iShares S&P Mid-Cap 400 Value ETF
662 hedge funds and large institutions have $6.39B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 217 increasing their positions, 156 reducing their positions, and 41 closing their positions.
161% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 41
39% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 156
24% more funds holding in top 10
Funds holding in top 10: 29 → 36 (+7)
9% more funds holding
Funds holding: 610 → 662 (+52)
6% more capital invested
Capital invested by funds: $6.03B → $6.39B (+$358M)
0.71% more ownership
Funds ownership: 70.66% → 71.37% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$22.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.1M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$11M |
| 5 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$7.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$90.8M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$45.1M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$41.8M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$39.5M |
| 5 |
JMF
Johnson Midwest Financial
Glidden,
Iowa
|
-$19.3M |
IJJ Hedge Fund Activity: Q4 2021 in Review
662 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2021, worth a combined $6.39B — up 5.9% from $6.03B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new IJJ positions and 41 closed out — a net gain of 66 holders — while 217 added to existing stakes and 156 trimmed.
The largest buyer was World Investment Advisors, adding an estimated $22.9M. The largest seller was AssetMark Inc, cutting an estimated $90.8M.
- 662 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2021, up from 610 in Q3 2021.
- Funds reported $6.39B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2021, up 5.9% quarter-over-quarter.
- 107 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2021 and 41 closed out, a net change of +66 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2021 was World Investment Advisors, an estimated $22.9M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2021 was AssetMark Inc, an estimated $90.8M sold.
Based on aggregated 13F filings for Q4 2021.