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iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Allworth Financial
California
$24K +$12.1K +152 +101%
IF
427
Ironwood Financial
Arizona
$22K – – –
IBOK
428
Independence Bank of Kentucky
Kentucky
$22K – – –
CBT
429
Capital Bank & Trust
California
$22K +$22K +278 New
BFC
430
Bedel Financial Consulting
Indiana
$21K – – –
CICI
431
Capital Investment Counsel Inc
North Carolina
$21K +$21K +266 New
CCM
432
Cribstone Capital Management
Maine
$20K -$10.3K -134 -34%
CTB
433
Country Trust Bank
Illinois
$20K – – –
HCA
434
Horan Capital Advisors
Ohio
$19K +$19K +240 New
FHA
435
Flagship Harbor Advisors
Massachusetts
$18K +$7.83K +100 +77%
SFG
436
SevenBridge Financial Group
Pennsylvania
$17K – – –
CB
437
CNB Bank
Pennsylvania
$17K – – –
TL
438
TrueWealth LLC
Georgia
$16K – – –
CBT
439
Central Bank & Trust
Kentucky
$15K – – –
OSNBOA
440
Old Second National Bank of Aurora
Illinois
$14K – – –
BWM
441
BerganKDV Wealth Management
Minnesota
$14K – – –
QCIG
442
Quad-Cities Investment Group
Iowa
$14K +$14K +178 New
WTB
443
Washington Trust Bank
Washington
$13K -$6.66K -82 -34%
LGWM
444
Litman Gregory Wealth Management
California
$13K – – –
KL
445
KWMG LLC
Kansas
$13K – – –
MFW
446
Mosaic Family Wealth
Missouri
$12K – – –
ESB
447
Essex Savings Bank
Connecticut
$11K – – –
BBHC
448
Brown Brothers Harriman & Co
New York
$11K +$11K +138 New
TFS
449
TrustCore Financial Services
Tennessee
$11K +$11K +140 New
PMFA
450
Plante Moran Financial Advisors
Michigan
$9K – – –
16 17
18
19 20