IJJ icon

iShares S&P Mid-Cap 400 Value ETF

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Shares
Change %
SW
401
SVB Wealth
Massachusetts
$219K
PSF
402
Pacific Sun Financial
California
$219K +$219K +2,560 New
NCM
403
Narwhal Capital Management
Georgia
$218K
BPA
404
Beacon Pointe Advisors
California
$218K +$218K +2,534 New
CIA
405
Choate Investment Advisors
Massachusetts
$212K +$212K +2,480 New
PL
406
Plancorp LLC
Missouri
$211K +$211K +2,474 New
SWM
407
SeaCrest Wealth Management
New York
$208K +$208K +2,440 New
RFWA
408
RPg Family Wealth Advisory
Massachusetts
$206K -$4.61K -54 -2%
CFA
409
Carroll Financial Associates
North Carolina
$206K +$44.8K +526 +28%
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$205K +$205K +2,398 New
HIMC
411
Heritage Investors Management Corp
Maryland
$203K +$203K +2,380 New
PFBT
412
Parkside Financial Bank & Trust
Missouri
$201K
VNA
413
Valley National Advisers
Pennsylvania
$200K +$1.54K +18 +0.8%
MWP
414
MYCIO Wealth Partners
Pennsylvania
$194K +$1.88K +22 +1%
BCA
415
Berman Capital Advisors
Georgia
$187K +$340 +4 +0.2%
LB
416
Legacy Bridge
Iowa
$185K
SIS
417
SVB Investment Services
Utah
$179K +$179K +2,100 New
GCM
418
Gables Capital Management
Florida
$171K
OPS
419
Orion Portfolio Solutions
Nebraska
$170K +$170K +1,994 New
CG
420
Cutler Group
California
$159K +$159K +1,866 New
TWA
421
TCI Wealth Advisors
Arizona
$157K +$85.1K +1,000 +118%
CDIA
422
Capital Directions Investment Advisors
Georgia
$156K +$37.8K +442 +32%
FRA
423
Front Row Advisors
California
$152K
EI
424
Ellevest Inc
New York
$151K
CHC
425
City Holding Co
West Virginia
$149K -$342 -4 -0.2%