IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$202K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$283M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$67.8M
3
WSFS
3
Wilmington Savings Fund Society
Delaware
$43.9M
4
Bank of America
4
Bank of America
North Carolina
$138M
5
CC
5
Courier Capital
New York
$9.08M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$58.7M
2
Wells Fargo
2
Wells Fargo
California
$404M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$104M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$19.6M -$1.94M -28,770 -9%
1IA
27
1834 Investment Advisors
Wisconsin
$19.2M +$864K +12,820 +5%
MCM
28
MAI Capital Management
Ohio
$18.5M -$1.42M -21,014 -7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$17.3M +$87.4K +1,296 +0.5%
Osaic Holdings
30
Osaic Holdings
Arizona
$16.6M +$1.16M +17,166 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$16.3M -$340K -5,044 -2%
RCA
32
Rex Capital Advisors
Rhode Island
$15.9M -$2.57M -38,120 -14%
DPIM
33
Duff & Phelps Investment Management
Illinois
$15.6M – – –
SL
34
Salomon & Ludwin
Virginia
$14.1M -$464K -6,876 -3%
DCM
35
Dupont Capital Management
Delaware
$13.7M – – –
KeyBank National Association
36
KeyBank National Association
Ohio
$13.3M -$615K -9,122 -4%
SFI
37
SPC Financial Inc
Maryland
$12.7M -$771K -11,430 -6%
FMC
38
First Merchants Corp
Indiana
$12.7M -$375K -5,566 -3%
Betterment LLC
39
Betterment LLC
New York
$12.1M -$3.03M -44,948 -20%
FAM
40
Flaharty Asset Management
Florida
$11.9M -$1.14M -16,976 -9%
MWM
41
Merriman Wealth Management
Washington
$10.8M -$536K -7,944 -5%
LFS
42
Lutz Financial Services
Nebraska
$9.74M -$98K -1,454 -1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$9.65M -$314K -4,650 -3%
CC
44
Courier Capital
New York
$9.08M +$4.41M +120,374 +95%
EPP
45
ETF Portfolio Partners
Kansas
$8.95M -$93.5K -1,386 -1%
Lido Advisors
46
Lido Advisors
California
$8.86M +$730K +10,824 +9%
TYCC
47
Texas Yale Capital Corp
Florida
$8.7M -$14.4K -214 -0.2%
CAL
48
Capital Advisors Ltd
Ohio
$8.35M -$72.1K -1,070 -0.9%
PAG
49
Private Advisor Group
New Jersey
$8.02M -$123K -1,834 -2%
GIA
50
GHP Investment Advisors
Colorado
$8.01M +$243K +3,606 +3%
1
2
3 4 5