iShares S&P Mid-Cap 400 Value ETF
733 hedge funds and large institutions have $5.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 208 increasing their positions, 227 reducing their positions, and 31 closing their positions.
248% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 31
198% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $365K
21% more capital invested
Capital invested by funds: $4.49B → $5.45B (+$954M)
10% more funds holding
Funds holding: 665 → 733 (+68)
6.21% more ownership
Funds ownership: 67.8% → 74.01% (+6.2%)
8% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 227
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$408M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$21.2M |
| 3 |
JP Morgan Chase
New York
|
+$8.99M |
| 4 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$8.52M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$26M |
| 2 |
LPL Financial
San Diego,
California
|
-$21.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$20.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.4M |
| 5 |
Bank of New York Mellon
New York
|
-$16.2M |
IJJ Hedge Fund Activity: Q4 2023 in Review
733 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2023, worth a combined $5.45B — up 21% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new IJJ positions and 31 closed out — a net gain of 77 holders — while 208 added to existing stakes and 227 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $408M. The largest seller was Smith Anglin Financial, cutting an estimated $26M.
- 733 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2023, up from 665 in Q3 2023.
- Funds reported $5.45B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 108 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2023 and 31 closed out, a net change of +77 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $408M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2023 was Smith Anglin Financial, an estimated $26M sold.
Based on aggregated 13F filings for Q4 2023.