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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
301
WesBanco Bank
West Virginia
$249K -$501 -6 -0.2%
SMG
302
Spectrum Management Group
Indiana
$249K – – –
CWM
303
Cahaba Wealth Management
Georgia
$249K +$12.1K +146 +5%
AB
304
Atlas Brown
Kentucky
$248K +$5.18K +62 +2%
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$247K +$247K +2,948 New
EWM
306
Endurance Wealth Management
Rhode Island
$246K -$12.5K -150 -5%
FNT
307
First National Trust
Pennsylvania
$245K – – –
LYV
308
Live Your Vision
Pennsylvania
$242K – – –
HH
309
Hilltop Holdings
Texas
$234K – – –
WS
310
Wedbush Securities
California
$234K +$13.2K +158 +6%
AMG
311
Advisors Management Group
Wisconsin
$233K – – –
ANTB
312
AMG National Trust Bank
Colorado
$233K +$3.35K +40 +1%
PBO
313
Peoples Bank (Ohio)
Ohio
$229K -$16.7K -200 -7%
BlackRock
314
BlackRock
New York
$229K -$671 -8 -0.3%
SDWMA
315
Schneider Downs Wealth Management Advisors
Pennsylvania
$226K – – –
EFSCE
316
Enterprise Financial Services Corp (EFSC)
Missouri
$225K -$669 -8 -0.3%
BF
317
Blankinship & Foster
California
$218K – – –
AF
318
Alerus Financial
North Dakota
$216K – – –
DCM
319
Donaldson Capital Management
Indiana
$215K -$5.86K -70 -3%
LA
320
LexAurum Advisors
Kansas
$214K +$214K +2,552 New
DC
321
Davenport & Co
Virginia
$214K +$214K +2,560 New
CAM
322
Concorde Asset Management
Michigan
$211K -$3.02K -36 -1%
NCM
323
Narwhal Capital Management
Georgia
$209K – – –
IWC
324
Integrated Wealth Concepts
Massachusetts
$208K +$208K +2,496 New
HIMC
325
Heritage Investors Management Corp
Maryland
$203K +$203K +2,430 New
11 12
13
14 15