iShares S&P Mid-Cap 400 Value ETF
469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.
103% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 32
19% more capital invested
Capital invested by funds: $3.38B → $4.01B (+$633M)
14% more funds holding in top 10
Funds holding in top 10: 22 → 25 (+3)
5% more funds holding
Funds holding: 445 → 469 (+24)
2.93% more ownership
Funds ownership: 123.26% → 126.18% (+2.9%)
4% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$45.3M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$37.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$26.2M |
| 4 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$23.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.3M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$17.1M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$11.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.57M |
| 5 |
Morgan Stanley
New York
|
-$8.25M |
IJJ Hedge Fund Activity: Q1 2019 in Review
469 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2019, worth a combined $4.01B — up 19% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IJJ positions and 32 closed out — a net gain of 33 holders — while 149 added to existing stakes and 155 trimmed.
The largest buyer was Stifel Financial, adding an estimated $45.3M. The largest seller was Fidelity Investments, cutting an estimated $23.3M.
- 469 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2019, up from 445 in Q4 2018.
- Funds reported $4.01B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2019, up 19% quarter-over-quarter.
- 65 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2019 and 32 closed out, a net change of +33 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2019 was Stifel Financial, an estimated $45.3M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2019 was Fidelity Investments, an estimated $23.3M sold.
Based on aggregated 13F filings for Q1 2019.