IJJ icon

iShares S&P Mid-Cap 400 Value ETF

466 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 155 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.5%
New
37
Increased
155
Reduced
159
Closed
33
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$263K +$263K +3,300 New
AEPG
327
American Economic Planning Group
New Jersey
$262K
SIC
328
Sigma Investment Counselors
Michigan
$262K
AIC
329
Ameritas Investment Company
Nebraska
$261K -$660K -8,266 -72%
MBTD
330
Mechanics Bank - Trust Department
California
$261K
LSAG
331
Lake Street Advisors Group
New Hampshire
$261K
TAIM
332
TD Ameritrade Investment Management
Nebraska
$260K -$956 -12 -0.4%
GRP
333
Global Retirement Partners
California
$257K +$138K +1,732 +116%
A
334
AdvicePeriod
California
$255K -$9.75K -122 -4%
M
335
MOTCO
Texas
$252K
QCMC
336
Quantum Capital Management (California)
California
$251K
TP
337
Tranquility Partners
Tennessee
$247K +$247K +3,092 New
PFS
338
Prospera Financial Services
Texas
$245K +$245K +3,070 New
CSIC
339
Clifford Swan Investment Counsel
California
$241K +$241K +3,028 New
AFP
340
Ausdal Financial Partners
Iowa
$239K +$239K +2,916 New
SMG
341
Spectrum Management Group
Indiana
$237K
EWM
342
Endurance Wealth Management
Rhode Island
$235K +$159 +2 +0.1%
FWP
343
FAS Wealth Partners
Kansas
$233K +$233K +2,920 New
CWM
344
Cahaba Wealth Management
Georgia
$231K -$10.5K -132 -4%
CCM
345
Condor Capital Management
New Jersey
$230K -$48.1K -602 -17%
WB
346
WesBanco Bank
West Virginia
$226K -$11K -138 -5%
RMDI
347
R.M. Davis Inc
Maine
$224K
TPA
348
Trivium Point Advisory
Connecticut
$223K
AMG
349
Advisors Management Group
Wisconsin
$222K -$35.7K -448 -14%
AIM
350
Advantage Investment Management
Iowa
$221K -$15.1K -190 -6%