iShares S&P Mid-Cap 400 Value ETF
374 hedge funds and large institutions have $3.32B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 152 reducing their positions, and 42 closing their positions.
0% more call options, than puts
Call options by funds: $446K | Put options by funds: $446K
3.07% less ownership
Funds ownership: 121.8% → 118.73% (-3.1%)
4% less funds holding
Funds holding: 391 → 374 (-17)
12% less capital invested
Capital invested by funds: $3.78B → $3.32B (-$456M)
25% less funds holding in top 10
Funds holding in top 10: 32 → 24 (-8)
26% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 42
38% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.33M |
| 2 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$5.93M |
| 3 |
SG Americas Securities
New York
|
+$5.87M |
| 4 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$4.61M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$56.3M |
| 2 |
AssetMark Inc
Concord,
California
|
-$53.1M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$45.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$44.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$30.8M |
IJJ Hedge Fund Activity: Q2 2017 in Review
374 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2017, worth a combined $3.32B — down 12% from $3.78B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of IJJ and 31 opened new positions — a net loss of 11 holders — while 152 trimmed existing stakes and 94 added.
The largest buyer was MML Investors Services, opening a new position worth an estimated $6.33M. The largest seller was Sage Advisory Services, exiting entirely with an estimated $56.3M sold.
- 374 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2017, down from 391 in Q1 2017.
- Funds reported $3.32B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2017, down 12% quarter-over-quarter.
- 31 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2017 and 42 closed out, a net change of -11 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2017 was MML Investors Services, an estimated $6.33M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2017 was Sage Advisory Services, an estimated $56.3M sold.
Based on aggregated 13F filings for Q2 2017.