iShares S&P Mid-Cap 400 Value ETF
253 hedge funds and large institutions have $2.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 70 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
41% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 70
22% more funds holding in top 10
Funds holding in top 10: 23 → 28 (+5)
15% more capital invested
Capital invested by funds: $2.13B → $2.45B (+$322M)
5% more funds holding
Funds holding: 242 → 253 (+11)
0.7% more ownership
Funds ownership: 114.46% → 115.16% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$72.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18.6M |
| 3 |
SG Americas Securities
New York
|
+$11M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$10.1M |
| 5 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$9.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$15.2M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$5.62M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.15M |
| 4 |
Morgan Stanley
New York
|
-$3.12M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$2.94M |
IJJ Hedge Fund Activity: Q2 2014 in Review
253 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q2 2014, worth a combined $2.45B — up 15% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IJJ positions and 14 closed out — a net gain of 13 holders — while 99 added to existing stakes and 70 trimmed.
The largest buyer was Wells Fargo, adding an estimated $72.1M. The largest seller was Chas P. Smith & Associates (CPS), cutting an estimated $15.2M.
- 253 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q2 2014, up from 242 in Q1 2014.
- Funds reported $2.45B of iShares S&P Mid-Cap 400 Value ETF stock for Q2 2014, up 15% quarter-over-quarter.
- 27 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q2 2014 and 14 closed out, a net change of +13 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q2 2014 was Wells Fargo, an estimated $72.1M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q2 2014 was Chas P. Smith & Associates (CPS), an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2014.