iShares S&P Mid-Cap 400 Value ETF
420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.
53% more call options, than puts
Call options by funds: $355K | Put options by funds: $232K
1.76% more ownership
Funds ownership: 123.62% → 125.38% (+1.8%)
6% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 34
0% less funds holding
Funds holding: 421 → 420 (-1)
3% less capital invested
Capital invested by funds: $3.62B → $3.52B (-$103M)
4% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 141
17% less funds holding in top 10
Funds holding in top 10: 30 → 25 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.2M |
| 2 |
Members Trust
Tampa,
Florida
|
+$9.24M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$8.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7M |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$6.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.8M |
| 2 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$10.4M |
| 3 |
Axa
Paris,
France
|
-$6.72M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$6.11M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$5.09M |
IJJ Hedge Fund Activity: Q1 2018 in Review
420 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2018, worth a combined $3.52B — down 2.9% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IJJ positions and 34 closed out — a net gain of 2 holders — while 136 added to existing stakes and 141 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.2M. The largest seller was Bank of America, cutting an estimated $10.8M.
- 420 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2018, down from 421 in Q4 2017.
- Funds reported $3.52B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2018, down 2.9% quarter-over-quarter.
- 36 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2018 and 34 closed out, a net change of +2 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2018 was Wells Fargo, an estimated $16.2M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2018 was Bank of America, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2018.