IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

679 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+20
Holders Change %
+3.03%
% of All Funds
10.75%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
222
Reduced
213
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$76.4M
2
BFG
Barber Financial Group
Kansas
+$55.7M
3
OCM
One Capital Management
California
+$44.7M
4
AF
Allworth Financial
California
+$39.3M
5
AAP
Arax Advisory Partners
Colorado
+$34.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$876M
2
LPL Financial
LPL Financial
California
-$36.7M
3
PFG
Piershale Financial Group
Illinois
-$28.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$21.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFAA
301
Klaas Financial Asset Advisors
Illinois
$782K -$101K -917 -11%
CG
302
Colony Group
Massachusetts
$770K -$38.9K -355 -5%
MGIA
303
Matthew Goff Investment Advisor
Texas
$764K -$372K -3,390 -33%
PWP
304
Perfromance Wealth Partners
Illinois
$756K – – –
DTC
305
Davidson Trust Company
Washington
$754K -$25.6K -234 -3%
AAS
306
Ameritas Advisory Services
Nebraska
$750K +$59.6K +544 +9%
CWM
307
Connecticut Wealth Management
Connecticut
$749K -$37.5K -342 -5%
CPO
308
Cerity Partners OCIO
New York
$732K +$439 +4 +0.1%
MIC
309
Meridian Investment Counsel
California
$729K – – –
HA
310
HYA Advisors
Missouri
$728K -$13.5K -123 -2%
VVP
311
Venture Visionary Partners
Ohio
$726K -$14.5K -132 -2%
MIA
312
MainStreet Investment Advisors
Illinois
$722K – – –
GTAM
313
Global Trust Asset Management
Florida
$717K -$5.04K -46 -0.7%
EWA
314
EP Wealth Advisors
California
$713K +$33.3K +304 +5%
Franklin Resources
315
Franklin Resources
California
$707K -$19.7K -180 -3%
HCA
316
Harbour Capital Advisors
Virginia
$703K – – –
SHFP
317
Second Half Financial Partners
Florida
$700K +$700K +6,872 New
KBFS
318
Kohmann Bosshard Financial Services
Ohio
$696K +$696K +6,350 New
OWA
319
Outlook Wealth Advisors
Texas
$695K -$12.7K -116 -2%
CBN
320
Cadence Bank NA
Texas
$689K +$2.19K +20 +0.3%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$688K +$66K +602 +11%
BRWA
322
B. Riley Wealth Advisors
Florida
$685K -$190K -1,729 -22%
MF
323
Meridian Financial
Massachusetts
$683K +$15.8K +144 +2%
CFG
324
Citizens Financial Group
Rhode Island
$673K +$1.97K +18 +0.3%
EGWAG
325
Elwood & Goetz Wealth Advisory Group
Georgia
$669K – – –
11 12
13
14 15