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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
376
FNY Investment Advisers
New York
$21K +$21K +270 New
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
TC
378
Trilogy Capital
California
$19K +$6.33K +78 +50%
CB
379
CNB Bank
Pennsylvania
$18K – – –
SFG
380
SevenBridge Financial Group
Pennsylvania
$17K – – –
RPG
381
Risk Paradigm Group
Texas
$16.2K -$264K -3,264 -94%
WC
382
Whitnell & Co
Illinois
$16K – – –
TL
383
TrueWealth LLC
Georgia
$16K – – –
CBT
384
Central Bank & Trust
Kentucky
$16K – – –
FHA
385
Flagship Harbor Advisors
Massachusetts
$16K +$16K +202 New
OSNBOA
386
Old Second National Bank of Aurora
Illinois
$14K – – –
BWM
387
BerganKDV Wealth Management
Minnesota
$14K +$14K +176 New
WTB
388
Washington Trust Bank
Washington
$13K – – –
MFW
389
Mosaic Family Wealth
Missouri
$12K – – –
EWM
390
Elmwood Wealth Management
California
$11.8K – – –
AWM
391
Aevitas Wealth Management
Massachusetts
$10K – – –
LNB
392
Ledyard National Bank
$9K -$947 -12 -10%
PCTC
393
Perkins Coie Trust Company
Washington
$9K – – –
PMFA
394
Plante Moran Financial Advisors
Michigan
$9K – – –
JCM
395
Jacobi Capital Management
Pennsylvania
$9K – – –
BCA
396
Bay Colony Advisors
Massachusetts
$9K +$9K +114 New
KL
397
KWMG LLC
Kansas
$9K +$9K +114 New
EA
398
Edge Advisors
Georgia
$8K -$4.16K -52 -34%
CTC
399
Central Trust Company
Missouri
$8K – – –
AssetMark Inc
400
AssetMark Inc
California
$7K – – –
14 15
16
17 18