IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
51
First Hawaiian Bank
Hawaii
$11.4M -$284K -3,612 -2%
RFC
52
Regions Financial Corp
Alabama
$11.2M +$3.43M +43,718 +44%
CAL
53
Capital Advisors Ltd
Ohio
$10.9M +$97.2K +1,238 +0.9%
KPCM
54
Kings Point Capital Management
New York
$10.5M +$56K +714 +0.5%
UWPG
55
Ullmann Wealth Partners Group
Florida
$10.3M +$189K +2,414 +2%
HighTower Advisors
56
HighTower Advisors
Illinois
$10.1M -$2.42M -30,938 -19%
GIA
57
GHP Investment Advisors
Colorado
$9.73M -$165K -2,106 -2%
LMIM
58
Lockheed Martin Investment Management
Maryland
$9.02M – – –
CPSAC
59
Chas P. Smith & Associates (CPS)
Florida
$9M -$94.5K -1,204 -1%
CC
60
Courier Capital
New York
$8.88M +$37.8K +482 +0.4%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$8.81M -$563K -7,174 -6%
KWMG
62
King Wealth Management Group
Florida
$8.74M +$6.44K +82 +0.1%
EPP
63
ETF Portfolio Partners
Kansas
$8.3M -$37K -472 -0.4%
GT
64
Greenleaf Trust
Michigan
$8.23M +$2.46M +31,402 +43%
AMG
65
Asset Management Group
Connecticut
$7.9M -$234K -2,984 -3%
SPC
66
Sigma Planning Corp
Michigan
$7.47M +$2.17M +27,706 +41%
MIAN
67
Mariner Independent Advisor Network
Kansas
$7.21M -$32.4K -408 -0.4%
AG
68
Advisor Group
Arizona
$6.79M +$2.52M +32,132 +59%
US Bancorp
69
US Bancorp
Minnesota
$6.66M +$863K +10,996 +15%
Betterment LLC
70
Betterment LLC
New York
$6.63M -$223K -2,836 -3%
Goldman Sachs
71
Goldman Sachs
New York
$6.53M -$3.5M -44,648 -35%
CG
72
Colony Group
Massachusetts
$6.07M -$922K -11,754 -13%
GLA
73
Great Lakes Advisors
Illinois
$5.94M -$87.9K -1,120 -1%
ADL
74
Asset Dedication LLC
California
$5.87M -$308K -3,932 -5%
MA
75
MUFG Americas
New York
$5.77M -$94.8K -1,208 -2%
1 2
3
4 5