iShares S&P Mid-Cap 400 Value ETF
289 hedge funds and large institutions have $2.34B invested in iShares S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 82 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
28% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 82
6% more capital invested
Capital invested by funds: $2.21B → $2.34B (+$137M)
6% more funds holding
Funds holding: 273 → 289 (+16)
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
2.56% more ownership
Funds ownership: 117.26% → 119.82% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.7M |
| 3 |
Morgan Stanley
New York
|
+$9.37M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$11M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$1.96M |
| 3 |
RCA
Rex Capital Advisors
Providence,
Rhode Island
|
-$1.75M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.48M |
| 5 |
JP Morgan Chase
New York
|
-$1.34M |
IJJ Hedge Fund Activity: Q4 2015 in Review
289 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2015, worth a combined $2.34B — up 6.2% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IJJ positions and 16 closed out — a net gain of 19 holders — while 105 added to existing stakes and 82 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was LVZ Inc, exiting entirely with an estimated $11M sold.
- 289 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2015, up from 273 in Q3 2015.
- Funds reported $2.34B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2015, up 6.2% quarter-over-quarter.
- 35 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2015 and 16 closed out, a net change of +19 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2015 was LPL Financial, an estimated $18.6M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2015 was LVZ Inc, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2015.