds holding: 289304 (+15)

6% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 96

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $274K

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
8.1%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
37
Increased
102
Reduced
96
Closed
20
Calls
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$25K -$4.99K -88 -18%
ZB
277
Zions Bancorporation
Utah
$25K
FANJ
278
Financial Architects (New Jersey)
New Jersey
$25K +$22.7K +400 New
IF
279
Ironwood Financial
Arizona
$25K +$22.9K +404 New
IWMPD
280
Integrated Wealth Management (Palm Desert)
California
$24K
HR
281
Howe & Rusling
New York
$23K
KLI
282
Kelman-Lazarov Inc
Tennessee
$22K +$19.7K +348 New
CWM
283
Catamount Wealth Management
Connecticut
$19K
DSC
284
Duncker Streett & Co
Missouri
$19K +$113 +2 +0.6%
TDC
285
Thompson Davis & Co
Virginia
$18K
HI
286
Hudock Inc
Pennsylvania
$18K +$16.5K +292 New
WTB
287
Washington Trust Bank
Washington
$17K +$14.7K +260 +1,300%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$16K
HDIM
289
Hanson & Doremus Investment Management
Vermont
$13K
NSIM
290
North Star Investment Management
Illinois
$12K
WC
291
Whitnell & Co
Illinois
$12K
FPFS
292
First Personal Financial Services
North Carolina
$11K -$10.2K -180 -51%
AssetMark Inc
293
AssetMark Inc
California
$11K -$340 -6 -3%
OSNBOA
294
Old Second National Bank of Aurora
Illinois
$11K
JWA
295
JFS Wealth Advisors
Pennsylvania
$8K
PMFA
296
Plante Moran Financial Advisors
Michigan
$7K
WEC
297
Winslow Evans & Crocker
Massachusetts
$5.21K
MFT
298
Moisand Fitzgerald Tamayo
Florida
$5K
NC
299
NewSquare Capital
Pennsylvania
$4K
MA
300
MCF Advisors
Kentucky
$3K

IJJ Hedge Fund Activity: Q1 2016 in Review

304 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2016, worth a combined $2.63B — up 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IJJ positions and 20 closed out — a net gain of 17 holders — while 102 added to existing stakes and 96 trimmed.

The largest buyer was Wells Fargo, adding an estimated $63.6M. The largest seller was Credit Suisse, exiting entirely with an estimated $7.94M sold.

  • 304 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2016, up from 289 in Q4 2015.
  • Funds reported $2.63B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 37 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2016 and 20 closed out, a net change of +17 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2016 was Wells Fargo, an estimated $63.6M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2016 was Credit Suisse, an estimated $7.94M sold.

Based on aggregated 13F filings for Q1 2016.