IJJ icon

iShares S&P Mid-Cap 400 Value ETF

603 hedge funds and large institutions have $5.94B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
+20
Holders Change %
+3.43%
% of All Funds
10.53%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
55
Increased
212
Reduced
183
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$592K +$592K +5,621 New
RMCM
327
Reynders McVeigh Capital Management
Massachusetts
$590K
BIM
328
Bridges Investment Management
Nebraska
$579K +$245K +2,328 +74%
GVAG
329
Great Valley Advisor Group
Delaware
$567K +$50.2K +477 +10%
CA
330
Cambridge Advisors
Nebraska
$563K
EVC
331
Eidelman Virant Capital
Missouri
$548K -$17K -161 -3%
EWM
332
EPG Wealth Management
Georgia
$547K +$1.16K +11 +0.2%
WP
333
WealthSource Partners
California
$537K -$19.2K -182 -3%
CCA
334
Cobblestone Capital Advisors
New York
$530K -$26.3K -250 -5%
SIC
335
Sigma Investment Counselors
Michigan
$522K -$49.5K -470 -9%
KC
336
Kingfisher Capital
North Carolina
$522K +$738 +7 +0.1%
Cerity Partners
337
Cerity Partners
New York
$520K -$38.8K -369 -7%
B
338
Bailard
California
$518K -$23.3K -221 -4%
SAM
339
Smithbridge Asset Management
Pennsylvania
$514K +$514K +4,876 New
RA
340
Rodgers & Associates
Pennsylvania
$492K -$18.1K -172 -4%
AWA
341
Arete Wealth Advisors
Illinois
$491K -$2.29M -22,538 -82%
BHBT
342
Burke & Herbert Bank & Trust
Virginia
$489K
SBH
343
Segall Bryant & Hamill
Illinois
$487K +$13.5K +128 +3%
WTB
344
Washington Trust Bank
Washington
$486K
GAM
345
Griffin Asset Management
New York
$480K +$13.9K +132 +3%
GL
346
Graypoint LLC
New York
$477K
Renaissance Technologies
347
Renaissance Technologies
New York
$474K -$600K -5,700 -56%
PA
348
PFG Advisors
Arizona
$472K +$1.58K +15 +0.3%
FLPIM
349
F.L. Putnam Investment Management
Massachusetts
$469K +$2.11K +20 +0.5%
CA
350
Clearstead Advisors
Ohio
$465K +$1.05K +10 +0.2%