iShares S&P Mid-Cap 400 Value ETF
756 hedge funds and large institutions have $5.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 289 reducing their positions, and 42 closing their positions.
340% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $247K
64% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 42
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
6% more capital invested
Capital invested by funds: $5.04B → $5.34B (+$304M)
3% more funds holding
Funds holding: 736 → 756 (+20)
0.11% less ownership
Funds ownership: 69.21% → 69.11% (-0.11%)
32% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 289
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$28M |
| 2 |
Goldman Sachs
New York
|
+$9.59M |
| 3 |
JP Morgan Chase
New York
|
+$7.2M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$5.19M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$60M |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$46.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$19.4M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.4M |
IJJ Hedge Fund Activity: Q3 2024 in Review
756 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2024, worth a combined $5.34B — up 6% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IJJ positions and 42 closed out — a net gain of 27 holders — while 196 added to existing stakes and 289 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $28M. The largest seller was AssetMark Inc, cutting an estimated $60M.
- 756 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2024, up from 736 in Q2 2024.
- Funds reported $5.34B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2024, up 6% quarter-over-quarter.
- 69 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2024 and 42 closed out, a net change of +27 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2024 was AssetMark Inc, an estimated $60M sold.
Based on aggregated 13F filings for Q3 2024.