IJJ icon

iShares S&P Mid-Cap 400 Value ETF

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.28%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
LB
376
Legacy Bridge
Iowa
$173K
SBSB
377
Sullivan, Bruyette, Speros & Blaney
Virginia
$161K +$161K +2,012 New
GCM
378
Gables Capital Management
Florida
$160K +$160K +2,000 New
CFA
379
Carroll Financial Associates
North Carolina
$151K
FRA
380
Front Row Advisors
California
$142K
EI
381
Ellevest Inc
New York
$142K +$35.3K +440 +33%
CHC
382
City Holding Co
West Virginia
$140K
ST
383
Smithfield Trust
Pennsylvania
$137K
GWS
384
Glassman Wealth Services
Virginia
$130K
CAN
385
Claraphi Advisory Network
United States
$124K +$124K +1,550 New
CCM
386
Covington Capital Management
California
$119K
EFSCE
387
Enterprise Financial Services Corp (EFSC)
Missouri
$114K
CDIA
388
Capital Directions Investment Advisors
Georgia
$110K -$1.75K -22 -2%
FEG
389
Financial Enhancement Group
Indiana
$110K
AIM
390
Acropolis Investment Management
Missouri
$109K +$109K +1,366 New
JGIA
391
Jackson Grant Investment Advisers
Connecticut
$102K +$480 +6 +0.5%
RIA
392
Realta Investment Advisors
Delaware
$101K -$4.52K -56 -4%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$101K
CIAS
394
Capital Investment Advisory Services
North Carolina
$95K -$3.02K -38 -3%
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$95K
SIAS
396
Shine Investment Advisory Services
Colorado
$86K
WC
397
Weil Company
California
$83K +$83K +1,032 New
GAM
398
Gemmer Asset Management
California
$82K
VFA
399
Valeo Financial Advisors
Indiana
$81K -$3.54K -44 -4%
OC
400
Oakworth Capital
Alabama
$73K