IJJ icon

iShares S&P Mid-Cap 400 Value ETF

583 hedge funds and large institutions have $5.61B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 164 increasing their positions, 185 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
10.27%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.62%
New
87
Increased
164
Reduced
185
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
276
Robertson Stephens Wealth Management
California
$715K +$208K +2,044 +41%
BlackRock
277
BlackRock
New York
$709K +$404K +3,968 +133%
MFW
278
Meristem Family Wealth
Minnesota
$702K
SLWS
279
Swaine & Leidel Wealth Services
Florida
$700K +$700K +6,872 New
CPO
280
Cerity Partners OCIO
New York
$686K -$5.2K -51 -0.8%
MWM
281
Meridian Wealth Management
Kentucky
$685K -$99.8K -980 -13%
BRWA
282
B. Riley Wealth Advisors
Florida
$683K +$119K +1,169 +21%
MIC
283
Meridian Investment Counsel
California
$678K
TWP
284
Total Wealth Planning
Ohio
$674K -$18.7K -184 -3%
FIG
285
FundX Investment Group
California
$672K +$672K +6,596 New
GTAM
286
Global Trust Asset Management
Florida
$671K -$1.22K -12 -0.2%
CFO
287
Collective Family Office
Pennsylvania
$657K
HCA
288
Harbour Capital Advisors
Virginia
$653K +$653K +6,410 New
EGWAG
289
Elwood & Goetz Wealth Advisory Group
Georgia
$651K
JIC
290
Johnson Investment Counsel
Ohio
$646K
PFS
291
Prospera Financial Services
Texas
$643K -$127K -1,240 -16%
MBT
292
Montecito Bank & Trust
California
$640K
Millennium Management
293
Millennium Management
New York
$617K +$617K +6,057 New
RG
294
Rikoon Group
New Mexico
$616K
CFG
295
Citizens Financial Group
Rhode Island
$615K
WANY
296
Wealthspire Advisors (New York)
New York
$615K +$408 +4 +0.1%
FPGK
297
Financial Partners Group (Kansas)
Kansas
$614K +$20.5K +201 +3%
PCMC
298
Private Capital Management (Colorado)
Colorado
$599K
SWM
299
Soundmark Wealth Management
Washington
$582K
FCFS
300
First Command Financial Services
Texas
$572K +$433K +4,247 +312%