IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

330 hedge funds and large institutions have $2.96B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 21 closing their positions.

Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
49
Increased
109
Reduced
99
Closed
21
Calls
$1.43M
Puts
$462K
Net Calls
+$964K
Net Calls Change
+$1.24M

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$27.9M
2
Bessemer Group
2
Bessemer Group
New Jersey
$21.3M
3
LPL Financial
3
LPL Financial
California
$73.1M
4
Wells Fargo
4
Wells Fargo
California
$1.07B
5
CFB
5
Cullen/Frost Bankers
Texas
$19M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$18K
2
LI
2
LVZ Inc
Michigan
$0
3
AIG
3
American International Group
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$244M
5
AIM
5
Advantage Investment Management
Iowa
$547K
Name Market Value Shares Shares
Change 		Shares
Change %
FMBTD
51
First Midwest Bank Trust Division
Illinois
$8.96M 69,955 -1,730 -2%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$8.37M 65,328 +4,716 +8%
Ameriprise
53
Ameriprise
Minnesota
$8.2M 64,425 +25,819 +67%
CC
54
Courier Capital
New York
$8.13M 63,512 +1,236 +2%
KPCM
55
Kings Point Capital Management
New York
$8.02M 62,645 -335 -0.5%
MFS
56
MSI Financial Services
Massachusetts
$8.02M 62,649 +48,765 +351%
SFI
57
SPC Financial Inc
Maryland
$7.56M 59,061 -1,316 -2%
CAL
58
Capital Advisors Ltd
Ohio
$7.53M 58,768 -297 -0.5%
AMG
59
Asset Management Group
Connecticut
$7.43M 57,990 -842 -1%
KWMG
60
King Wealth Management Group
Florida
$6.64M 51,846 -217 -0.4%
KFA
61
Kays Financial Advisory
Georgia
$6.32M 49,362 -1,673 -3%
MA
62
MUFG Americas
New York
$6.32M 49,325 -100 -0.2%
EPP
63
ETF Portfolio Partners
Kansas
$6.22M 48,601 -653 -1%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$6.21M 48,503 -571 -1%
CWM
65
Cranbrook Wealth Management
Michigan
$5.86M 45,723 -6,215 -12%
GT
66
Greenleaf Trust
Michigan
$5.69M 44,453 +9,320 +27%
BEC
67
Blue Edge Capital
Virginia
$5.65M 44,110 +2,068 +5%
RWA
68
River Wealth Advisors
Pennsylvania
$5.58M 43,561 -815 -2%
IFA
69
Interactive Financial Advisors
Illinois
$5.55M 43,347 +43,347 New
WP
70
WealthSource Partners
California
$5.48M 42,794 +39,674 +1,272%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$5.31M 41,495 -760 -2%
CS
72
Credit Suisse
Switzerland
$5.12M 39,953 +39,953 New
BTS
73
BB&T Securities
Virginia
$5.04M 39,393 +37,049 +1,581%
MIAN
74
Mariner Independent Advisor Network
Kansas
$4.85M 37,841 +37,841 New
EDRIA
75
Edmonds Duncan Registered Investment Advisors
Kansas
$4.63M 34,670 +846 +3%
1 2
3
4 5