iShares S&P Mid-Cap 400 Value ETF
421 hedge funds and large institutions have $3.62B invested in iShares S&P Mid-Cap 400 Value ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 127 reducing their positions, and 24 closing their positions.
175% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 24
15% more funds holding in top 10
Funds holding in top 10: 26 → 30 (+4)
10% more funds holding
Funds holding: 382 → 421 (+39)
7% more capital invested
Capital invested by funds: $3.39B → $3.62B (+$231M)
4.29% more ownership
Funds ownership: 119.33% → 123.62% (+4.3%)
1% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 127
30% less call options, than puts
Call options by funds: $865K | Put options by funds: $1.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$61.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$16.6M |
| 3 |
JP Morgan Chase
New York
|
+$14.4M |
| 4 |
CC
Courier Capital
Buffalo,
New York
|
+$8.93M |
| 5 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$5.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$61.2M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$11.1M |
| 3 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$6.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.4M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.4M |
IJJ Hedge Fund Activity: Q4 2017 in Review
421 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q4 2017, worth a combined $3.62B — up 6.8% from $3.39B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new IJJ positions and 24 closed out — a net gain of 42 holders — while 126 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $61.1M. The largest seller was Wells Fargo, cutting an estimated $61.2M.
- 421 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q4 2017, up from 382 in Q3 2017.
- Funds reported $3.62B of iShares S&P Mid-Cap 400 Value ETF stock for Q4 2017, up 6.8% quarter-over-quarter.
- 66 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q4 2017 and 24 closed out, a net change of +42 holders.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q4 2017 was Morgan Stanley, an estimated $61.1M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q4 2017 was Wells Fargo, an estimated $61.2M sold.
Based on aggregated 13F filings for Q4 2017.