iShares S&P Mid-Cap 400 Value ETF
364 hedge funds and large institutions have $3.45B invested in iShares S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 104 reducing their positions, and 25 closing their positions.
152% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 25
22% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 104
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
12% more capital invested
Capital invested by funds: $3.09B → $3.45B (+$362M)
9% more funds holding
Funds holding: 334 → 364 (+30)
1.31% less ownership
Funds ownership: 124.25% → 122.94% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$49.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$35.3M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$21.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$20.4M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$39.2M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$37.3M |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$13.9M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$11.1M |
| 5 |
GAMA
Graticule Asia Macro Advisors
New York
|
-$9.84M |
IJJ Hedge Fund Activity: Q4 2016 in Review
364 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2016, worth a combined $3.45B — up 12% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IJJ positions and 25 closed out — a net gain of 38 holders — while 127 added to existing stakes and 104 trimmed.
The largest buyer was Sage Advisory Services, opening a new position worth an estimated $49.5M. The largest seller was Wells Fargo, cutting an estimated $39.2M.
- 364 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2016, up from 334 in Q3 2016.
- Funds reported $3.45B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2016, up 12% quarter-over-quarter.
- 63 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2016 and 25 closed out, a net change of +38 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2016 was Sage Advisory Services, an estimated $49.5M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2016 was Wells Fargo, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2016.