IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

304 hedge funds and large institutions have $2.63B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
8.11%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
37
Increased
102
Reduced
96
Closed
20
Calls
–
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$743K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$69.6M
2
PFG
Piershale Financial Group
Illinois
+$25.2M
3
LI
LVZ Inc
Michigan
+$13.8M
4
LPL Financial
LPL Financial
California
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$7.94M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$6.54M
3
AWM
Affinity Wealth Management
Delaware
-$6.49M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
26
Duff & Phelps Investment Management
Illinois
$13.7M +$99.2K +1,600 +0.7%
DADC
27
D.A. Davidson & Co
Montana
$13.5M +$1.04M +16,794 +8%
TYCC
28
Texas Yale Capital Corp
Florida
$13.5M -$1.07M -17,188 -7%
M&T Bank
29
M&T Bank
New York
$13.3M -$4.31M -69,480 -25%
RJA
30
Raymond James & Associates
Florida
$13.1M -$402K -6,480 -3%
Truist Financial
31
Truist Financial
North Carolina
$12.7M -$1.48M -23,794 -10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$12.7M +$4.63M +74,612 +58%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$12.1M +$182K +2,934 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$11.7M +$403K +6,504 +4%
AIG
35
American International Group
New York
$11.5M +$10.1M +163,442 +753%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$10.7M -$6.54M -105,528 -38%
CPSAC
37
Chas P. Smith & Associates (CPS)
Florida
$10.6M -$496K -7,996 -4%
1IA
38
1834 Investment Advisors
Wisconsin
$10.4M +$289K +4,658 +3%
MCM
39
MAI Capital Management
Ohio
$10.2M -$866K -13,970 -8%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$10.2M +$148K +2,386 +1%
CAL
41
Capital Analysts LLC
Pennsylvania
$9.39M +$133K +2,148 +1%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$9.27M -$1.24M -20,022 -12%
FMBTD
43
First Midwest Bank Trust Division
Illinois
$8.89M +$4.19M +67,640 +89%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.58M +$452K +7,334 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$8.01M +$4.3M +69,346 +116%
KPCM
46
Kings Point Capital Management
New York
$7.81M -$1.33M -21,480 -15%
CC
47
Courier Capital
New York
$7.73M +$187K +3,018 +2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$7.52M -$6.1M -98,414 -45%
SFI
49
SPC Financial Inc
Maryland
$7.49M +$483K +7,790 +7%
CAL
50
Capital Advisors Ltd
Ohio
$7.33M +$65.1K +1,050 +0.9%
1
2
3 4 5