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 %
AC
326
AWM Capital
Arizona
$668K – – –
TWP
327
Total Wealth Planning
Ohio
$666K +$334K +3,045 +101%
MBT
328
Montecito Bank & Trust
California
$658K -$30.7K -280 -4%
DBT
329
Dubuque Bank & Trust
Iowa
$655K -$23.7K -216 -3%
MA
330
MONECO Advisors
Connecticut
$655K +$6.36K +58 +1%
SF
331
Synovus Financial
Georgia
$651K +$1.1K +10 +0.2%
PCMC
332
Private Capital Management (Colorado)
Colorado
$644K – – –
GIA
333
Gladstone Institutional Advisory
Florida
$641K +$641K +5,850 New
WAM
334
WNY Asset Management
New York
$640K -$2.85K -26 -0.4%
IBOK
335
Independence Bank of Kentucky
Kentucky
$639K +$588K +5,362 +1,151%
CWM
336
Cornerstone Wealth Management
Missouri
$629K +$75.3K +686 +14%
PPW
337
Parcion Private Wealth
Washington
$625K +$625K +5,702 New
AMCA
338
Arthur M. Cohen & Associates
Illinois
$617K +$54.9K +500 +10%
Renaissance Technologies
339
Renaissance Technologies
New York
$614K +$614K +5,600 New
CAMG
340
CWA Asset Management Group
Florida
$610K -$11.8K -108 -2%
SFA
341
Sequoia Financial Advisors
Ohio
$608K – – –
GAM
342
Griffin Asset Management
New York
$599K +$43.9K +400 +8%
VFA
343
Valeo Financial Advisors
Indiana
$589K – – –
CA
344
Cambridge Advisors
Nebraska
$586K – – –
MHS
345
M Holdings Securities
Oregon
$584K +$584K +5,328 New
EWM
346
EPG Wealth Management
Georgia
$580K +$6.25K +57 +1%
MWM
347
Mascoma Wealth Management
New Hampshire
$573K +$46.8K +427 +9%
OPWM
348
Oxinas Partners Wealth Management
Indiana
$567K +$26.7K +243 +5%
WANY
349
Wealthspire Advisors (New York)
New York
$560K +$36.2K +330 +7%
CCA
350
Cobblestone Capital Advisors
New York
$551K – – –
12 13
14
15 16