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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

411 hedge funds and large institutions have $3.6B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
9.42%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.6%
New
25
Increased
133
Reduced
121
Closed
32
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$463K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$39.2M
2
MWM
Merriman Wealth Management
Washington
+$9.33M
3
LMIM
Lockheed Martin Investment Management
Maryland
+$7.28M
4
CA
Centerpoint Advisors
Massachusetts
+$6.28M
5
EFS
Edelman Financial Services
Virginia
+$5.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$11.9M
3
Stifel Financial
Stifel Financial
Missouri
-$7.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.82M
5
CS
Credit Suisse
Switzerland
-$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
401
TrustCore Financial Services
Tennessee
$6K – – –
MFT
402
Moisand Fitzgerald Tamayo
Florida
$6K – – –
LFA
403
Legacy Financial Advisors
Kentucky
$6K – – –
AF
404
Allworth Financial
California
$6K +$6K +76 New
SHJ
405
Sharkey, Howes & Javer
Colorado
$5K – – –
RIA
406
RPG Investment Advisory
California
$3K – – –
CFD
407
Creative Financial Designs
Indiana
$3K +$3K +40 New
KCPG
408
Kavar Capital Partners Group
Kansas
$1K – – –
PCIA
409
Prime Capital Investment Advisors
Kansas
$1K +$1K +14 New
FRA
410
Front Row Advisors
California
$183 – – –
MIAN
411
Mariner Independent Advisor Network
Kansas
– -$11.9M -153,616 Closed
Susquehanna International Group
412
Susquehanna International Group
Pennsylvania
– -$6.82M -88,232 Closed
CS
413
Credit Suisse
Switzerland
– -$6.01M -77,732 Closed
LA
414
Leonetti & Associates
Illinois
– -$3.55M -45,906 Closed
GT
415
Glenmede Trust
Pennsylvania
– -$1.97M -24,664 Closed
Jane Street
416
Jane Street
New York
– -$1.66M -21,464 Closed
CCT
417
Country Club Trust
Missouri
– -$907K -11,744 Closed
TW
418
Transform Wealth
Colorado
– -$745K -9,638 Closed
Citadel Advisors
419
Citadel Advisors
Florida
– -$578K -7,486 Closed
TSS
420
Two Sigma Securities
New York
– -$357K -4,624 Closed
CBU
421
CIBC Bank USA
Illinois
– -$307K -3,974 Closed
HIMC
422
Heritage Investors Management Corp
Maryland
– -$265K -3,430 Closed
RCM
423
RB Capital Management
Nevada
– -$252K -3,264 Closed
KA
424
Klingman & Associates
New York
– -$250K -3,234 Closed
PFS
425
Prospera Financial Services
Texas
– -$225K -2,914 Closed
14 15 16
17
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