IJJ icon

iShares S&P Mid-Cap 400 Value ETF

583 hedge funds and large institutions have $5.61B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 164 increasing their positions, 185 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
10.27%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.62%
New
87
Increased
164
Reduced
185
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCB
301
First Command Bank
Texas
$572K +$433K +4,247 +312%
RMCM
302
Reynders McVeigh Capital Management
Massachusetts
$571K
OWA
303
Outlook Wealth Advisors
Texas
$565K -$10.4K -102 -2%
DBT
304
Dubuque Bank & Trust
Iowa
$563K -$10.2K -100 -2%
MWM
305
Moulton Wealth Management
Washington
$563K +$563K +5,423 New
VFIC
306
Valley Forge Investment Consultants
Pennsylvania
$557K -$63K -618 -10%
SIC
307
Sigma Investment Counselors
Michigan
$553K
EVC
308
Eidelman Virant Capital
Missouri
$548K
SG
309
StoneX Group
New York
$547K +$547K +5,362 New
CA
310
Cambridge Advisors
Nebraska
$545K -$408 -4 -0.1%
Cerity Partners
311
Cerity Partners
New York
$541K +$33.3K +327 +7%
CCA
312
Cobblestone Capital Advisors
New York
$538K -$85.6K -840 -14%
WP
313
WealthSource Partners
California
$538K
W
314
WealthStone
Ohio
$530K -$4.89K -48 -0.9%
TSS
315
Two Sigma Securities
New York
$529K +$529K +5,185 New
EWM
316
EPG Wealth Management
Georgia
$528K -$105K -1,026 -17%
B
317
Bailard
California
$524K -$100K -985 -16%
KC
318
Kingfisher Capital
North Carolina
$504K +$917 +9 +0.2%
GVAG
319
Great Valley Advisor Group
Delaware
$500K +$72.7K +713 +17%
RA
320
Rodgers & Associates
Pennsylvania
$494K -$31K -304 -6%
WAM
321
WNY Asset Management
New York
$494K +$494K +4,852 New
CAG
322
Csenge Advisory Group
Florida
$493K +$493K +4,732 New
HW
323
Hancock Whitney
Mississippi
$482K -$25.1K -246 -5%
BHBT
324
Burke & Herbert Bank & Trust
Virginia
$473K -$17.5K -172 -4%
WTB
325
Washington Trust Bank
Washington
$471K -$56.3K -552 -11%