iShares S&P Mid-Cap 400 Value ETF
542 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.
439% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 18
16% more funds holding
Funds holding: 468 → 542 (+74)
5% more capital invested
Capital invested by funds: $4B → $4.21B (+$213M)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
1.8% more ownership
Funds ownership: 126.32% → 128.13% (+1.8%)
6% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$27.7M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$13.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.9M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$5.03M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$39.2M |
| 2 |
Axa
Paris,
France
|
-$30.9M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$20.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.8M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$15.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
551
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$124K | -1,550 | Closed |
|
|
WC
552
Weil Company
San Diego,
California
| – | -$83K | -1,032 | Closed |
|
|
SB
553
Strategic Blueprint
Atlanta,
Georgia
| – | -$64K | -800 | Closed |
|
|
SWP
554
Strategic Wealth Partners
Independence,
Ohio
| – | -$54 | -700 | Closed |
|
|
TW
555
Towerpoint Wealth
Sacramento,
California
| – | -$36K | -450 | Closed |
|
556
First Manhattan
New York
| – | -$25K | -316 | Closed |
|
|
CCM
557
Cribstone Capital Management
Augusta,
Maine
| – | -$21K | -260 | Closed |
|
|
QCIG
558
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$18K | -232 | Closed |
|
|
KWA
559
KCS Wealth Advisory
Los Angeles,
California
| – | -$9.75K | -122 | Closed |
|
|
CI
560
Conning Inc
Hartford,
Connecticut
| – | -$6K | -74 | Closed |
|
561
EARNEST Partners
Atlanta,
Georgia
| – | +$493 | +6 | New |
|
IJJ Hedge Fund Activity: Q4 2019 in Review
542 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2019, worth a combined $4.21B — up 5.3% from $4B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new IJJ positions and 18 closed out — a net gain of 79 holders — while 164 added to existing stakes and 155 trimmed.
The largest buyer was Johanson Financial Advisors, opening a new position worth an estimated $27.7M. The largest seller was Stifel Financial, cutting an estimated $39.2M.
- 542 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2019, up from 468 in Q3 2019.
- Funds reported $4.21B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
- 97 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2019 and 18 closed out, a net change of +79 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $27.7M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2019 was Stifel Financial, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2019.