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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
376
Divergent Wealth Advisors
Utah
$30K – – –
AA
377
Ancora Advisors
Ohio
$29K +$29K +352 New
HI
378
Hudock Inc
Pennsylvania
$28K +$28K +340 New
IBOK
379
Independence Bank of Kentucky
Kentucky
$27K – – –
FEG
380
Financial Enhancement Group
Indiana
$26K – – –
DSC
381
Duncker Streett & Co
Missouri
$26K – – –
TC
382
Trilogy Capital
California
$26K +$6.5K +78 +33%
WF
383
WealthTrust Fairport
Ohio
$26K +$26K +310 New
TNBTD
384
Trustmark National Bank Trust Department
Mississippi
$26K +$26K +310 New
JFA
385
JNBA Financial Advisors
Minnesota
$25K -$4.43M -53,194 -99%
AOWM
386
Alpha Omega Wealth Management
Virginia
$25K – – –
Parallax Volatility Advisers
387
Parallax Volatility Advisers
California
$24K +$23.8K +282 +14,100%
IF
388
Ironwood Financial
Arizona
$23K – – –
FCFS
389
First Command Financial Services
Texas
$22K – – –
FCB
390
First Command Bank
Texas
$22K – – –
BFC
391
Bedel Financial Consulting
Indiana
$21K – – –
CTB
392
Country Trust Bank
Illinois
$21K +$21K +256 New
GP
393
Girard Partners
Pennsylvania
$21K +$21K +258 New
TPWA
394
TRUE Private Wealth Advisors
Oregon
$21K +$21K +250 New
ECM
395
Exchange Capital Management
Michigan
$20K -$27.4K -320 -58%
BA
396
Ballew Advisors
Mississippi
$20K – – –
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
SFG
398
SevenBridge Financial Group
Pennsylvania
$18K – – –
CB
399
CNB Bank
Pennsylvania
$18K – – –
TL
400
TrueWealth LLC
Georgia
$17K – – –
14 15
16
17 18