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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.11%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
–
Net Calls
+$468K
Net Calls Change
+$707K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$56.3M
3
FA
3
FDx Advisors
Illinois
$23.5M
4
LPL Financial
4
LPL Financial
California
$66.8M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$21.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$10.7M
4
Bessemer Group
4
Bessemer Group
New Jersey
$884K
5
GAMA
5
Graticule Asia Macro Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
301
Heck Capital Advisors
Wisconsin
$132K +$132K +1,820 New
FIB
302
First Interstate Bank
Montana
$128K – – –
KTC
303
Kistler-Tiffany Companies
Pennsylvania
$126K – – –
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$121K +$11.4K +158 +10%
CFG
305
Citizens Financial Group
Rhode Island
$114K – – –
Manulife (Manufacturers Life Insurance)
306
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110K +$16K +220 +17%
PG
307
Patten Group
Tennessee
$106K -$20.2K -272 -16%
QCG
308
Quadrant Capital Group
Ohio
$106K +$31.2K +432 +42%
CDIA
309
Capital Directions Investment Advisors
Georgia
$103K – – –
SEI Investments
310
SEI Investments
Pennsylvania
$100K +$100K +1,372 New
GWM
311
Geneos Wealth Management
Colorado
$98K -$5.23K -72 -5%
CHC
312
City Holding Co
West Virginia
$98K +$145 +2 +0.1%
WA
313
WFG Advisors
Texas
$96K -$6.23K -86 -6%
GAM
314
Gemmer Asset Management
California
$96K +$9.59K +132 +11%
MBT
315
Monroe Bank & Trust
Michigan
$96K +$96K +1,320 New
WA
316
Winfield Associates
Ohio
$89K – – –
JGIA
317
Jackson Grant Investment Advisers
Connecticut
$88K +$868 +12 +1%
CCM
318
Cribstone Capital Management
Maine
$79K -$9.27K -126 -11%
KF
319
Krilogy Financial
Missouri
$66K -$4.21K -58 -6%
OC
320
Oakworth Capital
Alabama
$63K – – –
SF
321
Synovus Financial
Georgia
$62K – – –
PSUF
322
People's United Financial
Connecticut
$61K – – –
EWM
323
Evercore Wealth Management
New York
$57K – – –
CHP
324
Cable Hill Partners
Oregon
$56K -$47.9K -664 -46%
ANBT
325
American National Bank & Trust
Texas
$53K +$53K +732 New
11 12
13
14 15