IJJ icon

iShares S&P Mid-Cap 400 Value ETF

466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
37
Increased
155
Reduced
159
Closed
33
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
276
B. Riley Wealth Advisors
Florida
$408K +$105K +1,308 +34%
BHBT
277
Burke & Herbert Bank & Trust
Virginia
$403K -$8.46K -106 -2%
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$398K +$26.5K +332 +7%
CA
279
Clearstead Advisors
Ohio
$395K +$1.12K +14 +0.3%
CBB
280
Citizens Business Bank
California
$387K -$41.5K -520 -10%
BJL
281
Brighton Jones LLC
Washington
$378K -$111K -1,392 -23%
CCA
282
Cobblestone Capital Advisors
New York
$373K
FNBOO
283
First National Bank of Omaha
Nebraska
$373K +$65.1K +816 +21%
GWA
284
Guidant Wealth Advisors
Illinois
$372K +$955 +12 +0.3%
APSP
285
Asset Planning Services (Pennsylvania)
Pennsylvania
$370K
CRC
286
Curi RMB Capital
Illinois
$368K
MMHP
287
Murphy Middleton Hinkle & Parker
Georgia
$368K +$798 +10 +0.2%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$365K -$3.99K -50 -1%
BlackRock
289
BlackRock
New York
$361K +$217K +2,720 +151%
BAM
290
Belpointe Asset Management
Nevada
$359K +$359K +4,496 New
KIA
291
KCM Investment Advisors
California
$356K -$191K -2,400 -35%
DBT
292
Dubuque Bank & Trust
Iowa
$353K +$309K +3,870 +699%
PA
293
Parallel Advisors
California
$351K
AB
294
Atlas Brown
Kentucky
$350K +$3.03K +38 +0.9%
MG
295
Mather Group
Illinois
$349K -$1.43K -18 -0.4%
WCM
296
Wealthcare Capital Management
Virginia
$349K +$15.3K +192 +5%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$345K
AP
298
Appleton Partners
Massachusetts
$341K
LA
299
LexAurum Advisors
Kansas
$341K +$10.8K +136 +3%
AWA
300
Arete Wealth Advisors
Illinois
$332K -$11.3K -142 -3%