IJJ icon

iShares S&P Mid-Cap 400 Value ETF

468 hedge funds and large institutions have $4B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.28%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
34
Increased
143
Reduced
142
Closed
28
Calls
$306K
Puts
$16K
Net Calls
+$290K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$6.01M
GLA
77
Great Lakes Advisors
Illinois
$6.01M -$36.3K -454 -0.6%
CG
78
Colony Group
Massachusetts
$5.97M -$119K -1,488 -2%
CFB
79
Cullen/Frost Bankers
Texas
$5.78M -$321K -4,018 -5%
CWM
80
Cranbrook Wealth Management
Michigan
$5.44M -$107K -1,344 -2%
PFA
81
Pure Financial Advisors
California
$5.33M +$268K +3,350 +5%
BEC
82
Blue Edge Capital
Virginia
$5.16M +$6.4K +80 +0.1%
BFM
83
Broadview Financial Management
Wisconsin
$4.96M +$283K +3,536 +6%
RWA
84
River Wealth Advisors
Pennsylvania
$4.95M -$87.9K -1,100 -2%
FC
85
Ferris Capital
Massachusetts
$4.95M
AG
86
Advisor Group
Arizona
$4.86M +$66.1K +826 +1%
PSUF
87
People's United Financial
Connecticut
$4.83M -$727K -9,090 -13%
SI
88
Stephens Inc
Arkansas
$4.71M +$9.12K +114 +0.2%
AWM
89
Avior Wealth Management
Nebraska
$4.41M +$870K +10,886 +25%
AIP
90
Ameritas Investment Partners
Nebraska
$4.33M +$670K +8,380 +18%
SPC
91
Sigma Planning Corp
Michigan
$4.24M +$67.5K +844 +2%
PAG
92
Private Advisor Group
New Jersey
$4.21M +$340K +4,228 +9%
MA
93
MUFG Americas
New York
$4.21M -$1.66M -20,760 -28%
ASN
94
Advisory Services Network
Georgia
$4.11M
DBIA
95
Dumont & Blake Investment Advisors
New Jersey
$4.01M +$262K +3,282 +7%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$4M +$77.4K +968 +2%
JFA
97
JNBA Financial Advisors
Minnesota
$3.95M -$5.92K -74 -0.1%
PAI
98
Pittenger & Anderson Inc
Nebraska
$3.94M
MCG
99
MACRO Consulting Group
New Jersey
$3.89M -$207K -2,592 -5%
TNB
100
TCF National Bank
South Dakota
$3.85M +$3.85M +48,194 New