iShares S&P Mid-Cap 400 Value ETF
610 hedge funds and large institutions have $6.03B invested in iShares S&P Mid-Cap 400 Value ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 181 reducing their positions, and 33 closing their positions.
42% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 33
2.32% more ownership
Funds ownership: 68.35% → 70.66% (+2.3%)
6% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 181
1% more capital invested
Capital invested by funds: $5.96B → $6.03B (+$74.8M)
0% more funds holding
Funds holding: 607 → 610 (+3)
15% less funds holding in top 10
Funds holding in top 10: 34 → 29 (-5)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$113M |
| 2 |
AssetMark Inc
Concord,
California
|
+$87.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$33.7M |
| 4 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$16.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$45.5M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$28.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$21.2M |
| 4 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$14.7M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$14.3M |
IJJ Hedge Fund Activity: Q3 2021 in Review
610 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q3 2021, worth a combined $6.03B — up 1.3% from $5.96B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IJJ positions and 33 closed out — a net gain of 14 holders — while 191 added to existing stakes and 181 trimmed.
The largest buyer was Hamilton Capital, opening a new position worth an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $45.5M.
- 610 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q3 2021, up from 607 in Q2 2021.
- Funds reported $6.03B of iShares S&P Mid-Cap 400 Value ETF stock for Q3 2021, up 1.3% quarter-over-quarter.
- 47 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q3 2021 and 33 closed out, a net change of +14 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q3 2021 was Hamilton Capital, an estimated $113M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q3 2021 was Morgan Stanley, an estimated $45.5M sold.
Based on aggregated 13F filings for Q3 2021.