IJJ icon

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 %
CHC
326
City Holding Co
West Virginia
$109K – – –
SIAS
327
Shine Investment Advisory Services
Colorado
$108K – – –
GAM
328
Gemmer Asset Management
California
$107K – – –
SFSIG
329
San Francisco Sentry Investment Group
California
$105K +$29.7K +366 +40%
MBT
330
Monroe Bank & Trust
Michigan
$101K -$16.2K -200 -14%
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$101K – – –
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$99.2K +$68.9K +850 +227%
OIA
333
OneDigital Investment Advisors
Kansas
$98K – – –
B
334
Bridgeworth
Alabama
$93K +$93K +1,156 New
FNB
335
Farmers National Bank
Kentucky
$91K – – –
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$90K – – –
QCG
337
Quadrant Capital Group
Ohio
$85K – – –
OC
338
Oakworth Capital
Alabama
$77K +$3.25K +40 +4%
GWM
339
Geneos Wealth Management
Colorado
$69K -$10.6K -132 -13%
CCM
340
Covington Capital Management
California
$69K – – –
TWA
341
TCI Wealth Advisors
Arizona
$68K – – –
CPA
342
Clear Perspective Advisors
Illinois
$68K – – –
CFG
343
Citizens Financial Group
Rhode Island
$66K – – –
GFP
344
Gryphon Financial Partners
Ohio
$61K – – –
FCMT
345
Founders Capital Management (Texas)
Texas
$60K – – –
TIM
346
Tortoise Investment Management
New York
$58K – – –
GRP
347
Global Retirement Partners
California
$55K – – –
SSB
348
Sandy Spring Bank
Maryland
$54K -$26.4K -324 -33%
AF
349
Advisornet Financial
Minnesota
$50K – – –
ECM
350
Exchange Capital Management
Michigan
$45K – – –
12 13
14
15 16