IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+39
Holders Change %
+10.21%
% of All Funds
9.56%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.68%
New
66
Increased
126
Reduced
127
Closed
24
Calls
$865K
Puts
$1.23M
Net Calls
-$368K
Net Calls Change
-$903K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$380M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$22.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$25.5M
4
CC
4
Courier Capital
New York
$9.16M
5
EFS
5
Edelman Financial Services
Virginia
$146M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.16B
2
TSS
2
Two Sigma Securities
New York
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.9M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Stephens Inc
Arkansas
$4.66M +$640 +8 +0%
SPC
77
Sigma Planning Corp
Michigan
$4.56M +$375K +4,690 +9%
CG
78
Colony Group
Massachusetts
$4.5M +$3.35M +41,884 +292%
OA
79
Opes Advisors
California
$4.48M -$454K -5,676 -9%
JFA
80
JNBA Financial Advisors
Minnesota
$4.47M -$39.4K -492 -0.9%
IA
81
IFP Advisors
Florida
$4.27M -$316K -3,946 -7%
US Bancorp
82
US Bancorp
Minnesota
$4.26M +$866K +10,816 +26%
MCM
83
MV Capital Management
Maryland
$4.18M +$48K +600 +1%
MIAN
84
Mariner Independent Advisor Network
Kansas
$4.16M -$2.71M -33,860 -39%
LA
85
Leonetti & Associates
Illinois
$4.14M -$146K -1,824 -3%
AG
86
Advisor Group
Arizona
$3.94M +$285K +3,556 +8%
PAI
87
Pittenger & Anderson Inc
Nebraska
$3.94M – – –
Goldman Sachs
88
Goldman Sachs
New York
$3.81M -$1.62M -20,178 -30%
CB
89
Chemical Bank
Michigan
$3.69M +$108K +1,350 +3%
FA
90
FMA Advisory
Pennsylvania
$3.65M +$457K +5,710 +14%
NSB
91
Norway Savings Bank
Maine
$3.49M -$15.5K -194 -0.4%
BFM
92
Broadview Financial Management
Wisconsin
$3.49M +$3.49M +43,596 New
EDRIA
93
Edmonds Duncan Registered Investment Advisors
Kansas
$3.48M +$82.4K +1,030 +2%
SCG
94
Sonata Capital Group
Washington
$3.28M -$56K -700 -2%
SPIA
95
Steward Partners Investment Advisory
New York
$3.17M +$213K +2,666 +7%
NF
96
Nikulski Financial
Iowa
$3.05M +$3.05M +38,140 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$2.95M +$132K +1,644 +5%
IFS
98
Ifrah Financial Services
Arkansas
$2.9M +$43.7K +546 +2%
GIM
99
Goelzer Investment Management
Indiana
$2.83M +$32.2K +402 +1%
AWM
100
Avior Wealth Management
Nebraska
$2.8M +$416K +5,202 +18%
2 3
4
5 6