iShares S&P Mid-Cap 400 Value ETF
452 hedge funds and large institutions have $2.78B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 211 reducing their positions, and 54 closing their positions.
12% more capital invested
Capital invested by funds: $2.48B → $2.78B (+$302M)
0.22% more ownership
Funds ownership: 128.01% → 128.23% (+0.22%)
3% less funds holding
Funds holding: 467 → 452 (-15)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
20% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 54
51% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 211
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$146M |
| 2 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$35.5M |
| 3 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
+$12.7M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$10.6M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$173M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$47.6M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$23.2M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$19.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.4M |
IJJ Hedge Fund Activity: Q2 2020 in Review
452 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2020, worth a combined $2.78B — up 12% from $2.48B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of IJJ and 43 opened new positions — a net loss of 11 holders — while 211 trimmed existing stakes and 103 added.
The largest buyer was Fidelity Investments, adding an estimated $146M. The largest seller was Wells Fargo, cutting an estimated $173M.
- 452 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2020, down from 467 in Q1 2020.
- Funds reported $2.78B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2020, up 12% quarter-over-quarter.
- 43 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2020 and 54 closed out, a net change of -11 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2020 was Fidelity Investments, an estimated $146M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2020 was Wells Fargo, an estimated $173M sold.
Based on aggregated 13F filings for Q2 2020.