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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
301
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$1.46K -18 -0.7%
SDWMA
302
Schneider Downs Wealth Management Advisors
Pennsylvania
$219K – – –
PWA
303
Peterson Wealth Advisors
Utah
$217K -$25.5K -314 -11%
DCM
304
Donaldson Capital Management
Indiana
$214K – – –
WS
305
Wedbush Securities
California
$214K – – –
BF
306
Blankinship & Foster
California
$211K – – –
AF
307
Alerus Financial
North Dakota
$209K +$209K +2,584 New
Comerica Bank
308
Comerica Bank
Texas
$207K +$207K +2,522 New
CAM
309
Concorde Asset Management
Michigan
$207K +$207K +2,554 New
NCM
310
Narwhal Capital Management
Georgia
$203K +$203K +2,500 New
A
311
AdvicePeriod
California
$201K +$201K +2,480 New
VNA
312
Valley National Advisers
Pennsylvania
$195K – – –
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$194K +$1.14K +14 +0.6%
CAC
314
Certified Advisory Corp
Florida
$184K – – –
SWP
315
Strategic Wealth Partners
Ohio
$182K -$103K -396 -36%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$179K +$10.1K +124 +6%
LF
317
Lee Financial
Texas
$178K +$13.6K +168 +8%
RWP
318
RWA Wealth Partners
Massachusetts
$178K +$40.1K +494 +29%
SWM
319
SeaCrest Wealth Management
New York
$173K – – –
DWM
320
Destination Wealth Management
California
$157K +$12.3K +152 +9%
ST
321
Smithfield Trust
Pennsylvania
$138K – – –
AWA
322
Acorn Wealth Advisors
Michigan
$133K – – –
GWS
323
Glassman Wealth Services
Virginia
$132K – – –
FIB
324
First Interstate Bank
Montana
$118K – – –
CDIA
325
Capital Directions Investment Advisors
Georgia
$112K -$3.08K -38 -3%
11 12
13
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