IJJ icon

iShares S&P Mid-Cap 400 Value ETF

606 hedge funds and large institutions have $6.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
10.64%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
47
Increased
191
Reduced
179
Closed
33
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
276
Centaurus Financial
California
$804K -$185K -1,792 -19%
GRP
277
Global Retirement Partners
California
$802K -$176K -1,711 -18%
TIM
278
Thompson Investment Management
Wisconsin
$787K -$1.44K -14 -0.2%
AC
279
Alexandria Capital
Virginia
$785K
HA
280
HYA Advisors
Missouri
$782K -$88.2K -839 -10%
CG
281
Colony Group
Massachusetts
$760K -$24.3K -236 -3%
9WM
282
9258 Wealth Management
Ohio
$759K
DTC
283
Davidson Trust Company
Washington
$758K +$67.7K +657 +10%
SC
284
Savant Capital
Illinois
$754K
VFIC
285
Valley Forge Investment Consultants
Pennsylvania
$751K -$12.3K -119 -2%
NL
286
NWAM LLC
Washington
$750K +$103 +1 +0%
VIA
287
Vickerman Investment Advisors
Washington
$742K +$742K +7,199 New
APP
288
Avantax Planning Partners
Iowa
$741K -$30.3K -294 -4%
TNB
289
Thomasville National Bank
Georgia
$739K
CWM
290
Connecticut Wealth Management
Connecticut
$739K +$35.5K +345 +5%
SF
291
Synovus Financial
Georgia
$729K -$245K -2,380 -25%
VVP
292
Venture Visionary Partners
Ohio
$702K +$67.6K +656 +11%
OC
293
Oppenheimer & Co
New York
$697K -$206K -2,003 -23%
OWA
294
Outlook Wealth Advisors
Texas
$697K -$71.8K -697 -9%
CPO
295
Cerity Partners OCIO
New York
$697K +$3.2K +31 +0.5%
MIC
296
Meridian Investment Counsel
California
$685K
AC
297
AWM Capital
Arizona
$685K +$685K +6,090 New
MIA
298
MainStreet Investment Advisors
Illinois
$679K -$27.8K -270 -4%
GTAM
299
Global Trust Asset Management
Florida
$679K
HCA
300
Harbour Capital Advisors
Virginia
$660K