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iShares S&P Mid-Cap 400 Value ETF
IJJ

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,813% more call options, than puts

Call options by funds: $306K | Put options by funds: $16K

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

0% more funds holding

Funds holding: 466 → 468 (+2)

0.05% more ownership

Funds ownership: 126.27% → 126.32% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

0% less capital invested

Capital invested by funds: $4.02B → $4B (-$16.5M)

Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.26%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K

Top Buyers

1
NFG
Noven Financial Group
Colorado
+$22.6M
2
WIA
World Investment Advisors
California
+$21.6M
3
Stifel Financial
Stifel Financial
Missouri
+$11.3M
4
MWM
Merriman Wealth Management
Washington
+$9.51M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$7.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$99.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
3
CS
Credit Suisse
Switzerland
-$8.86M
4
LMIM
Lockheed Martin Investment Management
Maryland
-$6.15M
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$28.4M +$1.3M +16,468 +5%
BF
27
BOK Financial
Oklahoma
$28M -$362K -4,594 -1%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$27M +$366K +4,656 +1%
SL
29
Salomon & Ludwin
Virginia
$26.3M -$474K -6,016 -2%
MCM
30
MAI Capital Management
Ohio
$24.8M +$134K +1,708 +0.6%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$24M +$413K +5,242 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$23.3M -$846K -10,746 -4%
CIM
33
Confluence Investment Management
Missouri
$23.2M +$4M +50,830 +21%
NFG
34
Noven Financial Group
Colorado
$23M +$22.6M +287,286 New
WIA
35
World Investment Advisors
California
$21.9M +$21.6M +273,794 New
KeyBank National Association
36
KeyBank National Association
Ohio
$20.6M -$2.76M -35,034 -12%
RCA
37
Rex Capital Advisors
Rhode Island
$19.9M -$1.06M -13,522 -5%
1IA
38
1834 Investment Advisors
Wisconsin
$18.8M +$858K +10,902 +5%
DPIM
39
Duff & Phelps Investment Management
Illinois
$18.2M – – –
JMPWA
40
JP Morgan Private Wealth Advisors
California
$17.9M +$543K +6,898 +3%
FMC
41
First Merchants Corp
Indiana
$17.2M -$246K -3,126 -1%
FAM
42
Flaharty Asset Management
Florida
$15.6M +$81.4K +1,034 +0.5%
EIP
43
Ellis Investment Partners
Pennsylvania
$15.6M -$48.8K -620 -0.3%
SEI Investments
44
SEI Investments
Pennsylvania
$15.4M +$197K +2,502 New
LFS
45
Lutz Financial Services
Nebraska
$14.7M -$81.7K -1,038 -0.6%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$14.6M -$1.8M -22,852 -11%
TYCC
47
Texas Yale Capital Corp
Florida
$14.5M -$67.7K -860 -0.5%
SFI
48
SPC Financial Inc
Maryland
$13.9M +$78.1K +992 +0.6%
SPIA
49
Steward Partners Investment Advisory
New York
$12.6M +$517K +6,572 +4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$12.3M +$135K +1,712 +1%
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IJJ Hedge Fund Activity: Q3 2019 in Review

468 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2019, worth a combined $4B — down 0.41% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IJJ positions and 28 closed out — a net gain of 6 holders — while 143 added to existing stakes and 142 trimmed.

The largest buyer was Noven Financial Group, opening a new position worth an estimated $22.6M. The largest seller was Wells Fargo, cutting an estimated $99.6M.

  • 468 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2019, up from 466 in Q2 2019.
  • Funds reported $4B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2019, down 0.41% quarter-over-quarter.
  • 34 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2019 and 28 closed out, a net change of +6 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2019 was Noven Financial Group, an estimated $22.6M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2019 was Wells Fargo, an estimated $99.6M sold.

Based on aggregated 13F filings for Q3 2019.