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iShares S&P Mid-Cap 400 Value ETF
IJJ

535 hedge funds and large institutions have $3.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 27

47% more funds holding in top 10

Funds holding in top 10: 15 → 22 (+7)

34% more capital invested

Capital invested by funds: $2.75B → $3.69B (+$936M)

16% more funds holding

Funds holding: 462 → 535 (+73)

43% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 202

61.61% less ownership

Funds ownership: 128.74% → 67.12% (-62%)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $785K

Holders
535
Holders Change
+73
Holders Change %
+15.8%
% of All Funds
9.47%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.39%
New
110
Increased
115
Reduced
202
Closed
27
Calls
$2K
Puts
$785K
Net Calls
-$783K
Net Calls Change
-$985K

Top Buyers

1
PSUF
People's United Financial
Connecticut
+$45.5M
2
Morgan Stanley
Morgan Stanley
New York
+$31.8M
3
UBS Group
UBS Group
Switzerland
+$18.5M
4
WIA
World Investment Advisors
California
+$16.7M
5
DADC
D.A. Davidson & Co
Montana
+$12.4M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$20M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$17.1M
3
Wells Fargo
Wells Fargo
California
-$15.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.9M
5
CC
Courier Capital
New York
-$9.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
376
Atlas Brown
Kentucky
$224K +$203K +2,590 New
PWM
377
PBMares Wealth Management
Virginia
$224K +$203K +2,594 New
BF
378
Blankinship & Foster
California
$224K +$204K +2,600 New
EWM
379
Endurance Wealth Management
Rhode Island
$223K +$78 +1 +0%
AF
380
Alerus Financial
North Dakota
$223K +$203K +2,584 New
IA
381
Insight Advisors
Pennsylvania
$221K +$201K +2,564 New
BSSFA
382
Baron Silver Stevens Financial Advisors
Florida
$219K +$200K +2,549 New
FM
383
Foster & Motley
Ohio
$218K +$198K +2,530 New
NCM
384
Narwhal Capital Management
Georgia
$216K +$196K +2,500 New
RA
385
Reby Advisors
Connecticut
$216K +$196K +2,502 New
SIS
386
SVB Investment Services
Utah
$215K – – –
PCA
387
Personal Capital Advisors
California
$214K +$194K +2,474 New
LWM
388
Lyell Wealth Management
California
$212K +$193K +2,460 New
HTC
389
Haverford Trust Company
Pennsylvania
$210K +$191K +2,430 New
SW
390
SVB Wealth
Massachusetts
$209K +$190K +2,420 New
RFWA
391
RPg Family Wealth Advisory
Massachusetts
$208K – – –
FRA
392
Frank Rimerman Advisors
California
$208K +$189K +2,412 New
CFA
393
Carroll Financial Associates
North Carolina
$208K – – –
CAM
394
Cozad Asset Management
Illinois
$208K +$189K +2,410 New
HWM
395
HighMark Wealth Management
Minnesota
$206K +$187K +2,389 New
HIMC
396
Heritage Investors Management Corp
Maryland
$205K +$187K +2,380 New
FA
397
FC Advisory
Pennsylvania
$203K +$184K +2,348 New
VNA
398
Valley National Advisers
Pennsylvania
$202K – – –
ONB
399
Old National Bancorp
Indiana
$202K +$184K +2,344 New
PC
400
Permanens Capital
New York
$200K +$182K +2,316 New
14 15
16
17 18

IJJ Hedge Fund Activity: Q4 2020 in Review

535 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2020, worth a combined $3.69B — up 34% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IJJ positions and 27 closed out — a net gain of 83 holders — while 115 added to existing stakes and 202 trimmed.

The largest buyer was People's United Financial, adding an estimated $45.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $20M.

  • 535 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2020, up from 462 in Q3 2020.
  • Funds reported $3.69B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2020, up 34% quarter-over-quarter.
  • 110 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2020 and 27 closed out, a net change of +83 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2020 was People's United Financial, an estimated $45.5M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2020 was Cambridge Investment Research Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.