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iShares S&P Mid-Cap 400 Value ETF

682 hedge funds and large institutions have $5.72B invested in iShares S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $746K | Put options by funds: $208K

65% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 48

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

3.7% more ownership

Funds ownership: 71.37%75.08% (+3.7%)

3% more funds holding

Funds holding: 662682 (+20)

4% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 214

11% less capital invested

Capital invested by funds: $6.39B → $5.72B (-$673M)

Holders
682
Holders Change
+20
Holders Change %
+3.02%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
79
Increased
223
Reduced
214
Closed
48
Calls
$746K
Puts
$208K
Net Calls
+$538K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$11M -$4.21K -39 -0%
EPP
77
ETF Portfolio Partners
Kansas
$10.9M +$266K +2,461 +3%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$10.9M -$93.9K -870 -0.9%
UWPG
79
Ullmann Wealth Partners Group
Florida
$10.7M +$1.07M +9,912 +11%
SFP
80
Sterling Financial Planning
New Jersey
$10.6M +$174K +1,614 +2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$10.5M -$2.29M -21,213 -18%
AMG
82
Asset Management Group
Connecticut
$10.1M -$38.9K -360 -0.4%
KPCM
83
Kings Point Capital Management
New York
$9.74M -$63K -584 -0.7%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$9.54M +$103K +958 +1%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$9.17M +$38.7K +359 +0.4%
NFG
86
Nations Financial Group
Iowa
$9.16M -$924K -8,562 -9%
FHB
87
First Hawaiian Bank
Hawaii
$8.9M -$90.3K -837 -1%
HAS
88
Holland Advisory Services
Florida
$8.75M -$281K -2,602 -3%
HFG
89
Heron Financial Group
New York
$8.22M +$214K +1,984 +3%
AWS
90
Atria Wealth Solutions
New York
$8.06M +$7.94M +73,536 New
GLA
91
Great Lakes Advisors
Illinois
$7.67M +$96.4K +893 +1%
HCM
92
Hudson Capital Management
New Jersey
$7.5M -$18.2K -169 -0.2%
US Bancorp
93
US Bancorp
Minnesota
$7.45M +$267K +2,473 +4%
PFA
94
Pinnacle Family Advisors
Missouri
$7.21M +$5.75M +53,295 +429%
OFG
95
Omega Financial Group
California
$7.05M +$714K +6,615 +11%
AWM
96
Aries Wealth Management
Maine
$7.05M +$6.94M +64,270 New
MML Investors Services
97
MML Investors Services
Massachusetts
$6.89M -$28.2K -261 -0.4%
CIC
98
Chilton Investment Company
Connecticut
$6.89M -$2.91M -26,921 -30%
HF
99
HRT Financial
New York
$6.8M +$6.7M +62,073 New
M&T Bank
100
M&T Bank
New York
$6.7M +$183K +1,699 +3%

IJJ Hedge Fund Activity: Q1 2022 in Review

682 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2022, worth a combined $5.72B — down 11% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IJJ positions and 48 closed out — a net gain of 31 holders — while 223 added to existing stakes and 214 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $490M. The largest seller was First Command Advisory Services, cutting an estimated $860M.

  • 682 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2022, up from 662 in Q4 2021.
  • Funds reported $5.72B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 79 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2022 and 48 closed out, a net change of +31 holders.
  • The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $490M added.
  • The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2022 was First Command Advisory Services, an estimated $860M sold.

Based on aggregated 13F filings for Q1 2022.