IJJ icon

iShares S&P Mid-Cap 400 Value ETF

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
301
Integrated Wealth Management
California
$25K
HR
302
Howe & Rusling
New York
$24K
DBT
303
Dubuque Bank & Trust
Iowa
$23K +$23K +356 New
KLI
304
Kelman-Lazarov Inc
Tennessee
$22.4K
ACM
305
Argentus Capital Management
Texas
$20K -$47.1K -720 -70%
DSC
306
Duncker Streett & Co
Missouri
$20K
CWM
307
Catamount Wealth Management
Connecticut
$19K
PFG
308
Piershale Financial Group
Illinois
$18K -$25.9M -406,174 -100%
TDC
309
Thompson Davis & Co
Virginia
$18K
TF
310
Tompkins Financial
New York
$18K +$18K +284 New
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$16K
CTC
312
Central Trust Company
Missouri
$15K -$12.5K -200 -45%
ATC
313
Adirondack Trust Company
New York
$15K +$15K +228 New
NSIM
314
North Star Investment Management
Illinois
$13K
FTUS
315
Flow Traders U.S.
New York
$13K +$13K +200 New
WC
316
Whitnell & Co
Illinois
$12K
FPFS
317
First Personal Financial Services
North Carolina
$11K
OSNBOA
318
Old Second National Bank of Aurora
Illinois
$11K
AssetMark Inc
319
AssetMark Inc
California
$11K
ACS
320
Archford Capital Strategies
Illinois
$11K +$11K +166 New
HDIM
321
Hanson & Doremus Investment Management
Vermont
$10K -$3.54K -56 -26%
SFG
322
SevenBridge Financial Group
Pennsylvania
$9K +$9K +134 New
VCM
323
Vigilant Capital Management
Maine
$9K +$9K +148 New
PMFA
324
Plante Moran Financial Advisors
Michigan
$7K
WEC
325
Winslow Evans & Crocker
Massachusetts
$5.38K