IJJ icon

iShares S&P Mid-Cap 400 Value ETF

541 hedge funds and large institutions have $4.21B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 164 increasing their positions, 155 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+73
Holders Change %
+15.6%
% of All Funds
10.68%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
96
Increased
164
Reduced
155
Closed
18
Calls
$669K
Puts
Net Calls
+$669K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
76
Great Lakes Advisors
Illinois
$6.32M -$93.6K -1,096 -1%
CG
77
Colony Group
Massachusetts
$6.32M -$62.8K -736 -1%
PFA
78
Pure Financial Advisors
California
$5.97M +$284K +3,322 +5%
AWM
79
Avior Wealth Management
Nebraska
$5.81M +$1.1M +12,838 +23%
BEC
80
Blue Edge Capital
Virginia
$5.75M +$239K +2,802 +4%
CWM
81
Cranbrook Wealth Management
Michigan
$5.75M -$58.2K -682 -1%
BFM
82
Broadview Financial Management
Wisconsin
$5.35M +$51K +598 +1%
RWA
83
River Wealth Advisors
Pennsylvania
$5.31M +$21.3K +250 +0.4%
FC
84
Ferris Capital
Massachusetts
$5.28M
AG
85
Advisor Group
Arizona
$5.2M +$16.1K +188 +0.3%
SI
86
Stephens Inc
Arkansas
$5.04M +$14.3K +168 +0.3%
PAG
87
Private Advisor Group
New Jersey
$4.78M +$304K +3,558 +7%
SFO
88
Stokes Family Office
Louisiana
$4.58M +$4.58M +53,686 New
DBIA
89
Dumont & Blake Investment Advisors
New Jersey
$4.37M +$81.6K +956 +2%
MA
90
MUFG Americas
New York
$4.34M -$153K -1,792 -3%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$4.32M +$49.9K +584 +1%
Betterment LLC
92
Betterment LLC
New York
$4.31M -$2.13M -24,910 -33%
AWM
93
Argent Wealth Management
Massachusetts
$4.28M +$4.28M +50,184 New
PSUF
94
People's United Financial
Connecticut
$4.23M -$926K -10,844 -18%
PAI
95
Pittenger & Anderson Inc
Nebraska
$4.2M
JFA
96
JNBA Financial Advisors
Minnesota
$4.18M -$44.6K -522 -1%
HFG
97
Heron Financial Group
New York
$4.17M +$4.17M +49,254 New
TNB
98
TCF National Bank
South Dakota
$4.15M +$30.7K +360 +0.7%
MCG
99
MACRO Consulting Group
New Jersey
$4.12M -$19.4K -228 -0.5%
GIM
100
Goelzer Investment Management
Indiana
$3.99M +$114K +1,334 +3%