IJJ icon

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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$29.3M +$7.64M +97,358 +35%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$28.7M +$3.35M +42,620 +13%
TYCC
28
Texas Yale Capital Corp
Florida
$28.5M +$14.2M +181,298 +99%
SL
29
Salomon & Ludwin
Virginia
$27.1M +$326K +4,150 +1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$26.1M -$4.02M -51,152 -13%
NFG
31
Noven Financial Group
Colorado
$23.9M +$23.9M +305,090 New
KeyBank National Association
32
KeyBank National Association
Ohio
$23.8M -$1.58M -20,128 -6%
MCM
33
MAI Capital Management
Ohio
$23.8M +$281K +3,578 +1%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$21.8M +$1.73M +22,100 +9%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$21.4M +$21.4M +272,296 New
RCA
36
Rex Capital Advisors
Rhode Island
$20.6M -$32.3K -412 -0.2%
DPIM
37
Duff & Phelps Investment Management
Illinois
$17.7M +$47.1K +600 +0.3%
CIM
38
Confluence Investment Management
Missouri
$17.7M +$11.2M +142,210 +171%
FMC
39
First Merchants Corp
Indiana
$17.5M -$48.7K -620 -0.3%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$17.4M -$707K -9,006 -4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$16.9M -$35.6K -454 -0.2%
1IA
42
1834 Investment Advisors
Wisconsin
$16.9M +$681K +8,682 +4%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$16.8M -$241K -3,066 -1%
EIP
44
Ellis Investment Partners
Pennsylvania
$16M -$529K -6,624 -3%
FAM
45
Flaharty Asset Management
Florida
$15.6M -$294K -3,750 -2%
LFS
46
Lutz Financial Services
Nebraska
$14.7M +$1.07M +13,614 +8%
SFI
47
SPC Financial Inc
Maryland
$13.7M +$167K +2,126 +1%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$12.1M -$80.2K -1,022 -0.7%
SPIA
49
Steward Partners Investment Advisory
New York
$11.8M +$569K +7,254 +5%
M&T Bank
50
M&T Bank
New York
$11.6M +$555K +7,072 +5%
1
2
3 4 5