iShares S&P Mid-Cap 400 Value ETF
445 hedge funds and large institutions have $3.38B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 160 increasing their positions, 115 reducing their positions, and 57 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 115
32% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 57
4% more funds holding
Funds holding: 428 → 445 (+17)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
7.21% less ownership
Funds ownership: 130.46% → 123.26% (-7.2%)
16% less capital invested
Capital invested by funds: $4.02B → $3.38B (-$646M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$179M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$158M |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$10.4M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$10.2M |
| 5 |
Bank of New York Mellon
New York
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$134M |
| 2 |
Morgan Stanley
New York
|
-$91.9M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$49.5M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$34.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$21.2M |
IJJ Hedge Fund Activity: Q4 2018 in Review
445 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2018, worth a combined $3.38B — down 16% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IJJ positions and 57 closed out — a net gain of 18 holders — while 160 added to existing stakes and 115 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $179M. The largest seller was Envestnet Asset Management, cutting an estimated $134M.
- 445 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2018, up from 428 in Q3 2018.
- Funds reported $3.38B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 75 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2018 and 57 closed out, a net change of +18 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2018 was Fidelity Investments, an estimated $179M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2018.