IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

428 hedge funds and large institutions have $4.02B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
9.8%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.5%
New
44
Increased
138
Reduced
130
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$187M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$35.9M
3
Ameriprise
Ameriprise
Minnesota
+$24.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.2M
5
RJA
Raymond James & Associates
Florida
+$10.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.7M
2
Axa
Axa
France
-$7.73M
3
CA
Centerpoint Advisors
Massachusetts
-$5.88M
4
KFA
Kays Financial Advisory
Georgia
-$5.71M
5
JFA
JNBA Financial Advisors
Minnesota
-$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
401
SYM Financial Corp
Indiana
$17K +$17K +202 New
RPG
402
Risk Paradigm Group
Texas
$16.7K – – –
FHA
403
Flagship Harbor Advisors
Massachusetts
$16K -$1.01K -12 -6%
WC
404
Whitnell & Co
Illinois
$16K – – –
CBT
405
Central Bank & Trust
Kentucky
$16K – – –
OSNBOA
406
Old Second National Bank of Aurora
Illinois
$15K – – –
BWM
407
BerganKDV Wealth Management
Minnesota
$15K +$169 +2 +1%
KL
408
KWMG LLC
Kansas
$14K +$4.39K +52 +46%
LGWM
409
Litman Gregory Wealth Management
California
$14K +$14K +166 New
EWM
410
Elmwood Wealth Management
California
$12.2K – – –
MFW
411
Mosaic Family Wealth
Missouri
$12K – – –
AF
412
Allworth Financial
California
$12K +$5.67K +68 +89%
BWM
413
Baystate Wealth Management
Massachusetts
$12K +$12K +146 New
LNB
414
Ledyard National Bank
$10K – – –
AWM
415
Aevitas Wealth Management
Massachusetts
$10K – – –
PMFA
416
Plante Moran Financial Advisors
Michigan
$9K – – –
PCTC
417
Perkins Coie Trust Company
Washington
$9K – – –
CTC
418
Central Trust Company
Missouri
$8K – – –
AssetMark Inc
419
AssetMark Inc
California
$7K -$159 -2 -2%
MFT
420
Moisand Fitzgerald Tamayo
Florida
$7K – – –
TFS
421
TrustCore Financial Services
Tennessee
$7K – – –
LFA
422
Legacy Financial Advisors
Kentucky
$6K – – –
SHJ
423
Sharkey, Howes & Javer
Colorado
$5K – – –
RIA
424
RPG Investment Advisory
California
$4K – – –
WCAMG
425
Woodard & Company Asset Management Group
North Carolina
$4K +$4K +44 New
15 16
17
18 19