iShares S&P Mid-Cap 400 Value ETF
242 hedge funds and large institutions have $2.13B invested in iShares S&P Mid-Cap 400 Value ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 22 closing their positions.
370% more call options, than puts
Call options by funds: $1.87M | Put options by funds: $397K
22% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 74
5% more capital invested
Capital invested by funds: $2.03B → $2.13B (+$101M)
0.55% more ownership
Funds ownership: 113.91% → 114.46% (+0.55%)
1% less funds holding
Funds holding: 244 → 242 (-2)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
+$9.19M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$8.5M |
| 3 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$5.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.08M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$9.18M |
| 2 |
SG Americas Securities
New York
|
-$8.02M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$6.86M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.04M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$3.32M |
IJJ Hedge Fund Activity: Q1 2014 in Review
242 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Value ETF (IJJ) for Q1 2014, worth a combined $2.13B — up 5% from $2.03B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of IJJ and 21 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 90 added.
The largest buyer was National Planning Corporation, adding an estimated $9.19M. The largest seller was Dorsey Wright & Associates, exiting entirely with an estimated $9.18M sold.
- 242 institutional investors held iShares S&P Mid-Cap 400 Value ETF (IJJ) as of Q1 2014, down from 244 in Q4 2013.
- Funds reported $2.13B of iShares S&P Mid-Cap 400 Value ETF stock for Q1 2014, up 5% quarter-over-quarter.
- 21 funds opened new iShares S&P Mid-Cap 400 Value ETF positions in Q1 2014 and 22 closed out, a net change of -1 holder.
- The largest iShares S&P Mid-Cap 400 Value ETF buyer in Q1 2014 was National Planning Corporation, an estimated $9.19M added.
- The largest iShares S&P Mid-Cap 400 Value ETF seller in Q1 2014 was Dorsey Wright & Associates, an estimated $9.18M sold.
Based on aggregated 13F filings for Q1 2014.