iShares S&P Mid-Cap 400 Value ETF
690 hedge funds and large institutions have $5.27B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 224 increasing their positions, 203 reducing their positions, and 34 closing their positions.
224% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 34
22% more capital invested
Capital invested by funds: $4.33B → $5.27B (+$939M)
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
10% more funds holding
Funds holding: 625 → 690 (+65)
10% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 203
5.2% less ownership
Funds ownership: 72.6% → 67.4% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$29.8M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$23.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.4M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$126M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.4M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.9M |
| 4 |
HAS
Holland Advisory Services
Ormond Beach,
Florida
|
-$6.85M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.57M |
IJJ Hedge Fund Activity: Q4 2022 in Review
690 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2022, worth a combined $5.27B — up 22% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IJJ positions and 34 closed out — a net gain of 76 holders — while 224 added to existing stakes and 203 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $29.8M. The largest seller was Hamilton Capital, cutting an estimated $126M.
- 690 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2022, up from 625 in Q3 2022.
- Funds reported $5.27B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 110 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2022 and 34 closed out, a net change of +76 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2022 was PNC Financial Services Group, an estimated $29.8M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2022 was Hamilton Capital, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2022.