iShares S&P Mid-Cap 400 Value ETF
682 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 214 reducing their positions, and 48 closing their positions.
259% more call options, than puts
Call options by funds: $746K | Put options by funds: $208K
65% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 48
11% more funds holding in top 10
Funds holding in top 10: 36 → 40 (+4)
3.7% more ownership
Funds ownership: 71.37% → 75.08% (+3.7%)
3% more funds holding
Funds holding: 662 → 682 (+20)
4% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 214
11% less capital invested
Capital invested by funds: $6.39B → $5.72B (-$673M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$490M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$75.1M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$54.8M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$44M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$860M |
| 2 |
LPL Financial
San Diego,
California
|
-$36.1M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$28.6M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$21.5M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$16.6M |
IJJ Hedge Fund Activity: Q1 2022 in Review
682 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2022, worth a combined $5.72B — down 11% from $6.39B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IJJ positions and 48 closed out — a net gain of 31 holders — while 223 added to existing stakes and 214 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $490M. The largest seller was First Command Advisory Services, cutting an estimated $860M.
- 682 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2022, up from 662 in Q4 2021.
- Funds reported $5.72B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2022, down 11% quarter-over-quarter.
- 79 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2022 and 48 closed out, a net change of +31 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $490M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2022 was First Command Advisory Services, an estimated $860M sold.
Based on aggregated 13F filings for Q1 2022.