IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

420 hedge funds and large institutions have $3.52B invested in iShares S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.64%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.57%
New
36
Increased
136
Reduced
141
Closed
34
Calls
$355K
Puts
$232K
Net Calls
+$123K
Net Calls Change
+$491K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.8M
2
Members Trust
Members Trust
Florida
+$9M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.82M
5
FAM
Flaharty Asset Management
Florida
+$6.49M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.5M
2
CFB
Cullen/Frost Bankers
Texas
-$10.1M
3
Axa
Axa
France
-$6.55M
4
Stifel Financial
Stifel Financial
Missouri
-$5.94M
5
Northern Trust
Northern Trust
Illinois
-$4.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
51
Ullmann Wealth Partners Group
Florida
$9.82M +$349K +4,622 +4%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$9.7M +$213K +2,758 +2%
HighTower Advisors
53
HighTower Advisors
Illinois
$9.52M -$2.11M -27,454 -18%
KWMG
54
King Wealth Management Group
Florida
$8.87M -$71.7K -928 -0.8%
CC
55
Courier Capital
New York
$8.68M -$159K -2,064 -2%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$8.63M -$55.2K -714 -0.6%
AMG
57
Asset Management Group
Connecticut
$8.14M -$6.03K -78 -0.1%
EPP
58
ETF Portfolio Partners
Kansas
$8.01M +$434K +5,614 +6%
RFC
59
Regions Financial Corp
Alabama
$7.86M +$897K +11,608 +13%
ADL
60
Asset Dedication LLC
California
$7.38M +$499K +6,466 +7%
LMIM
61
Lockheed Martin Investment Management
Maryland
$7.33M +$479K +6,200 +7%
CIM
62
Confluence Investment Management
Missouri
$7M -$1.31M -17,018 -16%
FAM
63
Flaharty Asset Management
Florida
$6.96M +$6.49M +86,032 +1,392%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$6.82M +$6.82M +88,232 New
KFA
65
Kays Financial Advisory
Georgia
$6.21M -$365K -4,730 -6%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$6.04M +$672K +8,694 +13%
CS
67
Credit Suisse
Switzerland
$6.01M +$6.01M +77,732 New
GLA
68
Great Lakes Advisors
Illinois
$5.8M -$37.9K -490 -0.6%
CWM
69
Cranbrook Wealth Management
Michigan
$5.73M -$97.8K -1,266 -2%
MA
70
MUFG Americas
New York
$5.65M +$242K +3,132 +4%
MGIA
71
Moneta Group Investment Advisors
Missouri
$5.53M -$9.89K -128 -0.2%
GT
72
Greenleaf Trust
Michigan
$5.23M -$4.02K -52 -0.1%
RWA
73
River Wealth Advisors
Pennsylvania
$5.21M -$167K -2,166 -3%
FAAS
74
First Allied Advisory Services
California
$5.07M +$64.8K +840 +1%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$4.88M +$3.71K +48 +0.1%
1 2
3
4 5