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iShares S&P Mid-Cap 400 Value ETF
IJJ

364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 104

15% more funds holding in top 10

Funds holding in top 10: 26 → 30 (+4)

12% more capital invested

Capital invested by funds: $3.09B → $3.45B (+$362M)

9% more funds holding

Funds holding: 334 → 364 (+30)

1.31% less ownership

Funds ownership: 124.25% → 122.94% (-1.3%)

Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
9.1%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.75%
New
63
Increased
127
Reduced
104
Closed
25
Calls
$468K
Puts
–
Net Calls
+$468K
Net Calls Change
+$707K

Top Buyers

1
SAS
Sage Advisory Services
Texas
+$49.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35.3M
3
FA
FDx Advisors
Illinois
+$21.2M
4
LPL Financial
LPL Financial
California
+$20.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$20.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$39.2M
2
QA
Quantitative Advantage
Minnesota
-$37.3M
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$13.9M
4
Bessemer Group
Bessemer Group
New Jersey
-$11.1M
5
GAMA
Graticule Asia Macro Advisors
New York
-$9.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
376
Argent Trust Co
Tennessee
– -$213K -3,198 Closed
VKH
377
Virtu KCG Holdings
New York
– -$206K -3,094 Closed
MWP
378
MYCIO Wealth Partners
Pennsylvania
– -$137K -2,056 Closed
CWM
379
Concert Wealth Management
California
– -$114K -1,708 Closed
HW
380
Hedeker Wealth
Illinois
– -$2.97K -790 Closed
WOC
381
West Oak Capital
California
– -$46.9K -706 Closed
S
382
SignatureFD
Georgia
– -$35K -520 Closed
IWMPD
383
Integrated Wealth Management (Palm Desert)
California
– -$26K -390 Closed
ACM
384
Argentus Capital Management
Texas
– -$20K -306 Closed
PFG
385
Piershale Financial Group
Illinois
– -$19K -282 Closed
GI
386
Gradient Investments
Minnesota
– -$16K -242 Closed
VCM
387
Vigilant Capital Management
Maine
– -$10K -148 Closed
AF
388
Allworth Financial
California
– -$1K -18 Closed
12 13 14 15
16

IJJ Hedge Fund Activity: Q4 2016 in Review

364 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2016, worth a combined $3.45B — up 12% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IJJ positions and 25 closed out — a net gain of 38 holders — while 127 added to existing stakes and 104 trimmed.

The largest buyer was Sage Advisory Services, opening a new position worth an estimated $49.5M. The largest seller was Wells Fargo, cutting an estimated $39.2M.

  • 364 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2016, up from 334 in Q3 2016.
  • Funds reported $3.45B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 63 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2016 and 25 closed out, a net change of +38 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2016 was Sage Advisory Services, an estimated $49.5M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2016 was Wells Fargo, an estimated $39.2M sold.

Based on aggregated 13F filings for Q4 2016.